Philip Calvert, FPSA

Focus Sessions

Philip Calvert, FPSA is a financial-advisor-marketing expert. He was a pioneer of social media in financial services and founded the world's first online networking platform for financial advisors. He is in demand as an exciting speaker on LinkedIn lead generation and is the author of “56 New Income Streams for Financial Advisers: How to Turn your Financial Planning Expertise & Experience into Profitable Information Products for the Digital Age.”

How to Effectively Leverage LinkedIn and Social Media for Lead Generation

Language: English

Social media offers a powerhouse of opportunity, but financial advisors worldwide are consistently making errors on the platforms which, unbeknown to them, are making it significantly harder to attract more of the clients they really want. This session will help you improve your ability to leverage the various platforms for more referrals. Calvert reveals proven LinkedIn techniques to help advisors get found by more clients and shares connection scripts that get results. Clark shares how effective social media management can be valuable for both prospecting and marketing efforts. Chatzistefanou analyzes the way he is using tools and apps that allow him to build quality referrals. Don't miss this unique opportunity to dramatically transform your experience of social media as a proven lead generation tool.