Welcome to LifeTalk Insider

Are you a financial planning or advice professional looking for proven ways to grow and develop your business and create great outcomes for your clients?

Well, if you're new around here, LifeTalk is the original online community for IFAs, financial planners and financial advice professionals.

First created in 2004, financial advisers use the platform to network, share best practice, exchange ideas, get marketing and lead generation ideas and to provide help and support to one another.

Over nineteen years, thousands of financial advisers have subscribed to our regular content, and we're now delighted to bring it to two platforms in the form of a weekly newsletter here on LinkedIn and also at it's own dedicated news page LifeTalk Insider.

To be clear, LifeTalk Insider is not for everyone.

It's sole purpose is to educate, inform and entertain financial advisers - the majority of whom are in the UK. That's IFAs, financial planners, later life advisers, wealth managers, lifestyle financial planners, mortgage and protection advisers and paraplanners.

We also have a number of high profile industry experts, consultants and providers/suppliers who subscribe to us.

What can you expect from LifeTalk Insider?

Every day of the year, LifeTalk members post questions in our forums around every aspect of a financial adviser's world.

In fact there's nothing you can ask about how to be a successful adviser that either can't be answered by the community, or which hasn't already been answered.

Whether you're new to the profession or a seasoned professional, there's something for everyone...

Technical issues, product recommendations, marketing and lead generation ideas, business development questions, technology, exams and qualifications advice, merger and acquisition issues, industry events and much more.

You name it, it's there - including an eye-popping weekly peak behind the scenes of advisers' lives outside the office...

LifeTalk Insider brings you the best of each week's content from the forums in short, bite-sized chunks. Here's a sample:

"I have a potential new client that has existing Fixed protection from 2012 at ￡1.8m. Unknow to them, they have auto-enrolled through Nest (￡900 total contributions). Recent letter from HMRC states they have broken the Fixed Protection Rules. Question is, where do they stand, can it be appealed, if so, how?"

And another:

"I have a client who wants to 'go it alone', managing their investments, pensions, and drawdown income. They are currently with Nucleus. Can anyone suggest a good, reasonably priced platform that will allow them to do this?"

And one more:

"Hi everyone, I’m in the process of becoming independent after 11 years with my current firm. I’m looking for your preferred MPS provider, who have you found to have reasonable costs and good performance?"

Each post in LifeTalk Insider also includes a link you can follow to read more and where you can add your own thoughts and comments.

Here's what some IFA members of LifeTalk say about it:

"Lively, helpful, positive content and it’s a nice community to be a part of!"

"A great source of collective wisdom"

"Very useful! I've always wanted to feel part of an an IFA community, this group definitely has a great vibe and content is very relevant."

In short, if you're a financial advice professional, you should join us. You have two options:

1. Join LifeTalk on Facebook (a secure private group) here...
2. Subscribe to LifeTalk Insider here...

We also have two sub groups LifeTalk Marketing and our AI Best Practice group for Financial Advisers.

If you're a financial advice professional, I'm looking forward to welcoming you to the LifeTalk community. Please also share this with your financial adviser friends and colleagues.

Thanks in advance...

Phil

Philip Calvert - Founder of LifeTalk