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Speaking, Training and Consultancy for IFAs

If you're not on Google - you don't exist!

IFAs, Mortgage Brokers, Life Planners and Financial Planners traditionally find new business enquiries through referrals and professional connections. Increasingly however, consumers are turning to the Internet as their preferred source to find information on the investment markets and other financial matters.

Whilst there are a number of online directories of financial advisers, very few financial advisers' websites appear high in search engine rankings when consumers use the Internet to find a local IFA or Financial Planner. To a large extent, IFAs and Financial Planners have missed out on the opportunities that the Internet brings them to find new clients, enhance relationships with professional connections, treat customers fairly and to develop new online services.

But the good news is that IFA Life is able to provide financial planning firms with world class Internet marketing training and consulting to help them grasp and profit from the exciting opportunities available.

Philip Calvert is founder of IFA Life
- an independent and high-profile marketing consultant and speaker who specialises in helping IFAs and Financial Planners to:

  • Develop and crystallise their online marketing strategy
  • Achieve higher rankings for their website on Google and other search engines
  • Incorporate professional networking techniques into their client acquisition activities
  • Develop their own high quality client seminar prgrammes


Financial Planners normally request training and consultancy on a daily basis or on three and six month mentoring programmes. Philip is also available to run workshops, breakout sessions or deliver keynote speeches at financial services conferences, exhibitions and sales meetings.

Life, pensions and investment providers are also able to book Philip to speak at their own conferences and sales meetings, and to provide marketing training to financial advisers on their behalf. Philip is available to speak worldwide.

  • Full and half day Internet and Website consultancy for IFAs - please click here
  • Seminar Selling workshops for IFAs - please click here


Read what IFAs and financial planners say after working with Philip Calvert here >>>

Philip is the author of the acclaimed marketing books Successful Seminar Selling (How to Books) and Wake-Up Your Website! - a practical, easy step-by-step guide for financial advisers on how to improve their Google rankings. Philip is also a regular speaker at leading industry conferences and events - including the Institute of Financial Planning and the Personal Finance Society. Philip has also been a keynote speaker on two occasions at the prestigious Asia Pacific Financial Planning Conference in Singapore.

Contact Philip Calvert by email to or by phone to +44 (0)7773 359 619.

"Bold statement - but the most useful seminar that I have ever attended for my business. An absolute must if you are serious about increasing your business." Mike Legassick, Positive Solutions.



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