This site is for financial advisers only, Click here for the consumer site.

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Welcome to our Social Media training hub

Social media allows you to engage with a wide community, 24/7, quickly and easily. Our recent survey revealed that 13%* of financial advisers now use it to generate new leads and the number of users is growing fast.

Our social media training is designed to help you discover how to best use social media to connect with customers, drive traffic, generate awareness and increase sales.This site is full of quick how-to video tutorials where you can learn from an expert instructor, Phillip Calvert, as well as resources and links to help you expand your reach and services.

Click on a link below to get started or access all the tutorials on our full YouTube playlist.

* Source - Old Mutual Wealth adviser insight survey, June 2015


Phil CalvertAbout Philip Calvert

Philip Calvert is the founder of LifeTalk, the social networking site for financial advisers. Philip has been a pioneer of social media amongst the financial advice community and specialises in helping regulated industries to maximise their use of the internet and digital media. He is a published author and is in demand as a conference speaker on social media worldwide. Follow him on Twitter @philipcalvert and visit his website at

Social Media Training


All you need to get started

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Build your strategy and presence  

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Boost your activities

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Financial Adviser Verification