Welcome to LifeTalk Insider #5

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LifeTalk Insider
June 02, 2023 • Estimated Reading Time: 6 minutes

From the LifeTalk forum week ending 2nd June

Another FCA Financial Resilience survey, just why?

And the award for most useless platform goes to… Click…

Imagine for a moment you could travel back in time to the day you became a financial adviser. Knowing what you know now, what are you going to tell your younger self? Click…

Providers and their obstructiveness. Question…

I’m looking at leaving SJP. Question…

I've got a £1.5M in an SJP intl bond wrapped in a QROPs. I need to transfer it. It's not the QROPs I'm concerned about it's the SJP bond. Question…

We were advised today by a DFM, that if we offer a blended solution to a client ie: one of their wrappers with DFM A and the other wrapper with DFM B, we effectively become a "manufacturer". Question…

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

I have recently taken on a 40 year old client who has sold his business and is looking to invest £2.5m for income. I am planning on using GIA and ISA. Question…

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…

Blast from the Past

Philip interviews Kriss Akabusi MBE, British former gold medal winning sprint and hurdling track and field athlete. Watch…

From LifeTalk Marketing

Is TikTok really a serious marketing option for financial advisers?

Here's a new podcast episode where I interview TikTok expert Michelle Haslam. Michelle is the founder of BizTok Academy, where she helps financial advisers, IFAs, financial planners and professional service providers to make the most of TikTok.

What’s your AI IQ as a Financial Adviser?

Are you Ready to Embrace AI in your Advice and Financial Planning Business?

How much do you know about AI and how open are you to adopting it in your practice? Take our quick quiz and get your AI IQ score.

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?

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

Using principles from cognitive psychology, Nick Kolenda developed a unique way to subconsciously influence people's thoughts. He developed a "mind reading" stage show depicting that phenomenon, and his demonstrations have been seen by over a million people across the globe.

Methods of Persuasion reveals that secret for the first time. You'll learn how to use those principles to influence people's thoughts in your own life. On Amazon here.

Money Quote of the Week

“Money never made a man happy yet, nor will it. The more a man has, the more he wants. Instead of filling a vacuum, it makes one.” Benjamin Franklin

That’s it for this week…

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As always, thanks for reading and see you next time.

Founder of LifeTalk
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