Your LifeTalk Insider #29

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LifeTalk Insider
November 24, 2023 • Estimated Reading Time: 9 minutes

Welcome back…

IFAs, Financial Planners and Financial Advice Professionals have been signing up to join the Adviser Marketing Club. Come and join them…

IFAs, advisers and financial planners - imagine having access to tried, tested and reliable methods for boosting the success of your lead generation:

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Over five hundred and seventy financial advisers have been learning about our new lead generation resource the Adviser Marketing Club, with many already signing up as Founder Members.

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Who's this for?

If you're an IFA, adviser or financial planner who wants to get better at attracting new and better quality leads, this is for you.

Whether you're employed by an advice firm or own your own business, there is valuable content for everyone.

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"When you join LifeTalk's Adviser Marketing Club, you'll have access to clear, actionable strategies, each proven by successful financial advisers - saving you time, effort and hassle in your lead generation activities."

Advisers have been joining us here: https://www.philipcalvert.com/adviser-marketing-club/

From the LifeTalk forum this week:

Bryn and 17 others: Could I ask you good people for your opinions on Royal London’s Governed Portfolio range please? Good and bad. Thank you. Click to comment…

Alan and 96 others: I made a custom GPT for studying R0 exams (also has the knowledge for CFs). We will be demonstrating it as part of LifeTalk’s forthcoming webinar - register interest here.

LifeTalk member and 14 others: New adviser and don’t want to sound stupid. But is there any software/system available which will find clients old pensions if you provide certain information? Click…

Tim and 15 others: What’s your oldest complaint? We’ve just handled one from April 1994. Yes 1994! Blur was No1 with Boys & Girls, the Ford Mondeo was the best selling car and the PM was John Major. Click…

Andy and 14 others: Equity Release vs higher rate tax. Would folk here ever consider ER instead of drawdown? Click…

Eugen and 43 others: Autumn statement? Was there something interesting? I watched it but apart of 2% reduction in NIC, which barely removed past increases, nothing really. What do you think? Click…

Victor and 27 others: Let's say I wanted to run my IFA business in Cyprus - Doing what I'm doing now, only dealing UK residents, but instead of being based in Cambridgeshire, I'm based in Cyprus. Is there an FCA equivalent in Cyprus I would need permissions from? Click…

Jane and 21 others: Did I read that right - pot follows employer finally - or at least individual has pot and employer has to pay into it. So much more sensible that tiny pots everywhere. Click…

LifeTalk member and 67 others - a financial adviser who recently transitioned to self-employment with an IFA firm is seeking advice after facing financial challenges in the first year, including missing their year one target and depleting savings. Despite this, they've gained some clients and positive reviews but are not meeting enough prospects to grow their client base significantly.

They're niching down to focus on business owners aged 30-50, building relationships with accountants for leads, and expanding their professional network. Consistent social media engagement is part of their strategy, though they anticipate it will take time to yield results. They're considering buying a client bank but are wary of high loan rates. They're asking for suggestions on improving their situation, wondering if patience and consistent networking will eventually pay off or if there are other actions they should take. Click to comment…

Brad and 52 others: I have a prospective client who I have met with 3 times and have explained all about pensions, performance, fees, retirement options etc. the most recent time I saw them I gave them a suitability report which outlined my advice around consolidating their pensions and taking benefits… However, having thought about it they are now saying they don’t want to proceed because of the fees (even though I outlined them to them face to face and told them exactly what it would be). Specifically they don’t want to pay the initial fee. Question…

LifeTalk member and 44 others: I am currently an employed advisor for a good independent. I am coming up to 2 years as a qualified advisor and am quite busy already with around 100 clients and £15m AUM with an approx £100k trail.

I am weighing up staying where I am vs setting up my own business (AR) vs self employed (RI) maybe with True Potential.

I like to think I am quite entrepreneurial and don’t think it will be difficult for me to build a book of my own clients. I have a clause in my contract where I cannot contact existing clients for a period of 6 months but my understanding is there is nothing stopping them finding me on Linked in and contacting me. Question…

Howard and 18 others: I'm quite proud of this, really. This is my oldest client, seen here with me on her 100th birthday.

Her late husband (and sort of her!) have been clients of the firm since it started as a partnership in 1968. I've only been looking after her since 1986, though. Click to view…

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As always, thanks for reading and see you next time.

Founder of LifeTalk
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