Welcome to LifeTalk Insider #7

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LifeTalk Insider
June 16, 2023 • Estimated Reading Time: 6 minutes

From the LifeTalk forum week ending 19th June

Feeling a little frazzled this Friday and would welcome your thoughts on the following: Click…

Client’s parents gave her some money as gift c10 years ago and she used some of it to subsequently buy a property for her mum when her father died. Question…

Is it misleading for a mortgage protection adviser to title themselves as a Financial Advisor? Click…

What salary is to be expected for a newly trained (signed off) adviser who will have to do their own paraplanning and admin and network to get new clients? Click…

I have been looking at Life Planning having just had an email from Kinder Institute. I would like to develop my skills in this area having previously attending coaching courses with Bachrach and John Bowman (CEG). I am interested to know what other folks experiences and views are on this. Click…

Question about taxation. on transfers of property into a limited company. I have a property investor that set up a LLP with a friend. He wants to turn it into a limited company and transfer the rentals into it. does anyone know if some form of incorporation relief is available for these? Click…

Which networks are decent to work with as an appointed rep, or is it better at the moment to just go directly authorised? Click…

Post of the Week

After some career advice. Stuck in a bit of a rut. I probably have some romanticised idea of what I want from a financial planning role. But at the moment I'm struggling to find a company that matches my values. I've been paraplanning for nearly 2 years and, quite frankly, hate it. Click…

From our Partners

Make sure to register for Air’s National Later Life Adviser Conference 2023 on the 29th June at the British Motor Museum, Warwick.

Are you ready to dive into a day designed to help you navigate the later life lending market? Join Air for this annual and highly anticipated event, packed with industry expert speakers, interactive sessions, breakouts and so much more!

Air will be hosting some taster sessions from their Air Academy Events including their: Summit, Symposium and some exclusive Masterclasses. Learn more or register here…

From LifeTalk Marketing

Wherever possible I try to use at least one of Robert Cialdini's six principles of human influence in every piece of marketing I do. For my own marketing activities, I find numbers 1 and 4 the most effective. Click…

How many conferences have you been to where you wanted to ask a question, but didn't? At times we've probably all been confused or struggled to understand a talk or a class. When I'm lost or confused my rule of thumb is to ask, even when it's not easy. The desire to understand what's being said fights with the urge not to interrupt the talk or ask what may be a dumb question — perhaps everyone else already knows? But in my experience, if I'm confused, others likely are too. More…

Any advisers thinking about putting on seminars, workshops and client events might want to take a look at this excellent video on why Apple events always shine brighter than other smartphone device launches. Whilst none of us have the event budgets that Apple work with, the format and process described here is worth taking note of. Click…

From the LifeTalk AI Best Practice group

What’s your AI IQ as a Financial Adviser?

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. Click here…

Recommended Book

Lead Generation for Later Life Financial Advisers

How Professional Equity Release Advisers Can Attract More of their Ideal Clients.

Out today on Amazon. Get your copy here…

Money Quote of the Week

“It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” Robert Kiyosaki

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