A 38-minute view.
I have long been a fan of the great work Phil Calvert does helping advisers and planners focus their marketing, social media presence and in particular his skills helping practitioners work out their lead generation strategies.
Always entertaining as well as informative Phil delves into LeadGen in this session and it is absolutely packed full of ideas and tactics for defining and refining this key area of new client attraction.
I say this a lot, but this is definitely well worth thirty eight minutes of your time.
As ever, thanks to Phil for his time and willingness to contribute to the community.
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Adviser Insight: Tom Ham
24 February 2022