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Social Media Strategy Workshop for Financial Advisers - 10th January 2017 - Book Now

From our research, it's clear why so many Financial Advisers fail to see a return from their use of Social Media



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Time and time again our research tells us that Financial Advisers want to use Social Media more effectively - yet they are failing to see the results they hope for because hardly any in the UK have a clear, written down Social Media strategy.  It's as simple as that.  Well almost... 

Without a Social Media strategy for your financial advice, financial planning or life planning business, any new clients you do see from Social Media will usually be by accident rather than design.  

Yet when you write and commit to a plan, you'll be amazed at the difference it makes.

So we're delighted to announce that on Tuesday 10th January advisers will join us from all over the UK at a unique workshop where we'll write the Social Media strategy for your financial advice business from scratch!

Advisers joining us will be in the unique position of being able to share Social Media best practice from financial advisers around the world who are seeing positive ROI from their use of online networking and 'Social Selling'.


Free bonus!
Each attendee will receive a free copy of Philip Calvert's Social Media Strategy Template - an interactive PDF file where you can create and store the Social Media plan for your financial advice business.  This bonus is worth £147.

Your workshop will focus on five key areas:

 Blogging and Content Marketing – how and when to Blog, the tools you need and the key benefits to financial advisers (there are many more than you realise).  Including a little-known Blogging tool which will transform your success with Social Media

 Audio and Video – proven strategies to drive traffic to your website through YouTube video and Podcasting, including case studies from financial advisers who use these tools

 LinkedIn – what one IFA did to attract £100,000 in fee income purely from his use of LinkedIn, including networking techniques on LinkedIn which attracted new clients the very first time that two IFAs used them 

 Twitter and Facebook – the pros and cons of using Twitter and Facebook, including tips used by Social Media professionals to drive traffic to their website 

 Creating your Social Media strategy – hardly any financial advisers have a clear, written down Social Media strategy, so at this workshop we will literally write your own strategy from scratch – a document you can take away and put into action immediately. 

In particular, we will reveal how to use Social Media to drive significantly more traffic to your website, including one financial planning firm which saw a 2,244% increase in website visits in just one week.

When you leave at the end of the day, you will have a completed Social Media strategy for your financial advice business.


"It was a BRILLIANT course on Tuesday, thank you so much!  I'm really looking forward to putting the action plan together."  Jonathan Palfreyman, Financial Director, Hiatt Financial


In addition we will answer regular questions which financial advisers ask us, including:

  • "How many leads can I expect each week from using Social Media?"
  • "Should I blog on my website or on a specialist blogging platform?"
  • "What should I Blog about and how long will it take?"
  • "Are my target clients really on LinkedIn - isn't it just a business audience?"
  • "Who should I connect with when I receive a connection request?"
  • "What are the compliance issues I should know about?"
  • "I've been on LinkedIn for seven years and haven't found a single client!  What am I doing wrong?"
  • "What is a Podcast and do I need any special resources?"
  • "I only use Facebook for personal posts - should I really be using for business too?"
  • "I've heard about 'Content Marketing' - what is it and how can it benefit my IFA business?"
  • "How much time should I commit to Social Media?"
  • "Can I outsource my Social Media activity?"
  • "Should I pay for the premium version of LinkedIn?"

...and many more.


Who should attend this workshop?

Any IFA, financial planner, life planner, wealth manager, mortgage professional or financial adviser or believes that Social Media has a part to play either now or in the future in how they attract, interact and engage with clients.  It is also extremely powerful if you are looking to attract new professional connections.

If you feel that 'Social Media is for kids' or that 'my clients aren't interested in the Internet and Social Media', then the workshop is probably not for you.  But why not come with an open mind!


Where is it being held?

The offices of Dimensional Fund Advisors are easy to get to, with convenient access to major mainline and underground stations (Regent's Park, Great Portland Street and Warren Street).  It is a relaxed, comfortable and professional environment, with plenty of natural daylight.  Tea/coffee and refreshments are available thoughout the day.

Dress code is smart casual.

The address is Dimensional Fund Advisors, 20 Triton Street, Regent's Place, London, NW1 3BF.  Click here for map.


What time does it start?

08.30am for 09.00am prompt start.
4.30pm finish

You should put the 10th January 2017 in your diary and book your place now.


Your host for this workshop 

Philip Calvert FInstSMM FPSA is the founder of the award-winning social networking website LifeTalk and is in demand globally as a speaker at conferences and training events on how to attract new customers through LinkedIn and Social Media.   

Speaking on how to use Social Media effectively in business, Philip’s audiences have included senior Directors from Hitachi, the Eden Project, Estee Lauder, Crossrail, DVLA, The Royal College of Surgeons, the DTI, Del Monte, Oracle, River Island, Scottish & Newcastle, BUPA, Zurich, the PFS, the IFP, The Royal Institution of Chartered Surveyors, France Telecom, BP, University of London, the British Medical Association, National Express, Oxfam, Ford, George Wimpey, Domino's Pizza Group, HM Prison Service, Littlewoods Gaming, Fullers, the Food Standards Agency, the Independent Police Complaints Commission, Miele, John Lewis and many others. 

Philip specialises in how to use Social Media in Regulated industries and has multiple Financial Services clients.  His experience, insight and enthusiasm bring a unique ‘behind the scenes' view on how financial advice professionals can build their brand and attract new clients through LinkedIn, Social Media and the wider Internet.



Your investment and Guarantee

Your investment in this one day intensive course is £295 - discounted to £157 plus VAT (£188.40) for immediate bookings.

Your investment includes teas, coffees, lunch, refreshments throughout the day.  In addition to your strategy document which you'll take away on the day, each attendee will also receive a free copy of Philip Calvert's Social Media Strategy Template for financial advisers. 


Sign up safely and securely using either Paypal, or the PayPal button using your credit or debit card.  We'll then confirm your place.



 You should sign up here


Choose your price



"A very interesting and informative day.  I have now managed to get my Linkedin profile to appear on the first page in a search for my keywords, and the only two above me are in Australia and Hong Kong!  Can't be bad."  Dylan Roberts, Financial Adviser


Questions before you sign up?

Please contact us





An important note about timing

To ensure that we cover everything in the schedule and to be fair to everyone, the event will start ON TIME. When the programme says it starts at 09.00am we mean just that.  We're sure you will understand the importance of this.  Thank you.


"Went on the London workshop last week. Brilliant! A real eye opener and very worthwhile event. It is totally relevant to all advisers."  Financial Adviser, Manchester




Choose your price


Cancellation Policy

People rarely cancel their booking, but if you do we'll do our best to transfer your ticket to a future workshop or provide a full refund. In the event of you cancelling your booking within 7 working days of the workshop, there is no refund though we are happy to transfer your ticket to a colleague.


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Author: Philip Calvert
Posted: Monday, August 08, 2016 | 10:15:23 AM

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