LifeTalk Insider - Jan 26th 2026

Facebook Group | Adviser Growth Community | Melo | Financial Adviser Lead Generation System™ | The Third Space | Adviser AI Guide

Hi - welcome! We appreciate you being here, thank you. As a quick reminder, you are receiving this because you subscribed to our list on LifeTalk - you can unsubscribe at any time. Let’s get stuck in…

Did you know:

• 79% of LifeTalk members are active in the group every month

• There are 202 posts, comments, or reactions in the group every day

• 1,510 members logged into the group on Christmas day!

Eight percent of the year - done! Here’s some of what LifeTalk members have been talking about in 2026…

Lee and 91 others: You've turned up to a network event and the room is busy, you start to mingle and then the first person asks you "So what is it you do". What's your reply in a few sentences? Click…

LifeTalk and 64 others: What was the first BIG news event you remember as a kid? Click… 

Jane and 54 others: Client is dealing with probate and is being told to say value of property is about £250k less than it is by estate agent. Question… 

LifeTalk member and 50 others: Help with fees- I’m a relatively new business (2 years in). I do full fat planning and at the moment, I charge £2k for cashflow then 1.5% to implement (with a cap and collar). My issue is, I get a lot of people wanting to do cashflow, they love it, I then show them that their existing pension isn’t performing/not good match to ATR etc etc but they love the cashflow plan then walk away and I don’t get to actually do the regulated advice. Question… 

LifeTalk member and 50 others: We have a remote worker who is a new entrant into the profession (administrator / trainee paraplanner). We are really struggling to make it work. We've only met them once, briefly at a conference. All training has been carried out on teams but to be honest, we are too busy to be sat with them all day talking them through things. Communication is a massive problem, it's just so stilted through messages. Question… 

Oh wise ones - tell me how I can do this! I have 98 annual reviews to complete in 2026. My business is 2.5 years old and I've onboarded 84 client families during this time. In 2025 I added 40 new client families. I have one FT and 2 PT admin. I do all my own paraplanning currently.

Throw me some suggestions, I'm feeling a bit daunted for what next year holds... Click… 

Special Report

Financial Advisers who are only using AI in the back office are missing a big trick…

For most financial advisers, AI has so far been framed as something firmly back-office based - meeting notes, summaries, suitability reports and admin.

Useful, yes – but very limited. This guide was written to challenge that narrow view.

This unique special report 200 Practical Ways Financial Advice Professionals Can Use AI Beyond the Back Office shows how AI can support the areas where advisers still add the most value: thinking, judgement, communication, relationships and experience.

It’s not about tools or tech - it’s a carefully structured menu of ideas designed to widen how you see what AI can do alongside you, not behind the scenes. This is a thinking-led guide for advisers who want to work more deliberately, attract better-fit clients and build a business that supports both growth and balance.

Just two or three ideas in this report could change how you approach client conversations, change your business and change your personal skills. This is what one financial adviser Lee said about just one of the ideas in the report:

"This was brilliant Philip, it's given me so much to think about. I thought I had my ideas nailed on, but this kicked out so much value."

👉 Get yours here.

NEW: THE THIRD SPACE: The Scalable New Business Model Financial Advice Professionals Have Been Searching For

Click here: https://www.amazon.co.uk/dp/1739385934

If you haven’t yet picked up your copy, you can find it here:
https://www.amazon.co.uk/dp/1739385934

What’s holding you back as a financial adviser?

Find out now when you take our quick and free personalised assessment:
https://adviser-momentum.scoreapp.com/

That’s it for this week…

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