Financial Adviser Lives Podcast
By Philip Calvert
Featuring interviews with IFAs, financial planners and industry experts throughout the UK and further afield, we find out what makes them tick, what motivates them and how they attract and service their ideal clients.
Thousands IFAs and financial planners have joined our private mastermind group on Facebook, where they network, share best practice, get answers to their business questions and provide help and support to one another...
Financial Adviser Lives PodcastDec 01, 2023
An Introduction to AI for Financial Advisers, IFAs and Financial Planners
Check out Philip Calvert's latest introduction to AI (artificial intelligence) for financial advisers, IFAs and financial planners, where he looks at the potential impact of AI on the financial advice profession, along with amazing opportunities to use it in their businesses - particularly for marketing and client communications.
This episode also looks at how 'GPTs' can be used to help financial advisers with exams, along with live demonstrations of using ChatGPT to create marketing content.
"Many thanks Phil for a fantastic presentation which was both clear and informative." David, Financial Adviser
"One of the most eye-opening webinars that I have attended for a while." James, Financial Planner
Financial Planners, IFAs and Financial Advisers join LifeTalk to network, share best practice, exchange ideas and to provide help and support to one another at https://www.facebook.com/groups/AdviserLifeTalk
Join the LifeTalk AI Best Practice group for financial advisers at https://ai-best-practice-for-advisers.scoreapp.com
LinkedIn Masterclass for Financial Advisers
Recorded in conjunction with The Equity Release Experts, this special episode reveals how IFAs, financial planners and later life advisers can use LinkedIn to attract more of their ideal clients (whether in the equity release market or not).
LinkedIn expert Philip Calvert takes a deep dive into the networking platform and shares a wealth of content on how to market and promote yourself and maximise your impact on the site.
For a copy of Philip's slide deck and a PDF of his book LinkedIn Lead Generation for Financial Advisers, visit here: https://bit.ly/linkedintere
Interview with TikTok expert for Financial Advisers - Michelle Haslam
Financial adviser marketing consultant Philip Calvert interviews TikTok expert Michelle Haslam. Michelle is the founder of BizTok Academy, where she helps financial advisers, IFAs, financial planners and professional service providers to make the most of TikTok.
Whilst many financial advisers might imagine that TikTok is not for them, Michelle presents compelling reasons why ALL advisers should consider using TikTok to complement their existing marketing activities. Prior to becoming the TikTokpreneur, Michelle spent sixteen years in a senior role with a family financial planning firm, including running the Compliance department, so she knows exactly the pros and cons of using TikTok.
Join Philip and Michelle as they discuss how advisers can get started with TikTok, pitfalls to watch out for and how to create valuable content that clients and prospects will love. Meet Michelle on LinkedIn: https://www.linkedin.com/in/michellehaslam Meet Philip on LinkedIn: https://www.linkedin.com/in/philipcalvertspeaker Book Philip to speak at your event: https://www.philipcalvert.com
Marketing and Lead Generation for Equity Release Financial Advisers for when markets get tougher
Financial adviser marketing expert Philip Calvert shares tips aimed at IFAs, advisers and mortgage advisers in the later life lending / equity release market.
When interest rates have increased and markets toughen, marketing is often one of the first things to be dropped in financial advice businesses, which can be a big mistake. Philip shares ideas and strategies to keep your marketing and lead generation activities going, including how to use an Equity Release Scorecard to attract, engage with and convert new prospects.
Video taken from Philip's presentation as part of the AiR Later Life Lending Symposium in 2023. #laterlifeadvice #financialadvisers #mortgageadvisers #advisermarketing #leadgeneration
Philip Calvert meets Martin Dodd of The Midlands Investment Agency
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
Top Ten Financial Adviser Marketing Resolutions for 2022
In this episode we look at the Top Ten Marketing Resolutions that Financial Advisers, IFAs and Financial Planners should be thinking about as we head into 2022. Each of these have been selected because they are all issues raised by financial advisers in coaching, training and consulting sessions with Philip Calvert.
