Are you a financial planner, IFA or financial advice professional looking for proven ways to attract more of your ideal clients?

Philip Calvert has been supporting financial advisers for forty-four years both in senior roles with leading financial services providers and as an independent trainer, consultant and conference keynote speaker.

He is the author of the acclaimed book Marketing for Financial Advice Professionals and is recognised worldwide as a leading expert and thought leader in helping financial planners, IFAs and wealth managers to grow a high quality client bank through both traditional and modern marketing strategies such as LinkedIn and Scorecard/Quiz marketing.

Philip is also the founder of LifeTalk, the acclaimed online community for financial advice professionals at facebook.com/groups/AdviserLifeTalk

Philip has trained or consulted with clients such as 

Openwork
Intrinsic / Quilter
St James's Place
Schroders Personal Wealth
Chase de Vere
Guardian Wealth Management
Scottish Widows
Standard Life
Positive Solutions
Santander
MDRT (Million Dollar Round Table)

Plus

BNY Mellon
Personal Finance Society
Schroders Personal Wealth
Institute of Financial Planning
Council of Mortgage Lenders
AXA Wealth
More 2 Life
GAM
Nucleus

Outside financial services Phil has worked with clients such as 

Canon
Maserati
Pfizer
University of Oxford
University of Cambridge
Novartis
Fiat
AstraZeneca
Academy for Chief Executives and many more.

Philip Calvert Consulting

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