Lead Generation for Later Life Financial Advisers: How Professional Equity Release Advisers Can Attract More of Their Ideal Clients

Calvert, Philip

ISBN 10: 1739385926 / ISBN 13: 9781739385927

Published by Philip Calvert, 2023

About this Item

Most items will be dispatched the same or the next working day. A copy that has been read, but is in excellent condition. Pages are intact and not marred by notes or highlighting. The spine remains undamaged.

Seller Inventory # wbs6635358976

Bibliographic Details

• Title: Lead Generation for Later Life Financial Advisers: How Professional Equity Release Advisers Can Attract More of Their Ideal Clients
• Publisher: Philip Calvert
• Publication Date: 2023
• Language: English
• ISBN 10: 1739385926
• ISBN 13: 9781739385927
• Binding: Soft cover
• Condition: Very Good
• Weight: 426.4 grams

About this title

Synopsis

Drawing from a deep well of 45 years of experience with financial advisers, this book is a treasure trove of marketing insights, lead generation strategies and effective techniques designed specifically for later life lending advisers. Whether you're self-employed or work for a larger advice firm, this book empowers you to reach more of your ideal clients and deliver the financial solutions they need.

The equity release market has come a long way. Today, it stands as a beacon of hope for those over fifty-five who, faced with longer lifespans, a cost-of-living crisis and an exciting bucket list, are exploring ways to unlock the value of their homes. As an adviser, you play a pivotal role in guiding your clients through their options, but how can you reach more people who need your services when so many consumers are still misinformed about what equity release truly is?

At its heart, this book is about dispelling the myths and misunderstandings surrounding equity release. It expertly guides you through the concept of educational marketing — a powerful approach for building trust, demonstrating expertise and growing your client base.

By transforming how you communicate and present equity release and later life lending solutions, you can help your clients make informed decisions that secure their financial future. It’s not just about being an adviser. It's about being a guide, an educator and a trusted partner in your clients' financial journeys.

Embrace the potential of the equity release and later life lending market. Change your marketing approach, revolutionise your lead generation and watch as your client base grows. Turn the page and begin a new chapter in your advising career.