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Your LifeTalk Insider #81
The Weekly Newsletter for IFAs, Financial Planners and Financial Advice Professionals
LifeTalk Insider
March 14, 2025 • Estimated Reading Time: 8 minutes
Welcome back…
From LifeTalk and the Adviser Growth Community this week:
Thanks to everyone who has subscribed to LifeTalk Insider - Let’s get stuck in…
Poll: Of the following, which is the MAIN way that you give website visitors the chance to contact or engage with you? Click…
Poll: To what extent are you considering ways to work with a broader range of clients through education, courses and coaching-style models etc.? Click…
LifeTalk and 10 others: Do people charge a fee for a transfer of servicing case? I’ve always thought it’s not right to do as you will be getting the ongoing but seems like many IFAs charge an initial fee. Click…
Neale and 12 others: Transact... why is it so popular!? Click…
Jane and 43 others: Middle of management buy-out so will have several million soon, about to have serious surgery, lives with girlfriend and 2 grown kids - what are thoughts that need considering so I don’t miss any? May be too late for IHT planning or it may all work out fine. Click…
Phil: This business is downsizing because AI is impacting them faster than they were expecting. Click…
NEW! Financial Planner LinkedIn Profile Photo Frames - Now Available!
A great way to stand out on LinkedIn! 👉 Only £19.97 for a limited period for three different versions/colours. Click here to pay safely and securely. We will then contact you to arrange your photo frame.
Want different wording? Let us know when we contact you. Got a question? Contact [email protected]
Mark and 11 others: Has anyone found a way to stop Royal London sending copy letters to the IFA by post? I can download anything I need from my RL Adviser Portal so it seems very wasteful and unnecessary. Click…
LifeTalk member and 15 others: I’m looking for recommendations for a VOIP online system for a small firm. No more than 2 users, so many online! I don’t know where to start! Click…
Gosia and 8 others: I have a client who asked me what is available for savings/investment account for a 15 year old, who recently lost both parents and is looked after by a family member. The (church) community around her want to donate money to her on monthly basis, so it potentially be a lot of small payments from many unrelated people, potentially more than £9k per year. They also want this to be not accessible until she is 21. Click…
Taylor and 21 others: Panicked clients - we haven’t had many recently, but I’m interested in what everyone else shares with clients when the recent market volatility causes them concern. Looking for great resources, guides, graphs, evidence and anything else you’ve got please. Always good to see what others share with clients. Click…
Laura and 19 others: Cashcalc or Fincalc? Appreciate there are others, however my firm tends to stick with these two so would start off on this basis for ease. If it helps we will be working on intelliflo. Click…
NEW: Find and Connect with Advisers Near You – Finally, a Simple Way to Arrange Local Meetups!
One of the biggest challenges of online communities like LifeTalk is that you can’t see at a glance where other members are located - making it almost impossible to build local connections or arrange in-person meetups.
Although we have our monthly online meetup group, we know many LifeTalk members have wanted to organise local meetups for years but haven’t had an easy way to do it.
The value of close proximity relationships is immense, that’s why we’re excited to introduce a new Map feature inside our sister group the Adviser Growth Community!
Now you can:
See and connect with advisers near you at a glance!
Easily arrange local meetups with like-minded professionals.
Strengthen your network with real-world connections that go beyond just online discussions.
Private and secure - exact locations are slightly adjusted for privacy, but close enough to be useful.
Now, when you join the Adviser Growth Community, you can finally find and connect with advisers near you, making local networking and collaboration easier than ever.
Want to see who’s near you? Join the Adviser Growth Community today and start building the local connections you’ve been looking for!
Join us here and visit the Map tab.
Posts from the Adviser Growth Community:
Join now with a 7 day free trial
Ready for an upgrade from You 2.0 to You 3.0?
Try this with ChatGPT: Click…
Reverse Mentoring: What More Experienced Financial Advisers Learn from the Next Generation
Three times this week the topic of 'reverse mentoring' has come up in conversation, and I think it potentially has real benefits for financial advice firms. Here’s why: Click…
Designing your ideal day for long term success
Try this prompt with ChatGPT: Click…
AI can hold a mirror up to your financial advice business
Many financial advisers use AI to speed up admin tasks - but what if AI could help you see your business in a whole new way? AI isn’t just for efficiency; it’s for insight. It can highlight blind spots, uncover hidden opportunities and help you make smarter decisions.
Here’s a simple but powerful ChatGPT prompt to help you hold a mirror up to your business: Click…
👨💼 🙋♀️ 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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