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Your LifeTalk Insider #75
The Weekly Newsletter for IFAs, Financial Planners and Financial Advice Professionals
LifeTalk Insider
January 03, 2025 • Estimated Reading Time: 8 minutes
Welcome back…
From LifeTalk and Adviser Growth Community this week:
Happy New Year! Thanks to everyone who has subscribed to LifeTalk Insider - Let’s get stuck in…
LifeTalk and 91 others: Huge numbers of financial advisers are now using LinkedIn. Not surprising because it's a powerhouse of opportunity if you use it right. However this year there have been a few changes to the algorithm, which means that many posts are not getting the attention they could be.
I've put together 20 tips in a short guide on what you should be looking to focus on in 2025. If you would like a copy just let me know at [email protected]
Matthew and 71 others: Which AI tools are everyone using to record meetings and create file notes and action plans etc? Click…
LifeTalk member and 36 others: Having a ding dong with outsourced paraplanners on this one…
Mum and Dad have five adult children. In March 2020 they outright gift a combined £4M (£1M to each of four of the children). In June 2023 they give an outright gift to the fifth child of £40k. If they now create a discretionary trust for the grandchildren and transfer £220k is there a CLT of 20% or not? Click…
Lee and 16 others: Are there any advisers/planners in the group, that have a niche segment they solely work with (or mostly) and have created sales aid material specific to that niche? Click…
The Two Phils are back!
As a special New Year treat we will be reuniting the 'two Phils' for a special live recording of the Adviser Lives podcast. Register now for Phil Bray of the acclaimed Yardstick Agency and Philip Calvert of LifeTalk as they reveal the Financial Adviser New Year Marketing Resolutions.
Some of you will remember their amazing full day live workshop three years ago, so this is a fantastic opportunity to see them present together once again.
The recording of this free event takes place on 23rd January 2025 at midday and you can register here: Click to register…
🚫 This isn’t for every financial adviser.
Some advisers are happy to go it alone – working things out over time and navigating the twists and turns as they come. And that’s absolutely fine.
But if you’re the kind of adviser who:
✅ Recognises the power of learning from peers who truly get the day to day issues you face
✅ Wants to stay ahead by tapping into real-world experiences and strategies that work
✅ Knows that collaboration often opens doors you didn’t even know existed
✅ Values open, honest conversations about life as a financial adviser
…then you might find this worth exploring.
💡 LifeTalk meetups aren’t about quick fixes. They’re designed for advisers who want to have meaningful discussions, share insights and walk away with practical ideas to implement in their businesses.
If you’re ready to connect with other advisers facing the same challenges (and opportunities) as you, the 2025 meetups are starting soon.
We’ll be there – if you decide to join us. But hey, no pressure - it's not for everyone.
Posts from Adviser Growth Community this week:
Join now with a 7 day free trial
How to work in a niche market
We have put together a 14 page guide which is proving very popular. It includes a great example, notes, what is a niche, how to get known in a niche, content ideas etc.
Hope you'll find it useful. Click…
👉 Did you hear the news? Consumers can now get financial advice on WhatsApp
Amazing - there’s a new version of ChatGPT that you can now access via WhatsApp. While it’s not yet the full-fat version, it’s still an impressive move by OpenAI and highlights a significant trend that financial advisers cannot afford to ignore.
Here’s the reality: consumers have today started using WhatsApp to ask for personal finance information. Think about that.
Why? Because it’s ultra-quick, convenient and let’s face it - most of us already live on WhatsApp. Did you know that 79% of the UK population uses WhatsApp every month? That’s a huge audience embracing AI-powered assistance right in their pockets.
So, what does this mean for you as a financial adviser?
It’s time to think seriously about the opportunity to create your own firm-specific version of ChatGPT.
Imagine having an AI tool designed specifically for your firm, communicating in your tone, style and expertise. It’s a smart way to provide value to clients and perhaps more importantly, attract new leads who might otherwise slip through the net.
Here’s how it can help:
💡Engage prospects: Answer common questions and FAQs about your business whilst also providing insights on financial topics without you or your team needing to respond manually.
💡Build trust: Show website visitors, LinkedIn and social media followers that your firm is embracing cutting-edge technology to serve them better.
💡Generate leads: Capture details of potential clients who interact with your AI assistant, giving you valuable insight into their interests.
It’s not about replacing human connection - it’s about enhancing it. While your expertise and personal approach will always be the heart of your financial advice business, a personalised AI assistant or AI clone can complement your work by making your expertise more accessible, 24/7.
This isn’t a future concept - it’s available and working for advisers today.
If you or your team would like to understand better send me an email to [email protected] and I'll send you more information.
Adding ChatGPT to WhatsApp is a pretty smart move by OpenAI, but it's starting to change the game of how consumers access financial advice whilst giving YOU a golden opportunity to ride this new wave.
Poll: How was 2024 for you?
Please take our quick poll - add any thoughts or observations in the comments. Thanks in advance... Click here…
👨💼 🙋♀️ Here’s why financial advisers like you are joining Adviser Growth Community
The Adviser Growth Community - brings together financial advisers experiencing change or transition in their business so that they can gain clarity whilst also attracting more of their ideal clients.
👉 Now with a 7 day free trial.
If that’s you, you should come and join us…
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]
If you have adviser friends or colleagues, or office team members who you think would benefit from joining LifeTalk, please copy and send them this link: https://www.facebook.com/groups/AdviserLifeTalk
And visit and join our brand new group Adviser Growth here:
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
AI Clones for financial advisers
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