Listen/watch with the slides at https://youtu.be/yy_2SlVt1pY
Join us in the LIFETALK Marketing Club for financial advisers. Find out more at adviserlifetalk.com/financial-adviser-marketing-club
Could you be attracting more of your IDEAL financial planning clients? Find out with the Financial Adviser Marketing Health Check
Working with Lead Generation companies - Sam Perry of A-Point Marketing
Many IFAs, financial planners and advisers support their client acquisition activities by using lead generation companies. But an increasing number of financial advisers report dissatisfaction in the number, process and quality of leads, leaving many wary about the viability of working with lead providers.
In my interview with Sam Perry, founder of specialist lead generation company A-Point Marketing, we look at the current market for leads and the importance of managing advisers' expectations around this source of new clients. Sam believes that working much closer with financial advice firms is increasingly important, and that a much more bespoke approach will minimise dissatisfaction and time wasted in sifting through unwanted enquiries.
Sam says "We only want to give you high quality appointments that have the best chance of converting to written business. And because we only get paid if our conversion rates reach an acceptable minimum, you can be sure we strive to maximise them. And because we are interested in building long term relationships, we make every effort to give you the kinds of appointments you want – based on your exact requirements."
To learn more, visit A-Point Marketing at https://www.a-point.co.uk for a free consultation.
And if you are a financial adviser who is unsure about how well your marketing and lead generation is positioned, take our free Financial Adviser Marketing Health Check at https://financial-adviser-marketing.scoreapp.com
Interview with industry marketing expert Roger Edwards
From providers such as Prolific, Bright Grey and Scottish Provident, through to becoming an independent speaker and author, Roger Edwards is one of the leading voices in financial services marketing. He specialises in helping businesses to keep marketing simple by cutting complexity and banishing bloat. Enjoy this interview taken from the acclaimed Financial Adviser Mastermind and Challenge.
Interview with Zero Support Managing Partner Phil Young
Former Commercial Manager at Bankhall and Managing Director of threesixty, there are very few people with as wide an experience of the financial advice profession at Phil Young. Very much a forward thinker, Phil has a detailed understanding of financial advisory businesses, risk management and merger and acquisition in this sector. Enjoy this wide ranging and eye-opening interview with founder of LifeTalk Philip Calvert.
Interview with Clive Waller - Chairman at The Investment Network
Taken from the acclaimed Financial Adviser Mastermind & Challenge, Clive Waller is one of the most experienced members of the financial services community in the UK. From Sales Manager at Scottish Amicable in the 1970s through to Head of Sales and Group Director at Zurich Life, Clive's knowledge of best practice in the world of financial advice is unrivalled.
Interview with leadership expert Chris Bribley MBE
After a successful career as an Executive Director in 2 different industries, Chris stepped down after 4 years as MD at the UK's leading challenger bank, Metro Bank to undertake a portfolio career as NED, International Speaker, Executive Coach and Consultant in business and sport.
Since stepping down he has had a fulfilling 2nd career, which has seen him recognised with an MBE for services to sport and winner of the Institute of Directors, UK Non Executive Director of the Year in 2017.
Chris is a leading Conference speaker in the UK, Europe, Africa and Australia covering topics such as Customer Excellence, Leadership, Change, Employee Engagement and how to build High Performing teams through growth mindset.
Chris is also Chair at Rugby League World Cup 2021.
Interview with business networking expert Andy Lopata
Taken for the acclaimed Financial Adviser Mastermind and Challenge, Andy Lopata is globally renowned as a leading expert on harnessing professional relationships.
For twenty years Andy has worked with companies on how to build, nurture and benefit from professional relationships. Working across sectors, he has helped businesses in professional and financial services, healthcare, software and more.
Andy has worked in twenty-six countries worldwide, been quoted in the international press, including Forbes, Entrepreneur.com., The Sunday Times, The Financial Times and The Guardian in the UK and written four books on the topic.
Interview with media communications expert Michael Dodd
Taken from the acclaimed Financial Adviser Mastermind & Challenge, Michael is a leading presentation skills coach and expert on helping people to handle tough questions from the media, clients, customers, shareholders, staff and stakeholders.
