Time and time again Financial Advisers tell us that they want to use Social Media more effectively - yet they are failing to see the results they hope for.  So we asked our network of IFAs, financial planners and advisers what their biggest pain points are with Social Media.  Here's what they revealed in order:

  1. Not having a plan - and not knowing how to get started with a plan
  2. Not knowing what content to post on Social Media
  3. Not having enough time or resource

Other big concerns included:

  • Not knowing which Social Media tools worked best for their target market
  • Not having sufficient technical skills to use Social Media effectively
  • Compliance hinders them

Without a Social Media strategy for your financial advice, financial planning or life planning business, any new clients you do see from Social Media will be by accident rather than design.  

Yet when you write and commit to a plan, you'll be amazed at the difference it makes - including a LOT more traffic going to your website.

So we're delighted to announce that on THURSDAY 23RD MARCH 2017 advisers will join us from all over the UK at a unique workshop where we'll tackle the issues holding them back head on.

What's more, we'll write their Social Media strategy there and then!

Advisers joining us will be in the unique position of being able to share Social Media best practice from financial advisers around the world who are seeing positive ROI from their use of online networking and 'Social Selling'.

Included for you Free...

Each attendee will receive a free copy of Philip Calvert's Social Media Strategy Planner - an interactive PDF planning tool where you can create and store the Social Media plan for your financial advice business.  This bonus is worth £147.

Your workshop will help you in SEVEN key areas:

  1. Creating your Social Media strategy – hardly any financial advisers have a clear, documented Social Media strategy, so at this workshop we will literally write your own strategy from scratch – a document you can take away and put into action immediately
  2. How creating a plan will find you more time to use Social Media
  3. How to identify the right Social Media tools for your market - AND find content to post (which won't scare your Compliance team!)
  4. Website traffic - how to send more of the right people to your website, plus techniques to convert more of it into quality new clients.  Plus how one financial planning firm saw a 2,244% increase in website visits in just one week using our plan
  5. Blogging – how and when to Blog, the tools you need and the key benefits to financial advisers (there are many more than you realise).  Including a little-known Blogging tool which will transform your success with Social Media
  6. LinkedIn – what one IFA did to attract £100,000 in fee income purely from his use of LinkedIn, including networking techniques on LinkedIn which attracted new clients the very first time that two IFAs used them 
  7. Twitter and Facebook – the pros and cons of using Twitter and Facebook, including tips used by Social Media professionals to drive traffic to their website 

"It was a BRILLIANT course on Tuesday, thank you so much!  I'm really looking forward to putting the action plan together."  Jonathan Palfreyman, Financial Director, Hiatt Financial

In addition we will answer regular questions which financial advisers ask us, including:

  • "How many leads can I expect each week from using Social Media?"
  • "Should I blog on my website or on a specialist blogging platform?"
  • "What should I Blog about and how long will it take?"
  • "Are my target clients really on LinkedIn - isn't it just a business audience?"
  • "Who should I connect with when I receive a connection request?"
  • "What are the compliance issues I should know about?"
  • "I've been on LinkedIn for seven years and haven't found a single client!  What am I doing wrong?"
  • "What is a Podcast and do I need any special resources?"
  • "I only use Facebook for personal posts - should I really be using for business too?"
  • "I've heard about 'Content Marketing' - what is it and how can it benefit my IFA business?"
  • "How much time should I commit to Social Media?"
  • "Can I outsource my Social Media activity?"
  • "Should I pay for the premium version of LinkedIn?"

...and many more.

Who should attend this workshop?

Any IFA, financial planner, life planner, wealth manager, mortgage professional or financial adviser or believes that Social Media has a part to play either now or in the future in how they attract, interact and engage with clients.  It is also extremely powerful if you are looking to attract new professional connections.

Your administration team, paraplanner, marketing people and compliance professionals are urged to attend too.

If you feel that 'Social Media is for kids' or that 'my clients aren't interested in the Internet and Social Media', then the workshop is probably not for you.  But why not come with an open mind!

Where is it being held?

The offices of Dimensional Fund Advisors are easy to get to, with convenient access to major mainline and underground stations (Regent's Park, Great Portland Street and Warren Street).  It is a relaxed, comfortable and professional environment, with plenty of natural daylight.  Tea/coffee and refreshments are available thoughout the day.

Dress code is smart casual.

The address is Dimensional Fund Advisors, 20 Triton Street, Regent's Place, London, NW1 3BF.  Click here for map.

What time does it start?

08.30am for 09.00am prompt start.  In fairness to attendees who travel long distances, we will begin promptly at 09.00am.4.30pm finish

You should put the 23rd March 2017 in your diary and book your place now >>

Your host for this workshop 

Philip Calvert FInstSMM FPSA is the founder of the award-winning social networking website LifeTalk and is in demand globally as a speaker at conferences and training events on how to attract new customers through LinkedIn and Social Media.   

Speaking on how to use Social Media effectively in business, Philip’s audiences have included senior Directors from Hitachi, the Eden Project, Estee Lauder, Crossrail, DVLA, The Royal College of Surgeons, the DTI, Del Monte, Oracle, River Island, Scottish & Newcastle, BUPA, Zurich, the PFS, the IFP, The Royal Institution of Chartered Surveyors, France Telecom, BP, University of London, the British Medical Association, National Express, Oxfam, Ford, George Wimpey, Domino's Pizza Group, HM Prison Service, Littlewoods Gaming, Fullers, the Food Standards Agency, the Independent Police Complaints Commission, Miele, John Lewis and many others. 

Philip specialises in how to use Social Media in Regulated industries and has multiple Financial Services clients.  His experience, insight and enthusiasm bring a unique ‘behind the scenes' view on how financial advice professionals can build their brand and attract new clients through LinkedIn, Social Media and the wider Internet.

Your investment and Guarantee

Your investment in this one day intensive course is £295 - discounted to £157 plus VAT (£188.40) for immediate bookings.

Your investment includes teas, coffees, lunch, refreshments throughout the day.  In addition to your strategy document which you'll take away on the day, each attendee will also receive a free copy of Philip Calvert's Social Media Strategy Template for financial advisers.  

Sign up safely and securely using either Paypal, or the PayPal button using your credit or debit card.  We'll then confirm your place.  Click here >>

One Time Offer:  Want even more inside tips and proven Social Media resources?

Join Philip Calvert's exclusive private membership community on Facebook where he shares little-known tools and techniques designed to support your business goals and increase your profits with Social Media.  

When you sign up for the workshop below, choose YES to also include 12 months membership of Philip Calvert's Private Social Media Strategy Group in your order.  Normally £324 pa to join the group, but just £97 when you join today >> 

You should sign up here >>

"A very interesting and informative day.  I have now managed to get my Linkedin profile to appear on the first page in a search for my keywords, and the only two above me are in Australia and Hong Kong!  Can't be bad."  Dylan Roberts, Financial Adviser

Questions before you sign up?

Please contact us events@ifalife.com 

An important note about timing

To ensure that we cover everything in the schedule and to be fair to everyone, the event will start ON TIME. When the programme says it starts at 09.00am we mean just that.  We're sure you will understand the importance of this.  Thank you.

"Went on the London workshop last week. Brilliant! A real eye opener and very worthwhile event. It is totally relevant to all advisers."  Financial Adviser, Manchester

Click here to sign up >>

Cancellation Policy

People rarely cancel their booking, but if you do we'll do our best to transfer your ticket to a future workshop or provide a full refund. In the event of you cancelling your booking within 7 working days of the workshop, there is no refund though we are happy to transfer your ticket to a colleague.