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Your LifeTalk Insider #56
LifeTalk Insider
July 19, 2024 • Estimated Reading Time: 9 minutes
Welcome back…
From LifeTalk and Adviser Growth Community this week:
Thanks to everyone who has subscribed to LifeTalk Insider - Let’s get stuck in…
Huge congratulations to the amazing LifeTalk members who were shortlisted for the 2024 Women in Financial Advice Awards! We're thrilled to see so many LifeTalk members in the following shortlists: Click here…
LifeTalk member and 7 others: I'm a sole trader working with a large network in the Dorset area. I have built a client base over the last 5 years and now considering my next steps. I'm not sure if I want to stay as a sole trader or explore with other people in Dorset area who would consider joining forces and building something bigger. I know I don't want to work for anybody but if anyone has any advice or if anybody would like to discuss would be happy to chat thanks. Click here…
Stephanie and 11 others: if surrendering a bond under trust that’s been registered, are providers asking for a copy of the registration letter? I am trying to surrender 4 bonds and SW are asking for letter (i never received a copy as assume it went to client direct) I have all the registration details but this is not sufficient for the Widows. Click here…
New markets training for financial advisers
I've had fascinating conversations with advisers at recent conferences. Many are keen to expand their reach into a broader non-regulated market, but are unsure how to get started.
Are you interested in tapping into new markets and developing a new income stream?
If so, we’re launching a three-part programme for financial advisers like you. This programme will help you:
✅ Access a wider or niche market of clients who might not normally work with IFAs, but who still need and value your expertise
✅ Broaden your services with a scalable business model
✅ Create a profitable income stream beyond traditional advice fees
Registration is open for LifeTalk’s New Markets Programme. Don’t miss this chance to diversify your revenue and stay ahead in financial advice.
Visit our website to register here…
LifeTalk member and 9 others: If you are giving advice for pensions, assuming client has no IHT issues. Do most of you charge initial fees from their pension and recommend the fee amount be paid in so they can claim tax relief against the initial charge going out?
This is assuming they can still pay in / working and top up / have room to do this with gross amount in that year you give initial advice. Click here…
Chris and 15 others: Just asked intelligent office how much notice period we have to give to leave. Was told 6 months notice. Anyone else come up against this? Click here…
Quick poll: Are you or your business going through a period of change or transition right now? It could be internal processes, brand refresh, redundancies, tech changes, cultural changes etc. Click here…
🕵️♂️ Mystery Link…Click to view…
Howard and 6 others: Has anyone made the move from True Potential to Intelliflo? I’d love to have a conversation re the DO’s & DON’Ts of such a move – especially with regards to the transfer of data. Click here…
LifeTalk member and 18 others: I am an adviser and currently am only getting salary to look after a book of clients, around 100 so far. Should I be getting initial fees for new business paid to me and a % of ongoing? Comment here…
Jamie and 11 others: I want to conduct due diligence on the financial strength of the UK Adviser Platform market. Can anyone point me in the right direction or recommend any providers who have done this analysis? Click here…
Posts from Adviser Growth Community this week:
👉 Tackling the Great Wealth Transfer: A Call to Action for Financial Advisers
New research by Octopus Investments reveals that 69% of financial advisers don't have a plan for the Great Wealth Transfer, a huge intergenerational wealth shift expected over the next 20-30 years.
This is a missed opportunity, as the inheritance economy could be worth £5.5 trillion. Read more…
😮Unbiased increases subscription fees due to rising costs
Surely this is reaching the point where this is becoming unsustainable? Click here…
🤝🏻 Will Hyper-Personalised Marketing Revolutionise Financial Advice?
In an era where personalisation is king, the financial advice world is on the cusp of a transformation. Here’s why…
😮Tapping into the mass market
Many advisers have been telling us in private that they’re looking for a way to expand their reach and tap into the mass market - without compromising their current proposition and client relationships…
Maybe you too would like to serve a broader audience and create a new or additional income stream from your expertise?
Maybe there is a way to reach a wider market who need the expertise and experience of a professional financial adviser? Click to learn more…
👉 Turn Transitions into Triumphs: Smart Marketing for Financial Advisers
Looking for a smart marketing and lead generation strategy that any financial adviser can use?
If you're a financial adviser, one of the best ways to attract new clients is to focus on those going through major life transitions.
Sure, you already know that and you probably work with clients every day who are in that position - but does your marketing consciously reflect that? Read more…
👨💼 🙋♀️ Why IFAs are joining Adviser Growth Community
Adviser Growth is a positive, supportive and vibrant community for forward-thinking IFAs, Financial Planners, Lifestyle Planners, Later Life specialists and other financial advice professionals.
It's a dynamic space where financial advisers and industry professionals network, share best practice, enhance their learning, ask questions and exchange ideas.
🚀The focus of the group is on positivity and growth!
All members receive these great resources when joining:
SIX full length pdf books (1,836 pages)
Free Report: 2024 League Table of Adviser's Biggest Challenges
Free 488 page eBook: Marketing and Lead Generation for Financial Advisers
Free 60 mins training: How to Attract More of Your Ideal Clients
Free Worksheet: How to Define and Market to your Ideal Client as a Financial Adviser
Free 90 mins training: How to Attract More Clients Through Referrals and Introductions
Free Referral Marketing worksheet
And much more…
Come and join us! Click here.
Please don’t keep us a secret - pass this on to your colleagues - thanks in advance…
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
And visit and join our brand new group Adviser Growth here:
For Financial Advice Professionals
Marketing consultancy, adviser lead generation training and conference speaking
Presentation and public speaking skills coaching
LinkedIn coaching for financial advisers - one to one and groups
Book writing mentoring to financial advisers
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