Philip Calvert Consulting

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.