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The IFA Internet Marketing and Technology Seminar 2008

5th December 2008

"88% of IFAs believe the Internet could be of great value to their business but want more
help to understand how to benefit from it."

Note: IFAs and Financial Planners in Belfast and Northern Ireland, please click here >>>


If you have a website or are thinking of building one - this could be the most important page you ever read. Simply, I'd like to help you make a lot more money by using the Internet more effectively in your practice.


Here's what IFAs are telling me:

Thousands of IFAs around the UK want to learn how to use technology and the Internet better in their businesses. So I've worked hard to create a workshop that will do just that. In particular, IFAs are telling me that they want to learn how to:

  • Use the Internet to enhance and improve their client communications
  • Create new services for top level or 'platinum' clients
  • Use technology and the Internet to Treat Customers Fairly
  • Use technology and the Internet to build value in their businesses
  • Create new income streams using technology
  • Attract older and higher net worth clients who use the Internet
  • Appear higher in Google and search engine rankings

Last year ITN News were looking for a marketing expert. ITN's producer used Google to find someone to interview and out of over 88 million entries they chose me. I do THREE THINGS online which I'm certain are responsible for them finding me amongst everyone else. At the IFA Internet Marketing seminar I'll share with you exactly what I do and how you can do the same three things so that you can be visible on Google when consumers want to find an IFA in their area.

So whether you already use technology and the Internet in your business or are just starting to get your head round it, this event will make a BIG difference to your results. It will:
  • Clarify how you'll use the Internet over the coming years to add value to clients
  • Improve your visibility on Google and other search engines (Guaranteed)
  • Reveal how to create new income streams from your use of technology


This is not a theoretical presentation, but a hands-on, comprehensive workshop that gives you proven tips and tools that will help make money for your IFA business - and regardless of the size of your practice.

You'll learn the same techniques that we use in IFA Life and which my consulting clients now use. In the last year alone, I have given this presentation to IT Directors at Hitachi, the Eden Project, Estee Lauder, Blockbuster Video, DVLA, The Royal College of Surgeons, the DTI, Del Monte, Oracle, Scottish & Newcastle, BUPA, Zurich, Standard Life, Friends Provident, The Royal Institution of Chartered Surveyors, 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 and John Lewis.

The good news, is that you don't need to be an IT Director to benefit. You just need to be an IFA who believes that technology and the Internet have a part to play in your business - now or in the future.



Just a few of the many topics we will cover:
  • 7 deadly sins that almost all IFAs make with their websites
  • 10 features that IFAs MUST include on their website
  • 4 secrets of communicating with high-net-worth individuals online
  • How older clients use the Internet and how to engage with them online
  • 3 proven techniques to build trust and enhance your professional credibility through your website
  • An important change in the way consumers use the Internet and why IFAs must understand it
  • The single most important feature of an IFA's website and how to make it work harder for you
  • Understanding Google and how to appear higher in the rankings than other IFAs in your area
  • How to use the Internet effectively on a limited marketing budget
  • How to develop financial advice services that make money for IFAs while you sleep

How will this event be different?

I attend a lot of technology events myself, and most are little more than a dull promotion of the seminar host's own technology or software tool.

At this event you won't get 'dull' and you won't get a full-day advertisement. I promise you'll be educated, entertained and inspired to take action immediately. You'll get clear, logical, easy-to-implement ideas - most of which will make a difference to your business straight away. I won't hold anything back either - the object of this event is to make you money, so you'll hear it straight. You'll hear what you're doing wrong and how you can put it right.


Who should attend?

Any financial adviser who believes that the Internet has a part to play in their business - either as a marketing tool or as a vehicle to add value to clients or to create value in their business. This will include IFAs, Financial Planners, Mortgage Brokers and Product Providers who want new ways to engage with IFAs.

Take it from me that ALL financial advisers will benefit. Whether you're a small IFA firm, run a large National IFA, Network or Support company - everyone wins. What's more, you don't need any special computer skills, no training in website design or Internet marketing experience. You don't even need a budget because most of the ideas you'll learn cost little if anything to set up.

Please do not attend this event if you're not open to new ideas. Much of the information you'll learn will be dramatically different from anything you've heard before, so come with an open mind and be prepared to learn.


