Phil Calvert: Why Seminar Selling Is Still A Powerful Adviser Marketing Tool

In this podcast, I speak to Phil Calvert, founder of LifeTalk – one of the very first social media platforms for financial advisers.

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Phil takes a look back at how social media has changed the way advisers relates to one another, although he pointed out that finding clients via social media is proving a lot harder for many advisers, simply because they lack the right strategy.

Phil believes that, even in this digital age, good old fashioned selling remains a very powerful tool for advisers looking to find new clients, especially locally. He talked about the common mistakes advisers make when running seminars and how to avoid them.

Phil also talked about why public speaking could be a key source of new clients, but he notes that UK planners are behind their US counterparts in this area.

 

 

 

 

 

 

 

 

 

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Abraham Okusanya
Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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