Philip Calvert - Marketing Consultant, Speaker and Author, Philip Calvert Consulting

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Work Background

Air Academy EventsSpeaker - AiR Marketing and Lead Generation Masterclasses

Feb. 2023 - Jun. 2023United Kingdom · On-siteSpecialist marketing and lead generation speaker as part of the Air Academy Masterclasses. In person events around the UK helping IFAs, financial advisers, mortgage brokers and later life / equity release advisers to attract more of their ideal clients.

more2lifeSpeaker - Later Life Lending Symposium

Mar. 2020 - Jun. 2023United Kingdom · On-siteSpecialist marketing and lead generation speaker as part of the award-winning Later Life Lending Symposium with more2life. In person and online events helping IFAs, financial advisers, mortgage brokers and later life / equity release advisers to attract more of their ideal clients.

Philip Calvert - Keynote Speaker, Author & LinkedIn TrainerMarketing and Lead Generation for IFAs, Advisers and Financial Planners

Jan. 2019London, England, United Kingdom · HybridAs a financial planner, it can be challenging to find and attract new clients. That's where I come in. I specialise in utilising AI technology to help financial planners expand their reach and find potential clients who are a good fit for their services. In addition to identifying potential clients, I also help financial planners to optimise their marketing efforts. By using natural language processing (NLP) and other AI techniques, I am able to help planners create targeted and effective marketing campaigns that resonate with their ideal clients. Whether it's through social media, Scorecards, LinkedIn, email marketing or other channels, I help financial planners to reach the right people at the right time with the right message. Overall, my goal is to empower financial planners to find and attract new clients through the use of AI technology. By leveraging data and advanced algorithms, I help planners to identify and engage with potential clients who are most likely to benefit from their services.

Sales and Marketing Keynote Speaker - Financial Services SpecialistMarketing and Lead Generation training for Later Life and Equity Release financial advisers

Jan. 2015London, England, United KingdomWorking with Later Life and Equity Release advisers, I help them to attract more of their ideal clients and connections. From one to one consultancy sessions, through to in-house training sessions and global conferences, I have presented to over a million financial advice professionals worldwide. Specialist training for later life lending and equity release advisers includes: * How to design, build and execute a later life marketing strategy * How to attract later life lending clients with LinkedIn * How to use data based personalised marketing to attract more ideal clients * How to plan, promote and present successful client seminars, events and webinars * How to become a more confident, authentic and engaging speaker and presenter Take one of our free marketing Health Checks: - What is your marketing mindset as a financial adviser? Take our free quiz: https://financial-adviser-marketing.scoreapp.com - How effectively are you using LinkedIn as a financial adviser? Get your personal score: https://linkedinforadvisers.scoreapp.com Learn more and contact me at philip@financialadvice.marketing

LifeTalk - Professional Networking for Financial Advice ProfessionalsFounder of LifeTalk - THE Online Community for IFAs and Financial Planners

Mar. 2004United Kingdom · HybridFounded in 2004, LifeTalk is the original online community for financial advisers, IFAs, later life advisers and financial planning professionals. Members use it to network, share best practice, exchange ideas and to provide help and support to one another. By arrangement, Providers and Suppliers use the group to reach and engage with the adviser community. LifeTalk is made up of a number of specialist communities: * LifeTalk Group (Free): https://www.facebook.com/groups/AdviserLifeTalk * LifeTalk Group (Premium): https://www.skool.com/lifetalk-adviser-mastermind-8951 * Marketing and Lead Generation Group (Free): https://www.facebook.com/groups/financialadviser * Adviser Marketing Club (Premium): https://www.philipcalvert.com/adviser-marketing-club * AI Best Practice Group for Advisers (Premium): https://ai-best-practice-for-advisers.scoreapp.com * Financial Planning Rocks (Free): https://www.facebook.com/groups/financialplanningrocks * Lifetalk Insider (Free Newsletter): https://www.lifetalkinsider.com Providers wishing to join or advertise in the main LifeTalk group please contact philip@philipcalvert.com Founder Philip Calvert is a regular inspirational speaker at both financial adviser and provider events and has presented to over a million delegates worldwide. Topics include sales, marketing, lead generation, networking, social media, technology and AI.

Sales and Marketing Keynote Speaker - Financial Services SpecialistMarketing and Lead Generation training for Financial Advisers, IFAs and Financial Planners

Jan. 2002London, England, United KingdomWorking with Financial Advisers, IFAs, Wealth Managers, Accountants and Financial Planners, I help them to attract more of their ideal clients and connections. From one to one consultancy sessions, through to in-house training sessions and global conferences, I have presented to over a million financial advice professionals worldwide. Specialist training for financial advisers includes: * How to design, build and execute a marketing strategy for your financial planning business * How to attract ideal clients with LinkedIn * How to attract higher quality leads with Scorecards, online assessments and quizzes * How to use data based personalised marketing to attract more ideal clients * How to use AI (artificial intelligence) to complement and enhance your marketing and lead generation activities * How to plan, promote and present successful client seminars, events and webinars * How to become a more confident, authentic and engaging speaker and presenter Take one of our free marketing Health Checks: - What is your marketing mindset as a financial adviser? Take our free quiz: https://financial-adviser-marketing.scoreapp.com - How effectively are you using LinkedIn as a financial adviser? Get your personal score: https://linkedinforadvisers.scoreapp.com - How effective are your communication and presentation skills as a financial adviser? Take our quiz at: https://adviser-presentation-skills.scoreapp.com

Sales and Marketing Keynote Speaker - Financial Services SpecialistPresentation Skills and Public Speaking Trainer for Financial Advisers, IFAs & Financial Planners

