Philip Calvert

Phil shares his wealth of experience on leveraging technology and traditional methods to enhance lead generation and client engagement in the financial #advisery sector. With a focus on education, personalisation, and the power of AI, Phil offers actionable insights and examples of how advisers can transform their practices to meet the evolving demands of clients. Whether it's embracing AI for customised content creation or returning to proven tactics like seminars for direct connection, this conversation is packed with strategies to navigate the changing landscape of financial advice.

In this episode, Phil and Pete discuss:

• 00:00 - Introducing Philip Calvert
• 01:08 - Marketing change over time
• 05:15 - Educating clients as financial advisers
• 08:13 - Video communication and testimonials
• 10:32 - Effective strategies for engaging clients
• 21:39 - Crafting engaging quizzes and scorecards
• 24:55 - Best applications of AI in marketing
• 32:13 - Creating AI avatars
• 34:32 - How to get started with AI and press releases
• 39:20 - Successful old-school marketing techniques