Michael is the author of 'Great Answers To Tough Questions At Work' published by Wiley, and was given "Management Gold" endorsement by the Chartered Management Institute after being shortlisted for the "Management Book Of The Year Award" sponsored by Henley Business School.
Interview with financial wellbeing expert Jason Butler
Taken from the acclaimed Financial Adviser Mastermind & Challenge, Jason Butler was the founder of leading financial planning firm Bloomsbury and is an international thought leader on financial well-being. He is also head of financial education at Salary Finance and is an acclaimed personal finance author.
Interview with Meaningful Money creator Pete Matthew
Pete Matthew is a Certified Financial Planner and Chartered Financial Planner providing fee-based holistic financial planning advice in Penzance, West Cornwall. He is also an award-winning podcaster and video blogger - his passion to spread the word that anyone can take control of their personal finances.
Pete is fulfilling this passion via his financial education website and podcast, MeaningfulMoney. Through video, podcasting and social media he is reaching thousands of people every week with his simple financial planning message
Interview with professional standards expert Michelle Hoskin
Taken from the acclaimed Financial Adviser Mastermind & Challenge, Michelle, AKA Little Miss Woww, Michelle was selected as one of the world’s top 30 coaches in financial services by The Elite Advisor™. As the leading dedicated certification body in the UK for BS 8577, BS 8453, ISO 22222 and The Paraplanner Standard™ certification, Michelle's business Standards International is pioneering best practice among personal financial
planners in the UK and overseas.
Interview with financial adviser technology expert Ian McKenna
Taken from the acclaimed Financial Adviser Mastermind & Challenge, Philip Calvert interviews Ian McKenna. Ian is a columnist and financial services futurist. In 2019 he was ranked one of the top 100 influencers in Wealth Management globally. He has been researching and studying fintech since before the term was coined.
Interview with transformational coach Derek Borthwick
Taken from the acclaimed Financial Adviser Mastermind and Challenge, Derek is the best selling author of " Inside the Mind of Sales "
He has created the Power2Mind method, an Advanced Persuasion and Influence training and coaching method. The highly effective Power2Mind methodology enables you to gain these powerful skills quickly easily across various disciplines.
Derek is a certified coach and trainer. He has a diploma in business transformational coaching from the Henka Institue and a diploma in NLP (Dip.C.Hyp/NLP) He has worked with and coached some of the largest companies and individuals at all levels. His background is in Financial Services and he has raised well over a $billion in assets during his career.
Interview with international sales technology speaker Frank Furness
Taken from the acclaimed Financial Adviser Mastermind & Challenge, Philip Calvert interviews top Global Keynote Speaker, Sales Specialist, Tech, Social Media and Goal Setting expert Frank Furness. With a career routed in Financial Services, Frank produces stellar results for entrepreneurs and organisations around the globe.
Interview with founder of FP Advance Brett Davidson
Taken from the acclaimed Financial Adviser Mastermind & Challenge, Brett is recognised as the leading management consultant to ambitious financial planning firms in the UK.
Interview with former BBC news anchor and presentation skills expert Jacqui Harper MBE
Taken from the acclaimed Financial Adviser Mastermind & Challenge, Jacqui works with leaders to improve presentation skills and executive presence. The success of this partnership comes from her experience as a visiting professor at INSEAD, a former BBC news anchor and an acclaimed author.
Interview with financial planning legend George Kinder
Taken from the acclaimed Financial Adviser Mastermind & Challenge, George Kinder is internationally recognised as the father of the Life Planning movement. The Harvard-educated George Kinder revolutionized financial advice for over 30 years by training over 3,000 professionals in 30 countries in the field of Financial Life Planning. He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor.
Interview with five-time TED speaker & author of How to be Heard and Sound Business - Julian Treasure
How does your financial planning business SOUND?
Julian is author of the books Sound Business and How to be Heard. Collectively Julian’s five TED.com talks on sound and communication have been viewed over 100 million times; one of them is in the top 10 TED talks of all time. Julian is regularly featured as a sound and communication expert in the world’s radio, print and web media, including TIME Magazine, The Economist and The Times.
