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Your LifeTalk Insider #28
LifeTalk Insider
November 10, 2023 • Estimated Reading Time: 10 minutes
Welcome back…
MESSAGE FROM PHILIP CALVERT, FOUNDER OF LIFETALK
Every day of the year we ask IFAs, advisers and financial planners joining LifeTalk what their biggest business challenge is…
We’ve been asking this for five years, and by far the most common response is “Lead generation” and “…how to attract more of our ideal clients”.
Only this morning a financial planner in the West Midlands said “Right now our biggest challenge is how to find and attract the right type of new clients”.
From time to time we run workshops on a variety of marketing and lead generation topics, but we wanted to up our game, take it a stage further and provide help and support on a regular and consistent basis - and in a way that would be fun, exciting and rewarding for financial advisers.
That’s why on Monday 13th November we’re thrilled to be launching the Adviser Marketing Club - a twelve month programme of online training with the sole purpose of helping financial advisers to attract more and higher quality leads, in less time, with less hassle and with much more confidence.
Each monthly meeting will be between sixty and ninety minutes and supported with:
A weekly newsletter packed with marketing and lead generation ideas
A members’ only workbook dedicated to high quality lead generation
Marketing workshops, templates, tools and checklist pack
Lead generation guides, eBooks and online assessments
Marketing exercises (and challenges!)
Video and audio recordings, plus transcripts
Ask the expert sessions - and much more
And what we’re really excited about is that the meetings will follow the long-established ‘Mastermind’ format.
Mastermind groups are proven to be an incredibly powerful and creative resource in business. Regardless of your length of time in the industry, when you surround yourself with peers, each with their own knowledge, experience and value to share, your results can be transformed beyond your imagination, saving you huge amounts of time, money and energy.
You can choose from three levels of membership, including a three month trial.
So, look out for our announcement in the LifeTalk group on 13th November and we look forward to you joining us.
From the LifeTalk forum:
Julie and 38 others: Have a little announcement to make… at the end of September we merged with a larger IFA firm and I officially retired at the grand old age of 46! This would not have been possible without the fantastically amazing Brian Hill at The Exit Partnership - who led me through every step of the journey, from making the decision to go down this route, arranging all the meetings with other companies and solicitors and being there every day to answer my questions. Read more…
Helen and 25 others: Who is everyone using as VOIP telephone provider that is cheap and reliable? Click…
LifeTalk member: I'm seeking insights from those with experience on the choice between going the Direct Authorisation (DA) route or joining a network when starting out independently, either from scratch or with a small initial client base. Read more…
Pia and 13 others: Does anyone use Intelliflo and have implemented any sort of client report for an annual review via document designer? At the moment we are going to each providers website to download PDFs of clients valuations etc along with fund fact sheets which is proving to be very time consuming and tedious. Click…
Alan and 11 others: We are trying to calculate the gross amount needed monthly to be taken from a pension to receive a certain net amount. The client is on a unique tax code, does anyone know of any calculators out there that can take the reduced personal allowance in to account, and give us a reliable figure? We have tried the HMRC PAYE calculator and the pension provider cannot give us a figure. Click…
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Aron and 8 others: Has anyone else done AF6 or AF8 and been frustrated by how long they take to mark it?! Click…
Paul and 25 others: I have a large corporate cash case on my desk, currently over £1.25m with a single bank earning zero. It needs to stay in cash. It will land with one of the corporate platforms, Insignis or Flagstone spring to mind. What research would you put on file? I have used both in the past and they seem much a muchness. Click to answer…
Kendra and 14 others: EBI vs Timeline portfolios. Both evidence based approaches and factor tilts. Does anyone have any preference or have any experience with either of them? Click…
Kevin and 57 others: I'd appreciate some thoughts from the group please for a large Offshore Bond case. Happy with the wrapper choice but it's the underlying investment causing me brain drain…
Client has £4m to invest but is risk averse and wants to invest in cash like products, especially whilst rates are as they are. Currently he's used cash management solutions to split £85k etc. amongst many banks. He wants fixed term deposits within a bond but there's nowhere near the level of providers available to do this within a wrapper. Read more…
Claire and 38 others: I'm newly back to advising (5 years out) hence the question. My firm's CIP is passive. I've got a client with £360K who wants either a true DFM or a active MPS - I'd like to give a couple different options - suggestions appreciated. Click…
Free webinar series: ‘Exit Right’ – How to sell your business at the right time, in the right way, to the right buyer
If you’re planning to sell your financial advice or wealth management business in the next three years, this online series is for you. It’s free to sign up for this series of Exit Right but spaces are limited. Here’s what we’re offering:
6 webinars covering the full sale process over 6 weeks, every Friday at 9.30 am
Live access to our experts, who have been in your shoes
Cut through the noise and create your own blueprint to Exit Right!
WHO SHOULD SIGN UP?
The programme is aimed at key decision-makers including:
Owners
Directors
Finance Directors
Operations managers
WHAT'S THE FORMAT OF EXIT RIGHT?
Starting on 10 November, the series will last for six weeks. We’ll start at 9.30 am, speak for 45 minutes and throw the session open to your questions.
WHAT WILL WE COVER?
Here’s a full list of what we’ll cover on the webinars:
10 November: The Exit Landscape Unmasking acquirers Building your dream team Brokers’ secrets unveiled
17 November: Culture Before Cash Defining your business value Aligning objectives Stakeholders matter
24 November: Maximising Business Value Future-proofing your business Making a killer first impression The power of data
1 December: Navigating the Process Share v Asset The art of an equitable deal Unlocking Heads of Terms
8 December: Due Diligence Demystified Financial, Regulatory and Legal Finding the balance
15 December: Cracking the Contract Code Exchange and Completion What the chuff is disclosure? Client communication mastery
HOW TO SIGN UP
Complete your details here and we’ll send you one link, which you can use to join every session.
Nov 10, 2023 09:30 AM
Nov 17, 2023 09:30 AM
Nov 24, 2023 09:30 AM
Dec 1, 2023 09:30 AM
Dec 8, 2023 09:30 AM
Dec 15, 2023 09:30 AM
[Sponsored post by The Exit Partnership]
Matt and 20 others: Question for those who have experience buying / selling IFA firms and their client bank. (or even just those who like organisation) When you take on a new roster of clients, what do you like to see when you look at the new files? How do you like information to be presented? Read more…
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That’s it for this week…
If you have enjoyed LifeTalk Insider, please forward this to your colleagues and suggest they subscribe here
As always, thanks for reading and see you next time.
Founder of LifeTalk
[email protected]
If you have adviser friends or colleagues, or office team members who you think would benefit from joining LifeTalk, please copy and send them this link: https://www.facebook.com/groups/AdviserLifeTalk
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NEW: Join Adviser Marketing Club - launching 13th November
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