Marketing and Lead Generation for Financial Advice Professionals: From Prospects to Profits – Proven Strategies for Financial Advisers to Attract More of their Ideal Clients

Attention IFAs, wealth managers, financial advisers and financial planning professionals… Are you looking for proven ways to highlight your value and attract more of your ideal financial advice clients and connections?

Over a forty-year career in financial services, Philip has been studying what the most successful IFAs, financial planners and advisers do to attract and retain more of their ideal connections and dream clients.

This comprehensive book reveals a wealth of proven tips, techniques, strategies and ideas for articulating your value and expertise, and winning more of the financial planning clients that you really want. Featuring case studies of advisers from the UK, Europe, USA and as far as New Zealand, financial advice professionals share the very best of what has consistently delivered the goods from their marketing and lead generation activities.

In addition to cutting-edge but simple digital ideas, this book highlights the very best in traditional and ‘old school’ marketing techniques – many of which Philip has added a powerful modern twist.

From seminars to LinkedIn, client events to Facebook ads and from referrals to podcasting – and much more – if you make one investment in your business development this year, make it MARKETING AND LEAD GENERATION FOR FINANCIAL ADVICE PROFESSIONALS.

“Phil has intimate knowledge of financial adviser business models from his career as a speaker and community builder. It’s no surprise then that he’s nailed it with this book. Financial advisers will find this an indispensable guide to marketing their companies to connect with more clients and grow their business as a result.”
Roger Edwards, Marketing Speaker and Consultant

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