Philip Calvert

Marketing and Lead Generation specialist for Financial Advisers

Philip has been working with IFAs and Financial Planners for over forty 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