Could you be attracting more
of your ideal clients?
IFAs and Financial Advisers are taking this quick assessment and getting their FREE, personalised Marketing Mindset Report, Score 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 four 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 four 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 financial advisers, IFAs and planners
- Financial adviser business owners
- Networks and national advice firms
Who we are
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