What do the most successful financial advisers do differently? That’s the upfront question for our guest, financial advice marketing expert and the world’s best G&T maker, Philip Calvert. Join host and fellow financial adviser Emmanuel Asuquo as he uncovers the tricks and techniques guaranteed to win and retain clients. Tune in to find out how to use your expertise as a financial planner or adviser to make more money, what to do with all that juicy client data you’ve got, and the one thing you simply cannot ignore. This episode is bursting with practical advice to help you generate more business in ways you might not have thought of. Emman’s got his pen out, ready to take some notes, and you should, too. You can’t afford to miss it. Subscribe to Upfront so you never miss an episode.   Get in touch at [email protected] Find us on LinkedIn: www.linkedin.com/company/iress/ and at iress.com/upfrontSee omnystudio.com/listener for privacy information.

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