LifeTalk Insider - June 30th 2026

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

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…

LifeTalk by the numbers. January to June 2026

People sometimes ask whether online communities are still relevant. These first six months suggest the answer is a resounding yes.

Over the first half of 2026, LifeTalk members generated:

• 1,565 posts
• 14,394 comments (around 80 per day)
• 19,324 reactions (more than 107 every day)
• 3,888 active members (over 80% of total members)

That's more than 35,000 meaningful interactions between financial advisers in just six months.

What I find most encouraging isn't simply the volume. It's that advisers continue to turn up, ask questions, share ideas, help one another and have honest conversations about the realities of running a financial planning business.

Communities aren't built on member numbers. They're built on participation.

A huge thank you to everyone who has contributed, answered a question, shared an experience or simply encouraged a fellow adviser. That's what makes LifeTalk what it is.

Here's to an even bigger second half of the year.

Talking of participation… look how you can help clients, yourself and the wider profession

We think this is a first for the industry and wider profession, and we would love you to be a part of it.

We are looking for thirty financial advisers and planners to help us to create a collaborative educational consumer-facing book which explains what financial planning is and what the benefits are.

All you need to do is write just one chapter - nothing more! Naturally, you can include a profile of your services, and your name will be on the front cover - and you will be able to say you're a co-author of a (hopefully!) best-selling personal finance book.

By contributing just one chapter which explains what you feel consumers need to know about financial planning, you'll be doing yourself a favour, many consumers a favour and also the profession a favour.

Everyone taking part has contributed £100 which goes towards professional editing, book set up, marketing and promotion. All royalties from the book are going to charity.

Got something that consumers need to know about financial planning? Come and join us here:

Could you mentor a younger or new adviser?

Here’s your chance… The first of our LifeTalk Mentors are now live - if you are a new or younger adviser, and looking for a mentor, please review the list for potential help.

If you are an established adviser you can register to be on the list using the link near the top of the directory.

https://lifetalkmentors.netlify.app/

New: New Income Streams for Financial Advisers

We're delighted to announce the launch of our new community, New Income Streams for Financial Advisers.

We created it because many advisers are looking for ways to build additional, recurring income that sits alongside their core advice business. Whether it's educational services, books, workshops, membership communities, digital products, AI-powered tools or other ideas, there are now more opportunities than ever to monetise your expertise without compromising the advice you give.

The community is a place to explore what's working, share ideas, learn from others and discover practical ways to create new revenue streams. Every member also receives a complimentary copy of 56 Ways for Financial Advisers to Create New Income Streams, packed with ideas and real-world examples to help get you started.

If you've ever wondered how to make better use of your knowledge and experience beyond traditional financial advice, we'd love to welcome you.

Join us at https://www.skool.com/new-income-streams-for-ifas

❤️ Get your 7-day FREE trial. Includes unlimited use of Phil AI - your personalised AI marketing coach for financial advisers. Worth £499 pa.

❤️ Monthly group coaching call included

Carl and 32 others: Wealthy Client with terminal illness - perhaps a few months to live - planning suggestions to minimise IHT https://www.facebook.com/groups/2549415341/posts/10164522492280342

LifeTalk member: How do you guys charge when taking on new clients?

As it is now, my on-boarding fee structure is, I'm sure, very standard. The process is: https://www.facebook.com/groups/2549415341/posts/10164463550250342

LifeTalk member: Help solve an argument please. When your clients sit down with you - whether in person or on a video call - what are they actually paying for? https://www.facebook.com/groups/2549415341/posts/10164554918510342

The financial advisers who attract the most referrals know when to stop talking.

Clients often signal they've received value just before they mention someone they could introduce.

A comment.
A smile or a nod.
A shift in energy.

That's the moment.  Keep talking, and you'll probably miss it.

The Referral Moment is out now at https://www.amazon.co.uk/dp/B0GTPY2M59

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

That’s it for today…

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.

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

• New markets and new models coaching