Jan. 2002London, England, United KingdomHow well trained are you and your colleagues to deliver your company's key messages and presentations? Whether you're delivering your value proposition, speaking at networking events or building relationships with potential introducers, your business impact often depends on high-calibre presentations. So why do so many businesses fail at speaking with clarity, confidence and conviction? Presentation skills are often seen as ‘nice to have’ skills rather than critical workplace competences, so are often ignored – or even avoided. Your prospects, clients and professional introducers respond best to presenters who use all of their communication tools to gain influence. One of those tools, is the information you convey, but HOW you deliver that information is at least as important to gain the impact you're looking for. Here are five reasons to have professional presentation skills training: It builds morale. Often people go out of their way to avoid presentations, but with training people go out of their way to find opportunities to present Develops loyalty. Professional development is no longer merely necessary for employees to learn and grow; it is expected. High quality presentation training supports their desire to grow and can increase retention Shared skills set. Even in work environments where collaboration is strong, employees often must think and work on their own. Yet, there is simply no substitute for key employees being in the same room, learning the same skill set all at the same time Professionalism. When it comes to reaching a higher level of communication effectiveness, presentation skills training is essential and can really allow your impact and influence to soar. Client relationships. Presentations – online or in person are proven to rapidly enhance the trust building process and build confidence in your financial planning proposition. Learn more at https://www.adviserlifetalk.com/presentation-skills

Sales and Marketing Keynote Speaker - Financial Services SpecialistSales and Marketing Keynote Speaker | LinkedIn specialist

Jan. 2002London, England, United KingdomFrom small CEO groups and breakout sessions through to large global conferences, I work with audiences around the world to help them grasp exciting new sales opportunities through LinkedIn, social media and online professional networking. Brexit and evolving international markets bring both challenges and opportunities, making it vital that businesses and sales professionals can adapt and thrive - so my speech content is designed for global audiences with inspirational stories and big ideas that are enjoyable, practical and fun across all nationalities. Trusted and reliable, I have spoken on LinkedIn lead generation at Asian conferences, European conferences, South African and Indian conferences - plus USA, UK, Ireland, Germany, Greece, Czech Republic, Singapore, Spain, Portugal, Italy, Bulgaria and the Netherlands with each attracting global delegates. Contact me through LinkedIn or by sending an email to philip@philipcalvert.com

Sales and Marketing Keynote Speaker - Financial Services SpecialistSales and Marketing Author - Financial Services specialist

Jan. 2002London, England, United KingdomSales and marketing books for Financial Advisers: * Marketing for Financial Advice Professionals: Proven Tips and Techniques to Attract More of your Dream Clients in the Digital Age * LinkedIn Lead Generation for Financial Advisers: How to Attract More of Your Ideal Clients on LinkedIn * Successful Seminar Selling for Financial Advisers: The Financial Planner’s Guide to Attracting Profitable New Leads through Seminars, Workshops & Client Events * The Financial Adviser's Guide to Attracting Premium Quality Leads: How to use Online Scorecards to Attract Higher Quality, Higher Converting Clients * 56 New Income Streams for Financial Advisers: How to Turn your Financial Planning Expertise & Experience into Profitable Information Products for the Digital Age On Amazon at https://amzn.to/3wETjuo

Sales and Marketing Keynote Speaker - Financial Services SpecialistLinkedIn Speaker for Schools, Universities, Students and Graduates

Jan. 2002London, England, United KingdomToday's tech-savvy students have grown up with internet enabled devices in their hands. That means that in addition to the support they'll get from teachers, parents and school careers leads - websites and apps are increasingly at the heart of how they choose the next steps in their education as they progress towards the exciting world of work. For many students, Snapchat, Instagram, WhatsApp, Twitter and others, are at the heart of how they communicate - but the time comes when they need to gradually transition from 'fun social networking' to 'professional social networking'. It means building new online communication skills and learning how to project themselves to future employers in the best possible light. LinkedIn expert Philip Calvert is an experienced speaker in schools, and in this short guide shares valuable tips and strategies for students on how to get to grips with LinkedIn - including how to create a compelling profile, the right and wrong ways to engage with people, how to network with other users, where to find information on universities, companies and businesses - and much more. In many countries, you can now join LinkedIn at the age of sixteen, so this guide is designed to help today’s school and university students to see beyond the cat videos, beyond the selfies and the filtered stories, to discover powerful technology that will support their career choices, help them to find the job of their dreams and to learn the skills and best practice of Online Social Networking. For teachers and careers leaders, a knowledge of LinkedIn will give you the confidence to highlight to today’s tech-savvy students how it can support them in their university and career choices. You can also use LinkedIn in support of your implementation of the Gatsby Benchmarks or regional equivalent. Training available at your school or university. Please contact me through LinkedIn or to philip@philipcalvert.com Book available on Amazon at https://amzn.to/32zCr5m

Zurich Insurance plcHead of National Accounts

Apr. 1995 - Dec. 2002Head of National Accounts for Zurich Life - responsible for key accounts development and sales strategy for 30 major IFA and financial planning firms across the UK and Northern Ireland. Including Banks, Building Societies and other large IFA teams. Regular speaker at industry events and conferences.

Zurich Insurance plcBroker Consultant

Apr. 1991 - Apr. 1995London, England, United KingdomBroker Consultant responsible for business development with a panel of IFAs, financial advisers and employee benefit consultants in the West End and City of London.

Unum UKBroker Consultant

Aug. 1978 - Aug. 1990Dorking, England, United KingdomResponsible for supporting a large panel of financial advisers throughout London and the South East of England.

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