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Your LifeTalk Insider #88
The Weekly Newsletter for IFAs, Financial Planners and Financial Advice Professionals
LifeTalk Insider
June 03, 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…
👉 We have a lot of new subscribers this week! So a big thank you for joining us. For regular readers please note that we have moved LifeTalk Insider to earlier in the week as we understand this is much better for most people.
Phil and 107 others: Without saying your age, say something that a young person simply will not understand... Click…
Rob and 35 others: I'm wanting to pe-phrase 'Annual Review' as I think it's wrong on many levels. I've heard of 'Forward Planning Meeting' but I'm not a fan of that, either.
Does anyone call theirs, something different? Click…
End LinkedIn Paralysis. Get seen. Get clients.
The system that finally makes LinkedIn work for financial advisers. Click here…
Paul and 35 others: A very knowledgeable client has approached me with the following and before replying I would love everyone’s thoughts and any trip hazards. Background: Client is mid 40s, unmarried but lives with partner. 2 teenage children. They run their own Ltd company and they are both employed by it. Read more…
Claire and 21 others: 3h Speed Awareness Course... gotta count as CPD, surely? Click…
Philip and 27 others: Ok, it’s not often a fund guide makes me laugh, but Scottish Widows have cheered me up this afternoon with the way in which they label their funds. In order of low to high risk - 5, C, 4, B, A. There must have been a committee involved. Click…
Nathan and 32 others: So cash calc put my subscription up in March and now they have put it up again. It’s increased by 150% (I was getting a discounted rate). I’ve had to correct them on their carry forward tool and have heard the CGT tool isn’t right either at the moment.
Has anyone else seen this increase and are you looking at anything else as an alternative or just sucking it up? Click…
Robin and 29 others: One of my team members, who I’m supporting through to Level 4 with the CII, has informed me that he can no longer download a pdf copy of the learning material, forcing him to only view online, which is hampering his ability to study.
Has anyone else come across this? Click…
Eugenie and 28 others: Which providers will let an IFA set up a pension for someone then allow self investment and more importantly, self managed drawdown? Click…
Rob and 27 others: Looking for a bespoke dfm who will put together a concentrated portfolio of equities for £500k. Spoke to Sarasin and Canaccord already and they will only use funds and small amount of direct equity. Click…
Paul and 29 others: Virtual Meeting Recordings.
I am sure we are now all familiar with recording our Teams/Zoom meetings. The file size is often 500mb+. I am interested on how people are saving them? Most document management systems won't cope with file sizes that large and at ~200 meeting a year could get expensive. What are others doing? Are most just keeping transcripts or audio only? Click…
Roshni and 12 others: We are a very small adviser firm; one adviser and one paraplanner. We're looking to take on a newly qualified adviser in a few months but don't have the experience or resources to put together a T&C program from scratch. Are there any well-structured T&C programs that we can subscribe to, that will help get our newbie to CAS? Click…
👉 Artificial intelligence is reshaping how financial advisers operate - but with so many AI solutions out there, it’s hard to know what actually works in practice.
That’s why we've launched a new six-part series of live interviews with the founders and creators behind leading AI tools for advisers. But this isn’t just about what their solution does - it’s also about what they’re seeing from the inside: how real advisers are using their tools, what’s working and what others can learn from those behind-the-scenes insights.
Session 2 takes place on Thursday June 5th at 10am (UK) with Stephen Mitchell of AdvisoryAI.
If you want a clearer view of how AI is being used on the ground (not just the theory), and how tools like AdvisoryAI are helping reduce admin and improve client journeys, this is the session to join. It’s live, it’s free - and packed with practical, real-world learning.
Jane and 25 others: Lady in care- no money- house up for sale and small amount of rental income from BTL. Local Authority say it will be 6 weeks to assess her and then consider a deferred payment scheme if house not sold.
But she will run out of money before then. Any thoughts as LA are not being very timely- could she raise money against property anywhere else quickly enough to be of use. Click…
From the Adviser Growth Community:
Join now with a 7 day free trial
News from the Adviser Growth Community
👉 We now have a map feature in the group so that you can see where other members are located. Why not arrange impromptu meetups?
👉 We now pay you for introducing new paying members to the group - that’s 40% affiliate payment to you.
👉 The group has a Calendar feature so that you can keep up to date on our own and industry events.
👉 The Classroom area of the group has hundreds of hours of fantastic content.
👉 You can filter posts within the group by topic, making it incredibly easy to find posts of interest to you.
👉 There’s no algorithm that decides which posts you see!
👉 You can now get a 7 day free trial when you join Adviser Growth Community - come and check us out before you subscribe.
👨💼 🙋♀️ 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
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