Financial adviser marketing expert Philip Calvert shares tips aimed at IFAs, advisers and mortgage advisers in the later life lending / equity release market.   

When interest rates have increased and markets toughen, marketing is often one of the first things to be dropped in financial advice businesses, which can be a big mistake. Philip shares ideas and strategies to keep your marketing and lead generation activities going, including how to use an Equity Release Scorecard to attract, engage with and convert new prospects.   

Video taken from Philip's presentation as part of the AiR Later Life Lending Symposium in 2023. #laterlifeadvice #financialadvisers #mortgageadvisers #advisermarketing #leadgeneration