The Financial Adviser Marketing and
Lead Generation Masterclass

January 20th 2022

Get real clarity on how to attract more of your ideal clients

Your hosts

Phil Bray, The Yardstick Agency

Phil Calvert, LifeTalk

For the first time, Phil Bray and Phil Calvert join forces for a unique
marketing and lead generation training event for financial advisers

In one unique and powerful day, discover how to master financial adviser marketing and attract more of the clients you really want...

No Theoretical Fluff, Just Proven Marketing and Lead Generation Best Practice for Financial Advisers

Over FIFTY years experience supporting financial advisers with their marketing.

Do you ever feel that marketing and lead generation is just too much like hard work?

The first online forum for financial advisers was started in 2004, and it quickly grew to become a valuable resource of business best practice for the profession, covering everything from how to start an IFA business right through to how to prepare one for sale.

But the single most common questions asked by financial advisers were (and still are) always about marketing and lead generation.

Who here uses Unbiased?
Who attends networking events?
How can I get more referrals from accountants?
Has anyone tried using seminars to attract clients?
Do Google ads work?
Do I need a blog?
Why isn't my website working?
I'm a new adviser - how do I go about getting clients?

And many more...

The fact is that whilst most adviser firms are not looking for hundreds of new clients each month, they are looking for a sensible and controllable number of quality enquiries - ideally where they can pick and choose the ones they want to work with.

But many many financial advisers have never really truly discovered what marketing actually works for them, and have often been distracted by the latest 'shiny new thing' or what other advisers might be doing.  And that makes marketing and lead generation confusing at best and stressful, time consuming and overwhelming at worst.

Whilst there is no one size fits all approach to financial adviser marketing and lead generation, there is a mountain of best practice - strategies that consistently deliver the goods, so that you can switch your marketing on and off when you need it.  That means no more confusion and no more stress.

So your Marketing and Lead Generation Masterclass on 20th January will distil what really works, what doesn't and where you can choose to put your focus.

Here's just some of what your day includes

  • Your Marketing Strategy - Why every adviser firm needs one and how to create it in easy steps
  • Making the most of listing and directory sites - Unbiased, VouchedFor etc
  • Compelling website design - What works, what doesn't, what never will
  • Referrals and Recommendations - Why almost every financial advice firm is missing out on attracting more of their dream clients
  • Client Events - From seminars to webinars, how to guarantee high quality new client enquiries
  • Attracting more and better website visitors - From Google ads to content marketing
  • Collaboration - Easy and proven ways to collaborate with other advisers for the benefit of each other
  • Back to the Future - Marketing strategies that the most successful financial advisers have always used
  • Making every website visit count - How to convert more of your visitors into conversations
  • The Power of Social Proof - How to attract and use testimonials and recommendations
  • Client Education - The secret marketing weapon that clients love
  • Personalised Marketing - Simple, easy ideas that really work, including the exact marketing tactic used by the most successful financial adviser we have ever met
  • Social Media Winners - Best practice from advisers who successfully harness Facebook, LinkedIn, Instagram and more...

Plus multiple low and no cost quick wins that any financial adviser can put in place immediately

"Marketing and lead generation for financial advisers
that really works"

Who's attending this very special event

  • IFAs and Financial Planners
  • ​Wealth Managers
  • ​Mortgage and Protection advisers
  • ​Later Life advisers
  • ​Office Managers and marketing teams
  • ​Paraplanners
  • ​Support service providers


Whether you are just starting out with ambitions for the future, or a seasoned adviser with an open mind, this event is for you.  And whether you run your own business or are part of a larger firm, this workshop is packed with value for you too.

Whether you are looking to attract high quality new prospects or just add value to your existing client base, you're guaranteed a wealth of powerful and proven strategies when you attend.

And whether you want to enhance your profile locally, build relationships with professional connections or improve the quality and quantity of your referrals, this event will transform your approach to attracting more of the leads you really want.

When you leave at the end of the day, you'll be crystal clear about what you need to do next in your marketing to support your business or personal goals.  It's your choice what you do next.

Put the date in your diary now because you won't want to miss it

Thursday 20th January, 2022

Your venue

Ambassadors Bloomsbury
12 Upper Woburn Pl, London WC1H 0HX
Click for Map


09.00am tea/coffee for 09.30am start (prompt)
4.30pm finish

Teas, coffees, refreshments and lunch will be served during the day

Convenient location

Nearby mainline stations include London St Pancras, Euston and King's Cross.

Nearby tubes include Regent's Park, Great Portland Street, Warren Street, Euston Square 



Phil is the founder of the acclaimed The Yardstick Agency - specialists in financial services marketing and lead generation.  He’s long held a dream of providing truly high-quality marketing options to financial advisers and planners, and at this unique event Phil will be sharing startling insights into world class lead generation strategies.


Phil has been supporting financial advisers with their marketing for over forty years both in senior roles with providers and as an independent trainer, speaker and consultant.  He is the author of multiple books on marketing and has presented to over one million financial services professionals worldwide.

Bookings made in January 2022

£247     Only £185

"We're incredibly excited to be presenting the Marketing and Lead Generation Masterclass for financial advisers on 20th January 2022.  

In addition to a fantastic networking opportunity with your peers, we promise a high value, high content day where all advisers - large, small, employed or self-employed, directly authorised or part of a network or national will benefit significantly.

With fifty-three years of experience we've seen marketing fads come and go, but throughout that time some advisers have been able to consistently attract the clients they really want, and we're delighted to be able to share what they do so that you can too."

You should reserve your place now because we expect this event to fill up quickly.  We both look forward to seeing you on the 20th January!"

Phil Calvert and Phil Bray

We are very grateful to  our friends at the Later Life Lending Symposium for kindly supporting this event

The Later Life Lending Symposium gives advisers invaluable insights into the later life lending market and how they can market themselves to the appropriate audience.   Look out for events around the UK in 2022.

Guarantee your place by joining us now

Your investment includes discounts for taking immediate action

Almost Complete...

Immediate bookings made in November/December 2021

Limited places available

Bookings made in January 2022

£247   £185

VIP Ticket

Workshop plus 90 minute marketing consultation with Phil Bray and Phil Calvert over Zoom


Got a question before you register?  We’ll get you an answer within 24 hours when you email

Your booking includes:

  • High value, high content, full day marketing & lead generation workshop
  • ​Lunch and refreshments throughout the day
  • ​Personalised marketing & lead generation assessment/report
  • ​Free eBook:  The Financial Advisers Guide to Attracting High Quality Leads on LinkedIn
  • ​Free eBook:  Successful Seminars and Client Events for Financial Advisers (358 pages)
  • ​GREAT networking opportunity with your peers

Full joining details and Marketing Assessment will be sent seven days before the workshop.  Free eBooks will be sent the day after the workshop.

VIP ticket consultations should be taken within six months of the event.

Don't miss out on this incredible one day event.  Join us now.

The Yardstick Agency

Refund Policy.  Refunds less £10 admin fee will be available for cancellation any time up to and including 5th January, though tickets may be passed to someone else or exchanged for a future event.  No refunds are available between 6th and 20th January 2021, though tickets may be passed to someone else or exchanged for a future event.

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