Interview with entrepreneur and best-selling author Daniel Priestley
Daniel Priestley is a successful entrepreneur who has built businesses in Australia, Singapore, and the UK. He's the co-founder of Dent Global, one of the world's top business accelerators for entrepreneurs and leaders to stand-out and scale-up.
Listen to Philip Calvert's interview with Daniel about his books Oversubscribed, Key Person of Influence and how Scorecard Marketing can attract high quality, high converting leads for IFAs, advisers and Financial Planners.
For further information on using Scorecards visit www.philipcalvert.com/new-era-marketing
Interview with card and bank fraud expert Richard Emery
Taken from the acclaimed Financial Adviser Mastermind, Richard is a retail theft and card fraud consultant who is challenging the banks to reimburse those who have lost life changing sums of money as a direct result of authorised push payment fraud scams. Keeping their clients appraised of financial fraud and scams should be a key educational role played by the financial advice community.
Interview with Digital Working Expert Thorsten Jekel
Taken from the acclaimed Financial Adviser Mastermind, Thorsten shares amazing insights and ideas for financial advisers on how to make the most of technology in their businesses. Highly recommended listen...
Interview with award winning Financial Coach Catherine Morgan
Taken from the acclaimed Financial Adviser Mastermind & Challenge, Catherine is a rising star in the financial planning world with her unique approach to online engagement.
Catherine can help to simplify money for you, help you change behaviours that are not serving you, set a financial plan, make more money, grow your money and invest it with confidence.
Interview with Business Psychologist and Neuroscientist Dr Lynda Shaw
The rate of change is accelerating leaving many forever behind the curve. Dealing with change, driving change and embracing change are now, more than ever, essential skills in order to actually see growth in organisations and individuals. The Change Solution starts with brain health leading to wealth via a little mischief for perspective and efficacy. Taken from the acclaimed Financial Adviser Mastermind & Challenge, enjoy one of my favourite interviews with Neuroscientist, Business Psychologist, Change Specialist and Founder of The Neuroscience Professional Development Programme Dr Lynda Shaw.
Interview with referral and introductions expert to financial planners, Bill Cates
Recording from the acclaimed Financial Adviser Mastermind and Challenge. If you're a financial advice professional, you're probably looking for more Right-Fit Clients - clients who are a pleasure to work with and who appreciate you for all the right reasons.
Are you finding it challenging to reach these people? Are you maximizing the referral/introductions process? Are you communicating just the right message to get them interested? Check out this fantastic episode now...
Interview with Founder/CEO, Betafolio & Timelineapp.co Abraham Okusanya
Recorded as part of the acclaimed Financial Adviser Mastermind and Challenge, enjoy this interview with Abraham Okusanya.
Abraham is the founder and CEO of Timelineapp.co, the next-gen retirement income software used by financial advisers to create and manage sustainable withdrawal strategies for their clients. With users in the US, UK, Canada, Australia and Ireland - Timelineapp’s vision is to help 10 million baby boomers face retirement with greater clarity and confidence.
Abraham founded the UK’s premier flat-fee turnkey asset management firm Betafolio and the retirement research consultancy, FinalytiQ. He hosts the annual Science of Retirement Conference in London, the go-to event for financial advisers looking to gain in-depth, research-based insight on retirement income planning.
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Interview with Creator of the Behavior Gap Carl Richards
Recorded as part of the acclaimed Financial Adviser Mastermind and Challenge. Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.
Carl has also been featured on Marketplace Money, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.
Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin).
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Interview with Financial Planning Marketing and Business Development legend Michael Kitces
Michael Kitces is a US based financial planner, speaker, blogger, educator and founder of Nerd's Eye View - the single most popular blog for financial advisers worldwide. This interview is taken from the acclaimed Financial Adviser Mastermind and Challenge.
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Interview with Master Life Planner Justin King
This episode is taken from the acclaimed Financial Adviser Mastermind and Challenge. Join me when I interview Justin King CFP® , Chartered Financial Planner, Master Life Planner and owner of MFP Wealth Management in Christchurch, Dorset in the UK.
Justin is one of the most highly qualified financial planners in the UK, and is also host of The Retirement Café Podcast. He is an Accredited Later Life Adviser and author of Ready, Steady, Retire!
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