What do you think?
Rate this book
THE THIRD SPACE: The Scalable New Business Model Financial Advice Professionals Have Been Searching For
The financial advice profession is changing faster than at any point in the last twenty years. Consumer Duty, shifting client expectations, falling visibility and engagement on social media, rising costs and the arrival of AI are reshaping how advisers attract, serve and retain clients.
For many, the traditional advice and planning model still works well – but largely for ideal clients who already fit the mould.
But what about everyone else?
The people who need guidance, education, clarity and reassurance long before they need regulated advice? And what about the huge number who still need ongoing help but no longer fit within the constraints of an annual service model?
This is the question The Third Space answers.
The Third Space is a new, scalable business model for modern financial advisers, financial planners and those developing financial coaching skills – a middle layer that sits between public content and full regulated advice. It combines the best of human connection, education, community and modern technology (including AI assistants) to help people who aren’t yet ready - or right for full advicenurture future clients at scaledeepen relationships with existing clients and professional connectionsbuild predictable recurring revenuestrengthen retention across generationsdramatically increase the visibility of their marketingUnlike social media, where only a fraction of your audience ever sees your content, The Third Space creates a controlled environment where your message is actually seen, absorbed and acted upon. Advisers stop “posting and hoping” and start building real engagement, trust and momentum – with their marketing becoming a core part of their overall proposition.
Inside this book, you’ll because of Consumer Duty 335,000 clients lost ongoing advice in 2024 – and what it means for the future of the professionwhy much of today’s adviser marketing goes to waste, and the simple shift that fixes ithow the advice gap is evolving and why it has become a major commercial opportunity when approached with the right business modelhow AI can enhance the adviser’s role without replacing human judgementhow educational based online communities attract high value clients at lower cost whilst also adding massive value to existing clientshow to build a more resilient business that grows by introducing new income streamshow to future-proof your firm without abandoning your core propositionIn short: how to build a modern advice business that is more scalable, more visible and more relevant – while staying human at its core.Whether you’re a business owner, an employed adviser preparing for your own practice, a directly regulated firm or simply an adviser who feels the profession is ready for something new, this book uses real-life examples to reveal the startling opportunities hidden in plain sight.
The surprise? Many advisers already have the raw material they need – years of experience, an instinctive desire to help and dozens of everyday conversations that could be turned into high-value educational assets. The Third Space simply gives you the structure and strategy to use it.
You don’t need to overhaul your business.
You don’t need to become an influencer.
You don’t need to post more on LinkedIn
.
For many, the traditional advice and planning model still works well – but largely for ideal clients who already fit the mould.
But what about everyone else?
The people who need guidance, education, clarity and reassurance long before they need regulated advice? And what about the huge number who still need ongoing help but no longer fit within the constraints of an annual service model?
This is the question The Third Space answers.
The Third Space is a new, scalable business model for modern financial advisers, financial planners and those developing financial coaching skills – a middle layer that sits between public content and full regulated advice. It combines the best of human connection, education, community and modern technology (including AI assistants) to help people who aren’t yet ready - or right for full advicenurture future clients at scaledeepen relationships with existing clients and professional connectionsbuild predictable recurring revenuestrengthen retention across generationsdramatically increase the visibility of their marketingUnlike social media, where only a fraction of your audience ever sees your content, The Third Space creates a controlled environment where your message is actually seen, absorbed and acted upon. Advisers stop “posting and hoping” and start building real engagement, trust and momentum – with their marketing becoming a core part of their overall proposition.
Inside this book, you’ll because of Consumer Duty 335,000 clients lost ongoing advice in 2024 – and what it means for the future of the professionwhy much of today’s adviser marketing goes to waste, and the simple shift that fixes ithow the advice gap is evolving and why it has become a major commercial opportunity when approached with the right business modelhow AI can enhance the adviser’s role without replacing human judgementhow educational based online communities attract high value clients at lower cost whilst also adding massive value to existing clientshow to build a more resilient business that grows by introducing new income streamshow to future-proof your firm without abandoning your core propositionIn short: how to build a modern advice business that is more scalable, more visible and more relevant – while staying human at its core.Whether you’re a business owner, an employed adviser preparing for your own practice, a directly regulated firm or simply an adviser who feels the profession is ready for something new, this book uses real-life examples to reveal the startling opportunities hidden in plain sight.
