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Marketing and Finance (MAF) Podcast

Feb 11, 2015

MPAF31 – Phil Calvert on IFA Life and Using LinkedIn to Find Clients

LinkedIn is more than just an on online CV.

Offering a publishing platform, research tools and discussion groups, LinkedIn is effectively a global virtual networking event.

And yet many people still treat it just as a showcase for a brief summary of their career rather than using it as a research tool to find clients and to attract new customers to their businesses.

My guest today has become successful and well-known training financial professionals about the benefits of LinkedIn.

He’s also set up his own online financial services community called IFA Life and is a passionate champion of social media and business development ideas.

Hear how you can fine tune your LinkedIn profile to boost your position in search so that potential clients can find you. Listen to Phil’s tips on how to use LinkedIn to identify potential customers and approach them for a positive response.

That’s all right here in episode 31 of the Marketing Protection and Finance Podcast.

Who is Phil Calvert

Phil is a professional speaker and founder of an award-winning business social networking site

He speaks at conferences and trains leaders on:

  • ·         best practice in using Social Media to increase sales
  • ·         how to manage professional identities with LinkedIn and Social Media
  • ·         building Community around online brands

The story of how he created his social networking site reveals behind-the-scenes insights into how to make Social Media really work - one that prompts organisations to radically rethink their approach to using LinkedIn and online networking.

Phil specialises in working with leaders, visible experts, sales teams, regulated industries and companies that struggle to get meaningful results from Social Media. Many are shocked when he reveals how many sales opportunities they’ve missed by ‘tinkering around the edges’ with LinkedIn.

In his spare time Phil shares one of my passions. He is a keen Yoga practitioner.

Links and Show Notes.

For links to the books and apps mentioned by Phil, please visit for the show notes.

What is the Marketing Finance and Protection (MPAF) Podcast?

This is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of protection and finance.

The MPAF Podcast is a 30 minute audio show you download from, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

I’ll be asking what we can do to make protection and finance more accessible to the consumer. We’ll talk about:

             Marketing, communications and propositions.

             Financial and protection products

             Interesting business models and campaigns

as well discussing how advisers can promote their own businesses using modern content and social media methods.

My aim is to make sure that you will get one or two big business ideas that you can apply to your own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

I’m your host, Roger Edwards. A Marketer for 25 years, ex-MD of Bright Grey and Scottish Provident, content and social media champion, I’m now in business to help your business.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review.

Would you be interested in appearing on the MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF listeners can take away to use in their own businesses. Do please contact me if you want to get involved.