Welcome to LifeTalk Insider #4

Author

LifeTalk Insider
May 26, 2023 • Estimated Reading Time: 7 minutes

From the LifeTalk forum week ending 26th May

Providers and their obstructiveness. Question…

I’m looking at leaving SJP. Question…

Remarkable 2 writing tablet. Question…

I've been thinking about alternatives to the way that PII is currently 'done'. Question…

A fair salary for an IFA responsible for £230k recurring income and doing £70k initial fees. Question…

Take a look at these bad boys. Anyone remember them?

My client's husband died and DIS was paid out. As his pensions were already over the LTA, and the DIS was written under pensions rules, the claim was all taxed at 55%. Question…

Imagine for a moment you could travel back in time to the day you became a financial adviser. What are you going to tell your younger self? 

I am a fairly new IFA and I would really like to learn about cash flow modelling. I had a look at a couple of systems (Fin Calc and Cash Calc). Question…

Your opinion/experience with Unbiased. Question...

Blast from the Past

Philip interviews Abraham Okusanya, founder and CEO of Timeline, a financial technology company on a mission to help millions of people plan, invest and retire with confidence.. Watch…

From LifeTalk Marketing

Useful news for IFAs and financial planners using Instagram, because more and more of you are! Look…

Still occasionally seeing criticism from some IFAs and financial planning firms that focusing on advice solely for women is somehow a bad thing or not a good idea. Look…

From our Partners

Pensions Freedom & Choice created tremendous flexibility – but also the challenge of how to do retirement “right”.

What are the building blocks when creating a retirement plan for your clients. How has the recovery in annuity yields changed the opportunity set?

Join our CPD Webinar on Wednesday 31st May 2023 at 10.30am, where we will discussing:

1. Annuities are back: how is the market evolving?

2. Drawdown vs Annuities: is it an either/or thing?

3. An overview of the “Flex First/Fix Later” concept?

We very much hope you can attend this 30 minute webinar (structured accredited CPD).

1. Please register to attend this webinar (or to access playback) using the link below

2. Contact us to find out how we can help you review or refresh your CRP

3. Read our Research, Insights & CPD articles on retirement investing going back to 2014!

At Elston we have been designing retirement solutions since 2012 – for workplace pensions, for retirement pathways and for financial advisers.

Training for Financial Advisers

"People, including myself have been surprised and blindsided at the pace and scale of change since the AI ChatGPT was released just a few months ago. The extraordinary rapidity in the pace of development is really breathtaking.

Most of all, everyone should try the technology and get educated about it, whether you are an individual in work or a business leader in any sector, as this is going to impact how you do your job.

There is now no excuse if you are working in any leadership position not to learn about this."

Martha Lane Fox, Founder of Last Minute and recognised as the most influential woman in Britain's digital sector from the past quarter of a century.

How is LifeTalk helping financial advisers to get up to speed on AI?

  1. Join our next webinar An Introduction to AI for Marketing & Lead Generation for Financial Advisers on 7th June: https://ai-for-advisers.scoreapp.com

What I’m reading

Filled with fascinating psychological insights, plus a whole raft of down-to-earth quick-fix tips, The Body Language Bible takes the reader through the minefield of self-marketing and image: how to read it and how to project it. In her inimitable straightforward style, Judi unravels the secrets to interpreting our movements and what we are really saying with our body language, whether consciously or not.. On Amazon here.

App of the Week

BirdNerd - bird song identifier. Quite addictive too…

Quote of the Week

“I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for ten years.” Warren Buffett

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]

For Financial Advice Professionals

Reply

or to participate.