Financial Adviser Lives Podcast

How Financial Advisers, IFAs and Financial Planners can Build Profitable Relationships with Accountants - with Johnny Ridd, Founder and CEO of RQ - experts in powering closer collaboration between the professions. For a written summary and transcript, visit the Adviser Growth Community here .

Join Philip Calvert and 50 financial planners, IFAs and financial advisers for the first AI Lunch and Learn session. No geeky stuff, no formal agenda - just a wide ranging discussion around AI for financial advisers. Accompanying resources: The Adviser Growth Community - includes a dedicated AI and technology track for financial advisers, including free books, training and support - join here . Th...

In this episode, Philip Calvert dives into what’s been called “the last great new marketing strategy” for financial advisers. Discover how building your own community can generate fresh income streams, nurture existing clients and even align with your Consumer Duty responsibilities. Join us as we explore powerful strategies that forward-thinking advisers are adopting to deepen client relationships...

Join us for Philip Calvert's latest presentation An Introduction to AI for Financial Advisers for Marketing, Lead Generation and Client Communications. The session explores the capabilities of AI and its transformative impact on various industries, emphasising the need for financial advisers to adopt AI tools to enhance efficiency in tasks such as marketing, content creation and lead generatio...

In this episode we interview Mike LeGassick - Author, Financial Planner and Behavioural Investment Coach. Mike shares tips and strategies to help financial advisers to write their own book. Mike is the author of two acclaimed books and currently working on his third. Mike shares his advice for those IFAs looking to get started and for those needing support to get theirs completed. Plus, Mike and P...

Business lifecycle firm Melo has come together from the merger of three acclaimed and highly experienced businesses, who together specialise in helping financial planning firms to grow and make progress, recruit the right personnel and for their owners to secure a great exit. At launch, Melo has made a big splash in the financial planning community, and rapidly become known as go to experts in gui...

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 hel...

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 maximis...

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 co...

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 marketi...

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 a...

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...

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...

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 Chal...

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...

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.

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 spor...

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 an...

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 Mana...

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.

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, Meanin...

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 pioneerin...

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.

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 t...

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.