Your LifeTalk Insider #93

Facebook Group | Adviser Growth Community | Melo | AI Clone Academy | Financial Adviser Lead Generation System™

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…

It’s back!

The Financial Adviser Marketing Club is Back for Season 3 - together with a first-of-its-kind app for advice professionals

After two hugely popular seasons, the Adviser Marketing Club is returning for 2025/26 ‒ and this time even stronger. Wherever you are in your career, if attracting better quality leads and doing it with less stress are on your agenda, this could be exactly what you need.

Why Advisers Joined

• Proven Popularity and Proven Lead Generation System
  Seasons 1 and 2 had strong take-up and excellent feedback. Advisers tell us that the practical insights, tools and peer support have made a real difference to their lead generation.

• Tailored for All Advisers
  Whether you’re just starting, already established, part of a firm, or flying solo, there is value for everyone.

• New & Improved for 2025/26
  • Each monthly meeting now includes a live clinic to tackle a member’s current lead generation issue.
  • A new and dedicated marketing & lead generation app (first-of-its-kind) gives you 24/7 support, access to resources, plus a built-in AI marketing assistant.

What You’ll Get When You Join us

Twelve Zoom sessions over the course of the year diving into key marketing and lead generation topics, plus:

• Tools, templates, scripts and guides

• Checklists, eBooks, workbooks and marketing planners

• Regular newsletter “Marketing Edge” with tips, case studies and best practice

• Access to recordings, transcripts and summaries if you miss a session

• Members’ workbook, AI assistant, exercises to sharpen your approach

When It All Begins

• Starts October 2025 through to September 2026.

• Monthly Zoom group meetings, all recorded, with transcripts etc so you won’t miss out.

• Dedicated app available from the moment you join.

👉 Whether you’re employed, self-employed or an advice business owner and you’re ready to use a proven lead generation system to get more consistent, confident results from your marketing, this is a chance to be part of something that’s already helping many advisers just like you.

Learn more and join other advisers at https://www.philipcalvert.com/adviser-marketing-club/

Robin and 92 others: I’m sure this has been asked before. So, apologies if I’m asking people to repeat themselves, but we are recommending a transfer of an SJP pension.

However, there are punitive exit penalties that SJP want to apply. What is the best approach with SJP to persuade them to waive them? Click… 

LifeTalk member and 51 others: I recently resigned from my role as an employed IFA at a small DA firm, and have set up as an AR at a network. I was subject to some 6m restrictive covenants which I’ve abided by.

However, now that 5 of said 6 months have lapsed, it has come to my attention that my former director is rubbishing my name to the clients I had relationships with, and is lying about the reasons for my departure, and also making up other nonsense about other matters which I didn’t do, which is causing alarm amongst said clients.

These clients are now reluctant to come across to me as they had originally planned. Is there anything that I can do? Click…

Lee and 49 others: I’ve noticed there’s strong support on here, from members of the Valid Path network. I am currently looking at my options and wanted to ask those who are with VP, “Why”.

What are their strengths and weaknesses, what could they do better and what are they excelling in. Click…

LifeTalk member and 36 others: My network is insisting that we start charging a minimum 2,500 fee for pension benefit access. We have never charged a client for this as consider this to be covered within their usual fees. We definitely don't think it warrants a fee that large.

Could I ask how many of you would charge for this? Click…

LifeTalk member and 34 others: A few adviser colleagues and I, frustrated with our current network due to costs (12% plus of annual earnings), are considering collaborating and exploring Direct Authorisation as a group. Each of us manages around £30–50 million AUM. We want to keep our own client books but create something independent.

Has anyone here taken a similar route, and what have been your experiences with costs and effectiveness? We feel like overall we likely have 150-180k between us in fees to use against this setup and be no worse off!

Overall aim to keep costs down if this is realistic? Click…

👉 The 2025/2026 Adviser Marketing Club is open for registration now…

Advisers have been signing up to get twelve months of proven marketing training, based on the system used by the best adviser marketers in the UK and around the world.

Whether you’re an employed adviser, self-employed or business owner, we guarantee that this will transform your approach to lead generation.

In addition to the twelve webinars, resources and tools, you get access to our brand new app - a first-of-its-kind tool with its sole focus on marketing and lead generation for advisers.

Join us now: https://www.philipcalvert.com/adviser-marketing-club/

From the Adviser Growth Community:

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…

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That’s it for this week…

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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