The Financial Adviser Lead Generation System

Are you a financial adviser struggling to generate a consistent flow of high-quality leads - or wondering how the most successful advisers seem to attract business without chasing it?
You’re not alone. And you’re not doing anything wrong. But you may be missing a system.
After 47 years working closely with financial advisers, author and adviser marketing specialist Philip Calvert has seen the same patterns again and again - thousands of conversations, events, workshops and coaching sessions have revealed one critical truth:
The advisers who grow consistently don’t rely on random tactics. They follow a repeatable system - one that works at every stage of their career.
The Financial Adviser Lead Generation System™ is your roadmap to building that system.
Whether you’re:

• A trainee preparing for qualification
• A newly qualified adviser trying to build momentum
• An established professional looking to refresh your pipeline
• Or a top performer thinking about succession or scale

…this book gives you a proven, step-by-step framework that will help you generate leads more effectively, with less stress and more confidence.Inside, you’ll learn how to:

• Define your ideal client with total clarity
• Build a powerful trust foundation and personal brand
• Create valuable, high-trust content that attracts attention
• Spot and respond to early signs of client interest
• Convert curiosity into real action through consistent follow-up
• Use AI, automation and storytelling to elevate your visibility and efficiency
• Apply the CONNECT System™ in a way that suits your personality, niche and business model

Unlike other books that focus on marketing theory or overwhelm you with tactics, this is a practical, adviser-specific system built on what really works - across the UK and beyond.
With real-world examples, practical templates and no-fluff advice, you'll walk away with clarity, strategy, and a client acquisition process you can actually stick to.
If you’ve ever asked:

• “Where do I start with marketing?”
• “What should I be doing to get better clients?”
• “How do other advisers find new business?”
• “How do I stay visible without selling all the time?”

…this is your answer.
The Financial Adviser Lead Generation System™ is not another marketing fad. It’s the practical, proven strategy trusted by successful advisers to attract ideal clients again and again. If you’ve ever wondered how the best financial planners, IFAs and advisers attract business so naturally… this book reveals their secrets.