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Ninety percent of IFAs admit they've not yet nailed this

As an IFA or financial adviser – are you really making the most of your website, LinkedIn and Social Media?

Ninety percent of financial advisers tell us they’re not. 

Most have a website and Social Media presence of some sort (LinkedIn and Twitter mainly), but have yet to see any real return from their online activities.

The good news, is that we can help you make changes to your Internet activities which will make an immediate and measurable difference to your visibility online.

The Internet is changing our lives and having a profound impact on how we find, assess and choose products and services - everything and anything from a new car to pensions, investment and mortgage advice.

Whilst IFAs will continue to find new clients through face-to-face referrals, the Internet also now offers advisers a superb opportunity to:

  • Generate additional high quality new client enquiries
  • Enhance the perception of an adviser’s reputation and credibility
  • Build valuable relationships with business introducers
  • Cement and build relationships with existing clients
  • Create and enhance trust

But without a clear Internet plan, your website and use of Social Media may never yield the results promised.  And some IFAs argue that many clients just aren’t interested in engaging with an IFA through the Internet – let alone Social Media.  But the facts simply don’t bear that out. 

For example:

  • 72% of all internet users are now active on social media*
  • 60 percent of 50 to 60 year olds are active on social media
  • In the 65 plus bracket, 43% are using social media

This means that IFAs have an opportunity to proactively find new clients by using Social Media – but you need to know how and you need a plan.  You need help which isn’t just theoretical fluff, but help which gives proven actionable value that really works.


Philip Calvert is the founder of LifeTalk and a specialist in helping people in regulated industries to successfully use Social Media to manage their professional identity online. 

He’s in demand to speak at conferences throughout the UK and Europe, and has also spoken on Social Media at conferences in the US, Singapore and India.  He’s been a speaker on multiple occasions at Money Marketing, Financial Adviser, PIMS, PFS and IFP conferences.  He’s also been a speaker on Social Media at the renowned Future of Distribution in Financial Services conference and the prestigious Asia Pacific Financial Planning conference - both on two occasions.

In short, Philip was a pioneer in helping financial advisers to embrace the Internet, and created the first online forum for IFAs over ten years ago.

Philip also has 36 years experience working closely with IFAs, and has met thousands of adviser over those years, giving him a detailed understanding of how advisory businesses work.

When you work with Philip he’ll get under the skin of your business and help you to turn your new knowledge on Social Media into a strategy which supports your business goals.

In a typical consultancy session, Philip investigates where your business has come from, where it is today and how you see it in five years time.  He’ll look at how you currently use Social Media and any plans/strategy that you may or may not have to meet your business goals. 

This will lead to giving you specific ideas on how you can uniquely apply Social Media in your business, together with a number of 'quick wins' which can make an immediate difference.

Here's what one IFA said after a consultancy session with Philip in September 2014: 

"I thoroughly enjoyed the meeting yesterday and the information and advice you gave us.  I had decided to sign up for this on the basis that “we don’t know what we don’t know” and that certainly proved to be the case as it became clear that I knew very little when it came to using social media successfully.  I thought it provided excellent value for money."  Andrew Gardner, Paul Young Independent Financial Advisors


Book your Internet and Social Media consultancy meeting with Philip Calvert

Meetings are available as either half or full day sesions, and are normally held at your offices or a mutually convenient venue.  It is recommended that you have a large monitor screen or projector available when you meet.

Your investment is £1,350 plus vat for a full day and £795 plus vat for half day meetings.  Both include unlimited follow up support by email and a follow up telephone/Skype conversation three months afterwards. 

Book now safely and securely with your credit card using the buttons below and we will contact you to arrange a convenient date.  Or, contact us if you have any questions before you sign up:


Full day



Half day




* Source:  Search Engine Journal


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Author: Philip Calvert
Posted: Tuesday, September 30, 2014 | 4:17:35 PM

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