What's your lead generation score as a financial adviser?
Here's where IFAs, planners and financial advice professionals discover if you're missing out on attracting more of your ideal clients. Advisers and IFAs are taking this quick assessment and getting their FREE, personalised lead generation score, report and action steps...
- Completely free tool: £0 required
- Proven to work for IFAs and financial planners, time and time again
- Results and report 100% tailored to you in just a couple of minutes
How it works & who it's for
Answer simple yes/no and multiple choice questions about your approach to marketing and lead generation...
In just three minutes you'll see your personal score and results - plus personalised tips for improvement. You'll receive a permanent link to your results so that you can revisit and consider areas for improvement.
Works for:
- Individual advisers - employed & self-employed IFAs and planners
- Financial adviser business owners
- Networks and national advice firms
Who created this system?
Philip Calvert
The UK's most experienced marketing and Lead Generation specialist for Financial Advisers.
Philip has been working with IFAs and Financial Planners for over forty-five years, and is recognised worldwide as a leading authority on marketing, LinkedIn, social media and lead generation for professional financial advisers.
He is the author of the acclaimed book Marketing for Financial Advice Professionals and has presented to well over a million financial advisers at conferences and events worldwide.
In addition to national and international financial advice firms, Phil also works one to one with individual advisers, helping them to attract more of their ideal clients and introducers.
"In terms of the overall rating for your workshop, 100% of delegates said it met or exceeded their expectations..."
Institute of Financial Planning