Company intelligence
Philip Calvert Consulting
AI, Marketing and Lead Generation Solutions for Financial Planners, IFAs and Financial Advice Professionals
About 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.
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Signals from Philip Calvert Consulting
6 published signals
People
Philip Calvert Consulting has 11 advisers in the firm who are now deliberately getting each of them to take turns running their seminars as part of their own development.
Reported by Philip Calvert
People
Philip Calvert Consulting worked on a seminar for a financial adviser with 27 attendees, 23 direct expressions of interest, and an introduction to an audience of another 600.
Reported by Philip Calvert
Presence & Recognition
Philip Calvert Consulting hosted an episode of The Philsquared Sessions Marketing Podcast for Financial Advisers featuring Phil Bray and Philip Calvert discussing adviser marketing.
Reported by Philip Calvert
Research & Knowledge
Philip Calvert Consulting ran a poll in LifeTalk asking financial advisers whether they charge for the first meeting with a prospective client.
Reported by Philip Calvert
Presence & Recognition
Philip Calvert Consulting hosted a seminar run by a financial adviser in the East Midlands, with 27 attendees and 21 asking how he works with clients.
Reported by Philip Calvert
Presence & Recognition
Philip Calvert Consulting reported that in the first eight months of 2026, the LifeTalk numbers for the first eight months of 2026 showed that the Facebook group now has 4,890 financial advice professionals in the community.
Reported by Philip Calvert