From Profile to Prospect: The Financial Adviser LinkedIn Visibility & Client Attraction System

From Profile to Prospect - The Financial Adviser LinkedIn Visibility & Client Attraction System™
by Philip Calvert

Are you a Financial Adviser Struggling to get Results from LinkedIn?

You’re not alone. Many financial advisers set up a profile… and then stall. Unclear on what to post. Uncertain how to stand out. Unsure if LinkedIn is even worth it. This book fixes that.

From Profile to Prospect is a practical, step-by-step system designed specifically for financial advisers, financial planners, wealth managers and IFAs who want to:

✅ Attract more of the right-fit clients
✅ Build trust and visibility without being ‘salesy’
✅ Use LinkedIn consistently, clearly and compliantly
✅ Unlock new business opportunities from introducers and professional connections
✅ Harness AI (like ChatGPT) to simplify content creation, save time and stay relevant

Written by Philip Calvert, the UK’s most experienced marketing consultant for advisers and founder of the LifeTalk community, this book cuts through the fluff and gives you a step-by-step proven process to attract more of your ideal clients.

It’s not about vanity metrics or chasing followers. It’s about building credibility and connection in a professional, human way.

You’ll discover how to:

• Craft a standout LinkedIn profile that attracts ideal clients
• Post with purpose (not pressure) using real-world examples
• Comment and message strategically to build relationships
• Create high-trust content that invites conversations
• Engage introducers, collaborators and peers intentionally
• Use tools like ChatGPT and conversational AI (including PHIL AI) correctly when using LinkedIn
• Measure what matters — and ignore the noise

Includes:

✓ A valuable workbook to help you follow and implement this process and turn ideas into action
✓ A 5-Day Fast Start Sprint
✓ The 7-Second Visibility Test
✓ Access to PHIL AI – a dedicated marketing AI tool for financial advisers that is trained on this book to support your journey

Whether you’re just getting started or ready to refine your LinkedIn presence, From Profile to Prospect gives you the confidence, clarity and tools to turn visibility into opportunity.

For other information about Philip Calvert visit www.philipcalvert.com