Philip Calvert

Marketing and Lead Generation training for Financial Advisers, IFAs and Financial Planners at Sales and Marketing Keynote Speaker - Philip Calvert
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(386) 825-5501
Location
London Area, United Kingdom, GB

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Jeremy Cassell

I have never met Philip. We are not chums. He has not asked me to write this. So what you will read below is something called genuine!!! (you know what I mean). A couple of hours ago I was an audience member in a 90 minute session Philip delivered to us for a networking group called BIP (Business Is Personal) on how to use LinkedIn effectively. There are 2 things I wish to draw to your attention: 1. Philip knows his stuff. To use the cliche - he is a subject matter expert 2. Philip can present. Very well. I make a living working with 'C'' Suite leaders and managers helping them to design and deliver exceptional in person and virtual presentations. The presentation I have just witnessed goes straight into the top 3 best presentations I have since the first lockdown. Why? It was: aimed at us (the audience), very funny, practical, full of stories, piqued my curiosity, inspirational, content rich, and all actionable. I now know what to do to improve my LI profile. Can you tell that I rather enjoyed it? If you are looking for an LI expert (and I mean real expert) who will engage your team, get your business to tap into the huge potential of LinkedIn and inspire you then book Philip now (if you can, he may be full!)

Carole Spiers 🎤 Stress, Wellbeing, Organisational Change Speaker

Philip delivered an excellent deep-dive workshop session at our online Global Stress & Wellbeing Summit 2020 and as always, he delivers tips and tools that are easy to implement once the session is over. This is the second time we have invited Philip to our platform and look forward to doing so again.

Sally Kettle

Was lucky to 'meet' Philip whilst he gave an insightful online presentation on how to to make the best of LinkedIn. Learnt so much and now feel under a little pressure to get my act together on this platform! If you like my profile it really has nothing to do with me, but EVERYTHING to do with Philip's advice and tutelage!

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Credentials

  • Fellow of the Professional Speaking Association - FPSA
    Professional Speaking Association
    Jul, 2014
    - Nov, 2024

Experience

  • Sales and Marketing Keynote Speaker - Financial Services Specialist
    • United Kingdom
    • Professional Training and Coaching
    • 1 - 100 Employee
    • Marketing and Lead Generation training for Financial Advisers, IFAs and Financial Planners
      • Jan 2002 - Present

      Working with Financial Advisers, IFAs, Wealth Managers, Accountants and Financial Planners, I help them to attract more of their ideal clients and connections. From one to one consultancy sessions, through to in-house training sessions and global conferences, I have presented to over a million financial advice professionals worldwide.Specialist training for financial advisers includes:* How to design, build and execute a marketing strategy for your financial planning business* How to attract ideal clients with LinkedIn* How to use data based personalised marketing to attract more ideal clients* How to plan, promote and present successful client seminars, events and webinars* How to become a more confident, authentic and engaging speaker and presenterTake one of our free marketing Health Checks: - What is your marketing mindset as a financial adviser? Take our free quiz:https://advisermarketingreport.scoreapp.com - How effectively are you using LinkedIn as a financial adviser? Get your personal score:https://linkedinforadvisers.scoreapp.com - How effective are your communication and presentation skills as a financial adviser? Take our quiz at:https://adviser-presentation-skills.scoreapp.com

    • Presentation Skills and Public Speaking Trainer for Financial Advisers, IFAs & Financial Planners
      • Jan 2002 - Present

      How well trained are you and your colleagues to deliver your company's key messages and presentations? Whether you're delivering your value proposition, speaking at networking events or building relationships with potential introducers, your business impact often depends on high-calibre presentations.So why do so many businesses fail at speaking with clarity, confidence and conviction?Presentation skills are often seen as ‘nice to have’ skills rather than critical workplace competences, so are often ignored – or even avoided.Your prospects, clients and professional introducers respond best to presenters who use all of their communication tools to gain influence. One of those tools, is the information you convey, but HOW you deliver that information is at least as important to gain the impact you're looking for.Here are five reasons to have professional presentation skills training:It builds morale. Often people go out of their way to avoid presentations, but with training people go out of their way to find opportunities to presentDevelops loyalty. Professional development is no longer merely necessary for employees to learn and grow; it is expected. High quality presentation training supports their desire to grow and can increase retentionShared skills set. Even in work environments where collaboration is strong, employees often must think and work on their own. Yet, there is simply no substitute for key employees being in the same room, learning the same skill set all at the same timeProfessionalism. When it comes to reaching a higher level of communication effectiveness, presentation skills training is essential and can really allow your impact and influence to soar.Client relationships. Presentations – online or in person are proven to rapidly enhance the trust building process and build confidence in your financial planning proposition.Learn more at https://www.adviserlifetalk.com/presentation-skills