The surprise? Many advisers already have the raw material they need – years of experience, an instinctive desire to help and dozens of everyday conversations that could be turned into high-value educational assets. The Third Space simply gives you the structure and strategy to use it.
You don’t need to overhaul your business.
You don’t need to become an influencer.
You don’t need to post more on LinkedIn
.
208 pages, Kindle Edition
Published November 29, 2025
1 person is currently reading
About the author
Philip Calvert
47 books1 followerPhilip Calvert - LinkedIn Expert and Sales & Marketing Speaker specialising in Marketing for Financial Advisers.
Philip is an author and entertaining inspirational keynote speaker for global conferences and sales meetings, revealing the new rules of Social Networking in the new economy. He is a leading LinkedIn expert worldwide and teaches advanced presentation skills to entrepreneurs, executives, business owners and sales professionals.
Using powerful stories, research and case studies, he expose the myths and cons of Social Media in business, and reveals the true power of Social Networking and Online Communities to increase sales and add value to customers.
Conference audiences get proven insights into how to find and attract new clients and customers in an increasingly connected world and the future we need to prepare for. You get specific actionable takeaways that can be put in place immediately to move your business forward.
Philip works with event organisers in regulated industries such as financial services, law, accountancy, healthcare and pharma professionals - plus automotive, schools, universities and CEO groups. Training and presentations are available online / virtually or in-person.
Philip partners closely with event professionals to help make your events a success so that you can sleep well at night. He is easy to work with, reliable and shows up more than fully prepared.
In addition to corporate conferences, events and sales meetings, Philip also works with schools and universities.
→ LinkedIn for Teenagers, University Students & School Careers Leads - How to Use LinkedIn for Career Development & safely transition from 'fun social media' to 'professional social networking', including implementation of the Gatsby Benchmarks
→ LinkedIn for Teachers, Education Professionals and School Careers Leaders: How to Succeed with LinkedIn and use it to Support Implementation of the Gatsby Benchmarks
Connect with Philip on LinkedIn at https://www.linkedin.com/in/financial...
Learn more at www.philipcalvert.com
Financial Adviser Marketing: https://financial-adviser-marketing.s...
Philip is an author and entertaining inspirational keynote speaker for global conferences and sales meetings, revealing the new rules of Social Networking in the new economy. He is a leading LinkedIn expert worldwide and teaches advanced presentation skills to entrepreneurs, executives, business owners and sales professionals.
Using powerful stories, research and case studies, he expose the myths and cons of Social Media in business, and reveals the true power of Social Networking and Online Communities to increase sales and add value to customers.
Conference audiences get proven insights into how to find and attract new clients and customers in an increasingly connected world and the future we need to prepare for. You get specific actionable takeaways that can be put in place immediately to move your business forward.
Philip works with event organisers in regulated industries such as financial services, law, accountancy, healthcare and pharma professionals - plus automotive, schools, universities and CEO groups. Training and presentations are available online / virtually or in-person.
Philip partners closely with event professionals to help make your events a success so that you can sleep well at night. He is easy to work with, reliable and shows up more than fully prepared.
In addition to corporate conferences, events and sales meetings, Philip also works with schools and universities.
→ LinkedIn for Teenagers, University Students & School Careers Leads - How to Use LinkedIn for Career Development & safely transition from 'fun social media' to 'professional social networking', including implementation of the Gatsby Benchmarks
→ LinkedIn for Teachers, Education Professionals and School Careers Leaders: How to Succeed with LinkedIn and use it to Support Implementation of the Gatsby Benchmarks
Connect with Philip on LinkedIn at https://www.linkedin.com/in/financial...
Learn more at www.philipcalvert.com
Financial Adviser Marketing: https://financial-adviser-marketing.s...
Ratings & Reviews
Friends & Following
Create a free account to discover what your friends think of this book!
Community Reviews
No one has reviewed this book yet.