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New Income Streams for IFAs is happening in 4 days
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IMPORTANT POLL: Help us shape this group to your needs
Are you or your business going through a period of change or transition right now? It could be internal processes, brand refresh, redundancies, tech changes, cultural changes - something else etc. Thanks in advance...
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IMPORTANT POLL:  Help us shape this group to your needs
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Welcome to the Adviser Growth Community! (Start Here )
Hi, I'm Phil and welcome to Adviser Growth! 🔥 We're an exciting, positive, friendly and thriving community of financial advice and financial planning professionals who are here to network, share best practice, get answers to questions, exchange ideas, and to provide help and support to one another. And yes - to have fun! 🥳 You should read our group standards here. ===> Your First Step: Introduce yourself and maybe even share a photo of your workspace. You'll earn points for adding great content and for interacting with other members, and over time this will unlock bonus content for you. Feel free to ✄ copy/paste this template 👇 Where are you from? What sort of clients do you enjoy working with? What do you hope to get from this group? ===> One more thing: If you haven't already found it, you can access the Skool app in the two main stores below. The best experience is on desktop or laptop, and like most apps, different users have different experiences. I'm on Android and haven't had any issues at all - in fact the app is pretty good. If you do have any problems, please drop me a line and I'll pass it on: https://apps.apple.com/us/app/skool-communities/id6447270545 https://play.google.com/store/apps/details?id=com.skool.skoolcommunities&hl=en&gl=US&pli=1 Let's get started!
🤖 Intelliflo Just Raised the AI Stakes
Intelliflo has announced a major upgrade to its platform, bringing agentic AI into the heart of adviser workflows. In simple terms, the software won't just sit there waiting for instructions. It will continuously monitor activity, spot anomalies, prepare advisers for reviews, flag upcoming client decisions and adapt to the way individual firms work. The bigger picture? We're moving beyond AI as a tool and towards AI as an active participant in the advice process. The advice remains human. The decisions remain human, but the monitoring, preparation and routine oversight increasingly won't be. Our friend @Ian McKenna described the move as "throwing down the gauntlet" to the rest of the advice technology market. The question for advisers is no longer whether AI will become part of advice businesses. It's how quickly it becomes embedded in the systems you use every day. What do you think? Exciting step forward, or does it raise concerns around over-reliance on technology?👇
🤖 Intelliflo Just Raised the AI Stakes
The Phil² Sessions - out now
Episode 1 of 𝑻𝒉𝒆 𝑷𝒉𝒊𝒍² 𝑺𝒆𝒔𝒔𝒊𝒐𝒏𝒔 is out now on Spotify. In the first episode of The Phil² Sessions, Phil Calvert of LifeTalk and Phil Bray of the Yardstick Agency take a relaxed and unfiltered look at what's happening in financial adviser marketing and lead generation right now. They discuss practical examples of adviser marketing that are working, explore the growing impact of AI on search and lead generation, debate the merits of buying leads versus building your own marketing assets, and answer real-world marketing questions from advisers. The conversation covers everything from community-building and networking to websites, social proof, public speaking, PR and VouchedFor. No scripts and no jargon - just honest conversations about helping advice businesses grow. Subscribe on Spotify now: https://open.spotify.com/episode/2cgAV0ZLLS78nXykt3TZnJ?si=37f9383ecce448eb
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The Phil² Sessions - out now
𝑻𝒉𝒆 𝑷𝒉𝒊𝒍² 𝑺𝒆𝒔𝒔𝒊𝒐𝒏𝒔 begin tomorrow!
Last chance to register for the hottest new podcast to arrive for financial advisers. 𝑻𝒉𝒆 𝑷𝒉𝒊𝒍² 𝑺𝒆𝒔𝒔𝒊𝒐𝒏𝒔 begin tomorrow, Friday 5th June at 10.30am. Live webinar followed up by the podcast. What's it all about? In a word - marketing! With decades of marketing experience between them, Phil Bray of the acclaimed Yardstick Agency and myself Phil Calvert will look at what's working for advisers, what's not, marketing news and updates and a deeper dive into a range of lead generation topics. Plus, we take your questions live and aim to help there and then. Register now at https://us02web.zoom.us/meeting/register/AbUPOLGIRhmvFnYc3C_mnw
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𝑻𝒉𝒆 𝑷𝒉𝒊𝒍² 𝑺𝒆𝒔𝒔𝒊𝒐𝒏𝒔 begin tomorrow!
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Adviser Growth Community
skool.com/adviser-growth-community
For IFAs, financial advisers & financial planners exploring new marketing ideas, new models, new income streams and how AI fits into their business
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