Your LifeTalk Insider #44

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Welcome back…

From LifeTalk and LifeTalk Plus this week:

Thanks to everyone who has subscribed to LifeTalk Insider - Let’s get stuck in…

LifeTalk member and 17 others: Anyone got any alternatives to Unbiased for leads? Had good success and ROI last year. This year has been awful and I’ve spent thousands and currently made a loss (unless some recent prospects sign up) so I’ve handed notice in

Wish it was like it was years ago and would love to see a challenger. Click…

John and 9 others: Can anyone tell me if there is a list anywhere of all the financial planning software tools in the UK like Voyant that do cashflow modelling and forecasting please? Or where I might find one?

Even if you do not know of a list, please share the names of any tools that you know of. Thank you! Click…

Evie and 13 others: Does anyone use Fundment for Drip Feed Drawdown from SIPP accounts? We are looking at using it but not sure how it works for drawdown. Click…

Ever wondered if you could/should write a book?

“Writing a book was one of the best things I did!” Claire - Financial Adviser

Every other year we run a course for IFAs on how to write and publish your own book, and 2024 sees this year's new programme.

Authoring your own book has several important benefits for financial advisers:

• Establishes Authority: Visibly demonstrates expertise and knowledge in your field.

• Enhances Credibility: Builds trust and credibility among prospects, clients and professional connections.

• Differentiates You and Expands Your Influence: Sets you apart from other advisers.

• Marketing Tool: Provides a unique marketing avenue to promote your services.

• Revolutionises Your Approach to Client Engagement: Deepens relationships with clients through shared insights.

• Educational Platform: Educates clients and prospects on a range of financial topics.

• Legacy Building: Leaves a lasting professional legacy.

• Revenue Stream: Generates an additional income through book sales.

• Networking Opportunities: Opens up new networking channels through signings, speaking engagements and industry events.

• Media Exposure: Increases opportunities for media appearances as an expert commentator.

• Enhances Website SEO: Boosts search engine optimisation (SEO) for your website through related content and backlinks.

• Client Acquisition: Attracts new clients impressed by a comprehensive display of expertise.

• Personal Fulfilment: Provides a real sense of accomplishment and personal growth.

• Content Source: Acts as a source for other content creation, like blogs, seminars and online courses.

• Referral Tool: Serves as an effective tool for referrals when shared among clients and peers.

Plus, it's the best business card you will ever give away!

Here's just some of what you will learn on this year's course:

• Content Development: Learn how to identify engaging topics and organise content that resonates with your audience.

• Writing Skills: Learn step by step how to structure, write and edit a professional book. Simply follow the proven process.

• Sustaining Reader Interest: Develop skills to maintain reader engagement throughout your book with compelling content and storytelling.

• Publishing Options: Understand the differences between self-publishing and traditional publishing routes.

• Marketing Strategies: Gain insights into promoting your book to maximise reach and impact.

• Building a Brand: Learn how to use your book to strengthen and expand your personal and professional brand.

• Networking through Authorship: Discover how to leverage authorship to forge new professional relationships and enhance existing ones.

• Monetisation Techniques: Explore various ways to monetise your book beyond direct sales, including workshops, courses, and consulting.

• And much more!

Tempted to join us?

Drop a Yes in the comments at the link below and we'll send you further information shortly. Click here…

Lee and 41 others: Charging for just a full financial plan without any investment advice.

This was something I was actually thinking about too and just wanted to ask if anyone else in the group offers this service and how do you price for it?

What does your full financial plan look like? Do you have a template you use to put this together? Click…

David and 14 others: Bed & ISA with CGT. Wanted to ask the hive how you all approach bed and & ISA with now the CGT limit reduced and some recent growth, more clients are falling into liability to CGT.

How are you all approaching this with clients? Doing the max without CGT? Doing the full £20k and informing clients of the CGT they have to pay? We are working through our approach and would welcome your thoughts. Click…

LifeTalk member and 12 others: Looking for some advice as a new adviser. I have just started taking on my own clients, and I am also still doing paraplanning for my firms internal team. I have lots going on and want to stay as organised as possible.

We use IO but I don’t particularly like their Task/workflow system. Can anyone recommend or share how you stay organised with various clients and what needs doing for each client? Click…

Rob and 8 others: I'm about to embark on designing an annual review document. I'm a big fan of financial wellbeing and this will be a focus for me within the design.

Does anyone have, what they consider, to be a world beater AR document? And would you be willing to share it with me? Click…

Posts from LifeTalk Plus this week:

LifeTalk Plus members now have access to a huge suite of marketing and lead generation resources:

• Six full length books (1,836 pages)

• Referral marketing training

• LinkedIn lead generation training

• Workshops and videos

• Ideal client worksheet

• Reports

• and more…

IFAs have joined us here…

Regulatory pressures taking a toll on industry stress levels

This is a very real thing and frankly doesn't surprise me one little bit. Read more…

Do you suffer from procrastination at work?

An IFA told me today that he suffers greatly from procrastination and that it's impacting his productivity and the quality of his work. He's worried that it will get him into trouble. Question…

The Language of Referrals

I haven't read this yet but it's gone on my list. Click…

Paper

Out of interest, does anyone here run a completely paperless office? Click…

Taking notes with clients

I'm always interested to see what the latest tech is that advisers are using with clients. I know that the reMarkable is very popular. Here's another take on linking real paper with your PC or device. Click…

How do you communicate the real value of your financial plans?

Known as 'the labour illusion', people value a product or service more highly when they know the amount of effort that has gone into it. Take a look…

Factfinding - Always looking at ways to be more efficient - I was wondering how many of you have clients complete their own fact finds ahead of time? Click…

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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.

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

And join our brand new group LifeTalk Plus here:
https://www.skool.com/lifetalk-adviser-mastermind-8951

For Financial Advice Professionals

• Marketing consultancy, adviser training and conference speaking

• Presentation and public speaking skills coaching

• LinkedIn coaching for financial advisers - one to one and groups

• AI best practice training for financial advisers

Available now: Marketing and Lead Generation for Financial Advice Professionals. Get yours here…