    • Sales and Marketing Keynote Speaker | LinkedIn specialist
      • Jan 2002 - Present

      From small CEO groups and breakout sessions through to large global conferences, I work with audiences around the world to help them grasp exciting new sales opportunities through LinkedIn, social media and online professional networking. Brexit and evolving international markets bring both challenges and opportunities, making it vital that businesses and sales professionals can adapt and thrive - so my speech content is designed for global audiences with inspirational stories and big ideas that are enjoyable, practical and fun across all nationalities.Trusted and reliable, I have spoken on LinkedIn lead generation at Asian conferences, European conferences, South African and Indian conferences - plus USA, UK, Ireland, Germany, Greece, Czech Republic, Singapore, Spain, Portugal, Italy, Bulgaria and the Netherlands with each attracting global delegates.Contact me through LinkedIn or by sending an email to philip@philipcalvert.com

    • Sales and Marketing Author - Financial Services specialist
      • Jan 2002 - Present

      Sales and marketing books for Financial Advisers:* Marketing for Financial Advice Professionals: Proven Tips and Techniques to Attract More of your Dream Clients in the Digital Age* LinkedIn Lead Generation for Financial Advisers: How to Attract More of Your Ideal Clients on LinkedIn* Successful Seminar Selling for Financial Advisers: The Financial Planner’s Guide to Attracting Profitable New Leads through Seminars, Workshops & Client Events* The Financial Adviser's Guide to Attracting Premium Quality Leads: How to use Online Scorecards to Attract Higher Quality, Higher Converting Clients* 56 New Income Streams for Financial Advisers: How to Turn your Financial Planning Expertise & Experience into Profitable Information Products for the Digital AgeOn Amazon at https://amzn.to/3wETjuo

    • LinkedIn Speaker for Schools, Universities, Students and Graduates
      • Jan 2002 - Present

      Today's tech-savvy students have grown up with internet enabled devices in their hands. That means that in addition to the support they'll get from teachers, parents and school careers leads - websites and apps are increasingly at the heart of how they choose the next steps in their education as they progress towards the exciting world of work.For many students, Snapchat, Instagram, WhatsApp, Twitter and others, are at the heart of how they communicate - but the time comes when they need to gradually transition from 'fun social networking' to 'professional social networking'. It means building new online communication skills and learning how to project themselves to future employers in the best possible light.LinkedIn expert Philip Calvert is an experienced speaker in schools, and in this short guide shares valuable tips and strategies for students on how to get to grips with LinkedIn - including how to create a compelling profile, the right and wrong ways to engage with people, how to network with other users, where to find information on universities, companies and businesses - and much more.In many countries, you can now join LinkedIn at the age of sixteen, so this guide is designed to help today’s school and university students to see beyond the cat videos, beyond the selfies and the filtered stories, to discover powerful technology that will support their career choices, help them to find the job of their dreams and to learn the skills and best practice of Online Social Networking. For teachers and careers leaders, a knowledge of LinkedIn will give you the confidence to highlight to today’s tech-savvy students how it can support them in their university and career choices. You can also use LinkedIn in support of your implementation of the Gatsby Benchmarks or regional equivalent.Training available at your school or university. Please contact me through LinkedIn or to philip@philipcalvert.comBook available on Amazon at https://amzn.to/32zCr5m

  • Zurich Insurance
    • Switzerland
    • Insurance
    • 700 & Above Employee
    • Head of National Accounts
      • Apr 1995 - 2002

      Head of National Accounts for Zurich Life - responsible for key accounts development and sales strategy for 30 major IFA and financial planning firms across the UK and Northern Ireland. Including Banks, Building Societies and other large IFA teams. Regular speaker at industry events and conferences.

    • Broker Consultant
      • Apr 1991 - Apr 1995

      Broker Consultant responsible for business development with a panel of IFAs, financial advisers and employee benefit consultants in the West End and City of London.

  • Unum UK
    • United Kingdom
    • Financial Services
    • 300 - 400 Employee
    • Broker Consultant
      • Aug 1978 - Aug 1990

      Responsible for supporting a large panel of financial advisers throughout London and the South East of England. Responsible for supporting a large panel of financial advisers throughout London and the South East of England.

Education

  • St John's School Leatherhead
    A Levels
    1973 - 1978
  • Advanced Presentation Skills Training
    2004 -
  • LinkedIn Lead Generation
    2004 -

Community

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