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The Phil² Sessions - The New Marketing Webinar and Clinic for Financial Advisers
Something new is coming! Phil Bray (founder of Yardstick) and Philip Calvert are teaming up for a brand new monthly webinar and podcast: The Phil² Sessions. Each month, they'll examine what’s really happening in adviser and financial planner marketing – what’s new, what’s notable and what’s actually working. But this isn’t just a discussion.... As part of the monthly webinar, the two Phils will also be running a live marketing clinic, where advisers bring a real challenge, problem, issue or opportunity… and they work through it together, in real time. No theory. No fluff and no scripts. Just practical thinking, decades of shared experience and a focus on the small details that make the biggest difference for you and your business. Starts Friday 5th June at 10.30am. Then runs on the first Friday of every month. If you’ve ever felt that it’s the small things holding your marketing back, here's your opportunity to get personalised attention and solutions. Joining details coming soon... 👉 And if you would like to be featured in an episode, say Yes in the comments or send an email or DM to Philip Calvert. [email protected]
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The Phil² Sessions - The New Marketing Webinar and Clinic for Financial Advisers
Poll - Public speaking to attract clients
Has nervousness about public speaking ever stopped you taking opportunities that might attract new clients?
Poll
1 member has voted
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Poll - Public speaking to attract clients
Financial advisers are being discovered in AI search results... this tool will help to increase your visibility
NEW! We have built a tool to help optimise your LinkedIn content so that it increases the likelihood that your post will be picked up by the likes of ChatGPT and Claude. If you weren't aware, more and more consumers are using the likes of ChatGPT as a search engine and IFAs are already picking up new clients as a result. This means that, like your website, your content needs to be optimised to make it appealing to AI search tools. The tool - PostSignal - will take your LinkedIn post and optimise it a) for better visibility on LinkedIn and b) for better visibility in AI search. Simply paste in your post, press the button and it will do its stuff. It's brand new so a work in progress and it's free for Adviser Growth Community members. https://adviserpostsignal.netlify.app/ Any issues with it, please give me a shout.
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Financial advisers are being discovered in AI search results... this tool will help to increase your visibility
POLL: Is public speaking part of your proposition
Not uncommon in the US, but what about advisers in the UK... Do you include public speaking as part of your business or personal proposition?
Poll
2 members have voted
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POLL:  Is public speaking part of your proposition
PR opportunity - Are you on a roll?
Shock, horror, but NewsPage is writing a story for a national newspaper on businesses that are flying at the moment and defying the storm clouds hanging over the economy. If that's you, tell us all about your business and why it's doing so well. Views by 14:00 please as story being filed later. https://app.newspage.media/news-alerts/shock-horror
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PR opportunity - Are you on a roll?
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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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