Financial Adviser Lives Podcast

Philip Calvert meets Martin Dodd of The Midlands Investment Agency


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Martin is a financial adviser in Wolverhampton in the East Midlands of the UK.  He specialises in helping individuals and business owners to become financially secure and worry less about money.

In many ways, he's just like you and many other financial advice professionals, but he has some interesting and exciting approaches to marketing.

He attended one of my live workshops a few years ago and I could sense then that he was way ahead of the majority of financial advisers in his strategic approach to attracting new clients. It turned out that we both used the exact same approach to lead generation.

In this wide ranging interview, IFA and financial planner marketing expert Philip Calvert and Martin discuss marketing and lead generation best practice for financial planners, IFAs and financial advisers.


Meet Martin on LinkedIn at https://www.linkedin.com/in/financialadvicemartindodd/ 

Financial Planners and IFAs - join LifeTalk, the original online community for financial advice professionals at https://www.facebook.com/groups/AdviserLifeTalk 

Book Philip Calvert to speak at your event at https://www.philipcalvert.com

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Financial Adviser Lives PodcastBy Philip Calvert


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