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Philip Calvert
Nov '25 •
Development 🎓
Perfecting your first meeting
Great idea for a course - 10th December. This full day in-person course is for you if you want to enhance your skills in your first meeting with clients.
In-person in Manchester with Steve Martin and Damien Rylett - two of the very best.
More at
1st Meeting 10 December 2025 | Financial Planning Training Academy
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Perfecting your first meeting
Adviser Growth Community
skool.com/adviser-growth-community
For IFAs, financial advisers & financial planners exploring new ideas, new models, new income streams and how AI fits into their advice business
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