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Your New Year Update


Welcome back – we hope you had a wonderful Christmas break with family and friends.

Thank you also to the 58 IFAs who logged in on Christmas Day!

This is our final news update of the year and I just wanted to send a personal thank you to everyone who has logged into LifeTalk throughout 2016.  Many of you have been with us since our launch as IFA Life back in 2004, so a special thank you to you!

Highlights of the year have been that there were nearly 100,000 visits to our website with almost 300,000 pages viewed.  Half of our visitors come directly to our site each day, with the remainder coming from search engines and Social Media.  We cannot stress enough how important Social Media is becoming in all our businesses as a means to send clients/customers to our websites.

We also launched two new channels which are already proving very popular:

Insights is a new-look article feature which displays great content impacting financial advisers - primarily around the subjects of technology and business development. Insights is also presented in a beautiful new format which makes it great for viewing on mobile devices.  Take a look at and follow/subscribe to Insights here:


Vision is our brand new consumer-facing channel for IFAs and advisers which is hosted by Passle.  Here you can comment on industry news or write your own blogs and articles which we promote across Twitter and Facebook. 

Five financial advisers have already signed up to use Vision with several others being set up as we speak.  There have already been 85 posts which are helping these advisers to raise their profile and to be found in Google search results.

There’s no charge to post your content to Vision for the first six months and after that it’s only £10 per month.  We can only take twenty at no charge, so register now by sending an email to  You can see Vision in action here:

Please note:  The only way to contribute to Vision is by contacting us directly.  Please do not register direct with Passle or you won't get the special deal.


Audio Transcription

During the second half of 2016 we also introduced our meeting notes, report writing and audio transcription service for IFAs.  All we need is your audio file or handwritten notes and we’ll do the rest.  It’s prompt, efficient and also ideal for one-off typing projects.

Drop us a line for further information at


Finally, we’ve continued to support and promote the importance of IFAs getting properly to grips with Social Media – and now that there are more visits to Social Networking sites than visits to search engines, it’s important that IFAs know how to leverage this important medium.

However, without a documented Social Media plan, it is unlikely that you will ever see good returns from Social Media, so we are helping in two ways:

Our ready-made Social Media Strategy Template is available for download.  Simply download your copy, read through the PDF workbook and complete the questions.  It couldn’t be simpler!

Download yours here:


Secondly, there’s still time to register your place at our forthcoming Social Media Strategy day on 10th January 2017.  Advisers from around the UK are joining us to identify key ways to use Social Media in their businesses and to write their plan for the year.

When they leave, they’ll have a completed plan which can be put in place immediately.  They also get complimentary membership of our unique Social Media Mentoring Group for IFAs on Facebook.  This will be chargeable to join in 2017, so if you want access to this fantastic resource, sign up for our January workshop today.

Don’t miss this fantastic opportunity which is kindly supported by Intelliflo.  Sign up here:


Thank you again if you were one of the one hundred thousand visitors to our site throughout the year!

All the best and we wish you a happy and prosperous 2017.



Philip Calvert
Founder of LifeTalk


Author: Philip Calvert
Posted: Monday, January 02, 2017 | 12:45:48 PM

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