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Training & Support

In this section you will find helpful tips, guides and videos to help build on your understanding of clients, the market and marketing for lead generation. Knowledge across these three key areas will support you with your lead generation activity.

Creating a powerful LinkedIn profile

Having a trustworthy profile page is important for reaching out and networking with both industry contacts and future clients, as...

How to utilise your LinkedIn page to draw in future clients

Learn how to optimise your profile page with Phil by making sure the LinkedIn algorithm is picking up your account....

Phil Calvert discusses identifying your LinkedIn strategy

Reach your business potential with Phil Calvert, as he explains why it's important to have a strategy plan on LinkedIn...

The methods behind using LinkedIn as a business tool

Industry expert Phil Calvert advises on the best way to use LinkedIn and employ your profile as a tool that...

The importance of understanding LinkedIn as a networking platform

Understanding the difference between social networking and social media on LinkedIn can help you elevate your LinkedIn marketing. Learn from...

Phil Calvert gives an overview of marketing essentials and how to master LinkedIn

Keep up to date with LinkedIn marketing, as Phil Calvert, a financial industry expert, summarises his essential marketing materials. Phil...

Learning the right techniques for networking on LinkedIn

Learn how to successfully reach out to other people with techniques that encourage a response, including a personal message. Phil...

How equity release could help your clients

Download our handy 1 page document about the benefits of equity release and the different areas to consider with your...

5 Essential Social Media Marketing Tips

Social media can be one of the most powerful marketing channels at your disposal, but it’s one that many financial...

Q1 2023: Spotting an equity release client

Read Air’s brand-new quarterly guide to Spotting an Equity Release Client. This data-driven guide has been created to help advisers...

The Appliance of Science for Lead Generation with Jon Dunckley

Jon Dunkley, Director of About Consulting Group, has been providing training, consulting, and authoring services for financial services businesses of...

Digital marketing tools for a modern later life lending adviser with Phil Calvert

Philip Calvert is an author and keynote speaker, with over 40 years’ experience in financial services. Phil has been described...

Best Adviser Support (Firm)

In a complex and fast-moving market, providing advisers with support to help them keep their finger on the pulse has been critical. Whether it’s latest products, updates in technology or adapting to regulatory change, lenders have had to constantly evolve their support. So who’s done this best?