How IFAs and the industry have benefited from Philip Calvert's seminars

"Best seminar attended in many months. Clearly presented and valuable content." Alan Ward, Gateway Financial Ltd

"Fantastic and eye-opening. Do it - attend. There is a tremendous online opportunity that you may not even be aware of." Alan Cox, Zenith Asset Management

"Not to be missed if you want your business to move forward." Roger Van Cleak, AFH Independent Financial Planning

"Great ideas! And I thought I knew a lot about the Internet." Paul Bennington, Mortgage Insurance Services Ltd

"Stunning. The most powerful demonstration of how much is going on in the e-world." Martin Wells, Health Circle Ltd

"Any IFA looking for help in using technology to make their business more profitable should talk to Philip Calvert. Philip's superb presentations on PIMS and PIMS International revealed an amazing insight into how the Internet can benefit financial advisers - including many practical ideas that motivated and inspired the IFAs present. Highly recommended." Victoria Greaves, Conference Manager, PIMS UK and PIMS International

"I fully expect to look back in 5 years time and regard my first contact with Philip as a major milestone in my life. One week later and I have already gained an incredible amount of knowledge. Fantastic!" Chris Kelly, Hanson Wealth Management

"I attended one of Philip Calvert's eye-opening workshops on how IFAs can make better use of the Internet in their practice. It took me just 20 minutes to implement one of his ideas, and within a day I found myself at the top of Google." Chris Wicks - Financial Planner, Cheshire

"I saw Philip present at an Intermediary conference in January and he really is very, very good." Martin Trenchard, Head of Corporate Client Management, Standard Life



Your Host for this event

Philip Calvert is the author of two books on marketing related topics. He's the founder of IFA Life - the world's first professional networking website for financial advisers and is a regular contributor to the financial press on technology and Internet issues. When you come to this event you'll be learning how it's done by someone who is practicing what he preaches every day.


What we'll be covering at this event and how IFAs like you will benefit

The Internet is now a powerful resource that IFAs can use to build and enhance their service proposition. It won't replace good old fashioned face-to-face service - but every day, exciting new ideas and resources appear online - many of which are helping IFAs to market their services, grow their profits, improve their brand, connect with professional introducers and better support their clients.

But keeping track of it all can be hard work, time consuming and often confusing. Proof that financial advisers are not yet benefiting from developments on the Internet is that 84% of IFAs receive less than 5 enquiries per week from their website. Whilst most IFAs see their website as an "online brochure", 84% are excited and curious about the Internet and see it as an opportunity to promote their business, find new clients and to develop new service propositions.

In fact 88% of IFAs believe the Internet could be of great value to their business but want more help to understand how to begin benefiting from it.

The IFA Internet Marketing Seminar is aimed at IFAs, Mortgage Brokers and Financial Planners who want to learn more about the Internet and how it can benefit their business. It's designed for IFAs by experts with a proven track record of helping IFAs to develop their business. It has also had the input of many successful IFAs who are already benefiting from the ideas you'll learn on the day.

Like many previous IFAs who have attended Philip Calvert's acclaimed seminars, you'll discover a wealth of valuable, practical and proven tips and techniques that will add value to clients and create value in your business - including:

  • The New Rules of the Web - what every IFA must learn about the Internet and put in place by 01/01/2010
  • How to encourage greater loyalty and more regular visits to your website from existing clients
  • How to use the Internet to create new services and income streams for your IFA business
  • Simple tips to optimise your IFA website to appear on the first page of Google so that you can be found more easily
  • How to integrate an Internet plan into your existing marketing activities
  • How to make your website more 'client friendly'
  • How to use online portfolio management tools and other web resources to create more referrals and greater loyalty from clients
  • How to use your website to help Treat Customers Fairly
  • How to use the Internet to find new clients, new resources and new professional introducers
  • How to use the Internet to network and find new business contacts
  • How to differentiate your online presence for niche client groups
  • How to turn your website into a profitable distribution route in its own right
  • How to build a powerful Internet presence even if you don't have a website!
  • The truth about Blogging - what it is, why you should be doing it, how to do it and what really works
  • The truth about Online Social Networks - what they are and how they can benefit your business
  • The truth about Email marketing - is it dead and buried or still a powerful business tool?
  • The truth about Podcasts - what they are, how to create one and what it can do for your business
  • The magic of 'RSS'. What it is and how it can create greater client loyalty
  • The advantages and disadvantages of IFA 'brochure sites'
  • The advantages and disadvantages of ready-made 'template sites'
  • How to complement and make the most of your listings on unbiased.co.uk
  • How to create Community around your business (and why this is one of the single most important things for IFAs to be doing right now)
  • How to create a valuable client eNewsletter
  • How to create a simple but effective online marketing plan
  • How to use technology strategically within your practice
  • 3 powerful and free tools to help you analyse the performance of your website
  • Revealed - What consumers really want from an IFA's website
  • How to work with and help consumers who want to do 'DIY financial planning'
  • A multitude of little-known Internet tips, tricks and ideas to enhance IFAs' visibility, credibility and reputation
  • How to offer services through your website which complement your face-to-face business
  • 10 ways to create income from your website
  • Examples of IFAs who are fully maximising the Internet; what you can learn from them and how you can do it too


If you think this is a lot of information - you're right. And this is just an outline - so if you're an IFA that wants to learn more about the Internet you've got to make it to this event. Put everything else on hold so that you can be there.


