200 Ways to use AI Beyond your Back Office
AI is predominantly used by financial advisers in the back office - and even then there is still a big gap between what it is capable of and how it's being used. But AI has many uses beyond the back office to help you improve thinking, decision-making and professional judgement. This guide shows you how.
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The Financial Adviser Lead Generation System™
Not just theoretical marketing and lead generation ideas - but the result of 47 years years studying how the most successful financial advisers attract the clients they really want. This is the process they all have in common, which they use over and over again. Their proven process revealed.
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Lead Generation System™ & 1:1 Consultation
Not just theoretical marketing and lead generation ideas - but the result of 47 years years studying how the most successful financial advisers attract the clients they really want. This is the process they all have in common, which they use over and over again. Their proven process revealed.
Plus purchasers will benefit from a special one-to-one consultation with the creator of the Lead Generation System - Philip Calvert - the UK's most experienced adviser Marketing consultant.
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LinkedIn Adviser Client Attraction System™
End LinkedIn Paralysis. Get seen. Get clients. The system that finally makes LinkedIn work for financial advisers.
Are you on LinkedIn but unsure what to do to attract quality clients? This proven system will boost your visibility and help attract right fit clients to you.
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Book Writing Programme for Advisers 2025
Videos of all the sessions in the Adviser Book Writing Programme - Second Cohort 2025
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Webinar: New Advice Models & New Markets
New Advice Models & New Markets for Financial Advisers
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Phil AI - Your Personal Marketing Coach
Phil AI is a marketing and lead gen expert for financial advisers. Instant advice on LinkedIn, client acquisition, referrals and more. Try it now...
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Most Useful and Valuable Member Posts
If you are here to get value, you will definitely find it. But if you GIVE value, you will find that you get MUCH MORE out of this community. Here you will find valuable posts from members who are contributing to this community. We are very grateful to them.
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AI Essentials for Financial Advisers
We know that every adviser is starting their AI journey from different places. Some are nervous and concerned about it, some are eager and excited and some are just curious. We've got everyone covered. AI Essentials gives weekly tips, tactics and strategies in plain English and non-techie language for financial advice professionals to fully leverage AI for business and personal development.
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LinkedIn Client System for Equity Release Advisers
Here's your chance to get a copy of Philip Calvert's new book “From Profile to Prospect: The LinkedIn Visibility & Client Attraction System for Equity Release Advisers”. It's a practical, proven system you can just follow.
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AI Leaders in Financial Advice - Six-Part Series
Watch our six-part series where we interview leading AI providers for financial advisers.
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How to Get Visibility in AI Search Results
Financial advisers are telling me that they recently found new clients because they came up in ChatGPT search results. Learn how to optimise your website to to get visibility in ChatGPT and AI search tools.
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AI for Financial Advice Professionals
How to Move Beyond the Basics and Build a Practice for the Future: Embracing AI to Transform the Future of Financial Advice
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LinkedIn Lead Generation for Financial Advisers
LinkedIn Lead Generation for Financial Advisers: How to Attract More of Your Ideal Clients on LinkedIn – Proven Messaging Scripts and Daily Planner
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Marketing & Lead Generation for Financial Advisers
Philip Calvert's acclaimed book Marketing and Lead Generation for Financial Advisers is available free to level 2 LifeTalk Plus members
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Lead Generation for Later Life Advisers
Lead Generation for Later Life Financial Advisers: How Professional Equity Release Advisers Can Attract More of Their Ideal Clients
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Successful Seminars for Financial Advisers
Successful Seminar Selling for Financial Advisers: The Adviser's Guide to Attracting Profitable New Leads through Seminars, Workshops & Client Events
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Embracing the Future Present - AI for Advisers
Embracing the Future Present: The Financial Adviser's Roadmap to AI Adoption
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56 New Income Streams for Financial Advisers
56 New Income Streams for Financial Advisers: How to Turn your Financial Planning Expertise & Experience into Profitable Information Products
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Navigating the New Era of Search
Navigating the New Era of Search in an AI World - Implications and Strategies for Financial Advisers
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How To Build Community Around Your Brand
Adviser Marketing Club - The last great NEW marketing strategy
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Introduction to AI for Financial Advisers
Introduction to AI for Financial Advisers for Marketing, Lead Generation and Client Communications
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Referral Marketing for Financial Advisers
Financial Adviser and Financial Planner Marketing: How to Attract More of Your Ideal Clients Through Referrals and Introductions - with Philip Calvert
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Successful Seminar Marketing for Advisers
Successful Seminar Marketing for Advisers - How to plan, promote and present successful seminars, workshops and client events.
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How to Attract More of Your Ideal Clients
Financial Adviser Marketing: How to Identify and Attract More of your Ideal Clients
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LinkedIn Lead Generation for Financial Advisers
Dive deep into strategies for leveraging LinkedIn for marketing and client acquisition and learn how to attract more of your ideal clients.
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Improve Your Website Conversions
Adviser Marketing Club Session 4: How to Convert More of your Website Visitors. 1 hour 15 mins
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2024 Marketing Essentials for Financial Advisers
2024 Marketing Essentials for Financial Advisers: 40+ Proven Marketing Strategies - in conjunction with Amber River
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Webinar on Webinars
How to plan, promote and present successful webinars. Recording from 2020 as Covid was in full swing
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Lead Generation with Social Media & LinkedIn
Adviser Marketing Club Session 6 - How to attract more of your ideal clients with Social Media and LinkedIn
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