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