An important note about Timing and Questions

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 10.00am we mean just that. I'm sure you will understand the importance of this. Unlike many other seminar hosts, if you have a burning question that you want answering we encourage you to ask it straight away - not wait until the end. Although the event finishes at 4pm, I don't leave until everything is crystal clear in your mind. And you'll see in our Bonuses for Attending below that you can benefit from a personal consultation after the event.


Everyone leaves with a Personalised Plan

This is one of the most important parts of the day. Just after you complete your evaluation sheet you'll create an Action Plan to follow when you leave so that you know exactly what you're going to do next to start benefiting from the wealth of information you'll soak up on the day. That way there will be no uncertainty as to how to get moving.

How many seminars have you attended with great information but no plan to follow?! You'll leave knowing exactly what to do and in what order. We'll give you a plan of action that will make your success online a certainty.


Price and Guarantee

Your investment in the IFA Internet Marketing Seminar is just £167 for IFA Life members. (Prices inclusive of VAT). The event has a LIFETIME GUARANTEE. That means that if at any time in the future you are not 100% satisfied with the incredible amount of information you'll receive at this event, just request a refund and I'll give you your money back. Simple.


Over £500 worth of bonuses for early registration

Sign up for this event now and receive bonuses worth over £900

Bonus #1: A 30 minute telephone consultation with Philip Calvert, including an appraisal of your website with personalised suggestions for better search engine optimisation. Simply contact me after the seminar to book your call. This bonus is worth £275

Bonus #2: A copy of my eBook Wake-Up Your Website! 101 Easy Tips for IFAs to Improve their Google and Search Engine Rankings. This is worth £45

Bonus #3: Attend any seminar or event of mine for the next 2 years at a discount of 50% off. Even if you attend just 3 events, this bonus could be worth over £150 to you

Bonus #4: Free enhanced profile listing on IFA Life. This is worth £197

 

Where and when - make a note in your diary now

Date: 5th December 2008

Venue: Hilton Bracknell, Bagshot Road, Bracknell, Berkshire, RG12 0QJ. Conveniently located between the M3 and M4, all our previous seminar attendees have found this to be an ideal location. Some travel from long distances to attend and Bracknell railway station is just a few minutes away. Website here.

Timing: The event starts at 10.00am prompt after coffee and networking at 09.30am. The event closes at 4.00pm - though I will not leave until anyone who has questions is able to spend time with me.

Seating: Limited to 30 maximum.

Anyone attending is welcome to join me afterwards for refreshment at the bar. Many of my previous seminar attendees have told me this is an incredibly valuable part of the day as you get to network and talk to other participants in a relaxed environment.


Easy ways to register


Online: By credit or debit card safely using the PayPal link here (you do not need to have a PayPal account to use this):


IFA Life ELITE members:
FREE. Simply send an email to elite@ifalife.com to reserve your seat. To join IFA Life ELITE now, please click here.



IFA Life members and those booking immediately: £142.13 plus vat = £167





Telephone: +44 (0)1483 548 666 or +44 (0)7773 359 619
Post: Please send your cheque payable to Ciris Business Development Limited:

Philip Calvert, IFA Life, 1 Beaver Cottages, Smithwood Common, Cranleigh, Surrey, GU6 8QX, United Kingdom


Questions before your register?

Feel free to call me on my direct line if you have any questions before registering. The number is +44 (0)07773 359 619


Can't make it to the event?

We strongly recommend that all IFAs attend this special event, but if it's absolutely impossible then there is another choice. Joining my IFA Internet Marketing and Consultancy Programme will keep you right up-to-date on the latest developments on the Web. Full details here.


Why you must not miss this event

IFAs who use technology and the Internet strategically will have many advantages over those that don't. At this one event you'll learn many techniques that will more than cover the cost of attending. In fact you'll learn things that could be worth tens of thousands of pounds to you over the coming years. So you owe it to yourself to invest in this amazing opportunity. Take action now - if you put it aside you'll forget about it!

If you do that, your IFA practice will miss out on the opportunity to uncover the secrets of how to use the Internet to support your clients and dramatically increase your income. The free bonuses alone are worth more than 3 times your investment in the seminar - not to mention the incredibly valuable content you'll receive at the event itself.


Miss this event at your own risk! Everything you'll hear at this event has been tried, tested and is proven to make a difference. You're not going to hear a load of theoretical fluff! So if you're thinking of missing this event, please think again. I give you my personal guarantee that this event will be worth your time. You can sit on your hands and do nothing - or you can register right now. The information you'll hear will pay you dividends for years to come.

I look forward to seeing you in Bracknell.

Yours sincerely


Philip


PS Last year's IFA Internet marketing Seminar sold out in just a few days. Don't miss your opportunity - make sure you register now to get your bonuses and an early chance to be in one of the Hot Seats.

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