Skip to main content
Skip to search

Business networking and talk about life as a post-RDR Financial Adviser. Over 9,000 Advisers and Industry professionals use LifeTalk to find business resources, best practice discussions, help with exams ...and much more. Sign-up FREE here.

Copyright

All text is copyright © of the author and IFA Life Limited. Logos used on LifeTalk and member profile pages are copyright © of their respective owners. All Rights Reserved. All website content is protected by copyright law and must not be copied.

The comments, articles, views and opinions on the member contributed areas of LifeTalk in no way reflect the opinions of IFA Life Limited.

LifeTalk is a trading style of IFA Life Limited.

Featured articles

16/05/2013 10:12:19: Advisers find opportunities in tough times

15/05/2013 18:36:38: Preserving the three kinds of Family Wealth

15/05/2013 10:13:07: Pension Portfolio - the only pension your clients will ever need

14/05/2013 12:02:15: What price is your new strategy and business risks post RDR?

08/05/2013 10:31:07: Investment Due Diligence (part 2)

02/05/2013 16:43:12: Success Strategies for Financial Advisors

01/05/2013 10:37:50: Making your website work for you, means making it work for your visitors. Valuable tips for IFAs

01/05/2013 08:22:57: Google confirmation: forget SEO. What can IFAs learn from this?

30/04/2013 16:05:46: We need to talk about Taxes - How much tax are you paying?

25/04/2013 16:42:00: Advisers drive RDR awareness. New research revealed

25/04/2013 16:34:14: When ‘bad' is ‘good'. Expert views on Europe's recovery

22/04/2013 11:13:40: Should Men and Women have different Risk Profiling questions?

17/04/2013 16:43:05: Provider and Supplier Update - April 2013

11/04/2013 16:51:45: Great business opportunity for IFAs. Healthy second income in a growth business.

08/04/2013 09:14:02: A new opportunity dawns - Now’s the time to focus on mid-market clients

08/04/2013 08:47:08: How to Prove and Demonstrate your Independence in a Post RDR World

08/04/2013 08:13:49: Investment Due Diligence (part 1)

03/04/2013 10:36:52: LifeTalk Android App now available in Google Play

27/03/2013 10:54:58: The fight for justice for Arch cru investors continues

23/03/2013 15:38:24: The best kept Marketing and Lead Generation secret for IFAs and Financial Advisers

20/03/2013 10:49:20: For Providers only: How to engage with IFAs through Social Media and Conversational Marketing

18/03/2013 17:45:40: Face-to-face networking gets IFAs new clients - if you approach it like this

15/03/2013 11:06:08: Being helpful and supportive - Old fashioned values in a modern setting to help people find an IFA or Financial Adviser

11/03/2013 16:42:00: SortRefer is a simple, free-to-use, online resource designed for IFAs and Mortgage Brokers

08/03/2013 13:50:16: Top tips for marketing your firm in a post-RDR world

05/03/2013 11:52:32: Pension contributions: no cash, no problem!

04/03/2013 08:09:11: How you find an IFA or Financial Adviser just changed. A welcome return to 'the human touch'

19/02/2013 15:59:25: Why Only Best Practice Makes Perfect!

19/02/2013 14:30:08: Pension planning; the persuasive power of the ‘jelly baby’!

13/02/2013 15:02:32: Are you using the end of the tax year to contact your clients?

07/02/2013 09:40:44: No wealth is being created

04/02/2013 08:00:30: Lend private businesses some help with a SSAS

25/01/2013 11:33:06: Personal Asset Lending on the Rise

10/01/2013 08:05:37: Is your client’s SSAS up to date with its HMRC filing?

03/01/2013 16:01:56: Is there any New Year pension cheer?

02/01/2013 08:32:25: A New Year, a New Regime - and a New Name for IFA Life...

22/12/2012 14:17:18: 2013 - A new year and a new challenge. But here's the real reason why the profession could be wiped out

18/12/2012 10:34:37: New Provider workshop for 2013 - How to use Social Media to add value and to engage with IFAs in a post RDR world

11/12/2012 20:00:21: New Year, New Regime, New Opportunities... and a New Name for IFA Life

11/12/2012 19:37:09: Christmas Cheer for IFAs with Small Fund Pension clients

03/12/2012 14:13:48: My IFA resuscitated my SSAS

27/11/2012 16:11:11: Use Outsourcing and Profit from RDR

27/11/2012 15:39:30: The Folly of Hourly Fees

09/11/2012 09:49:58: How to use valuable content to generate sales opportunities

08/11/2012 21:11:28: All set for RDR?

05/11/2012 13:27:33: Business 2015 - My Predictions

12/10/2012 08:06:28: What makes a good financial adviser?

05/10/2012 10:13:18: What LinkedIn skills endorsements mean for Financial Advice professionals (and how to make the most of the exciting new feature)

29/09/2012 16:30:26: The Less Paper Office. IFAs can't ignore paper, but they can be smarter about how they store it

06/09/2012 07:03:47: IFAs should become expert bloggers

24/08/2012 14:44:07: How do you compete for the attention of IFAs in an increasingly crowded online marketplace?

09/08/2012 10:21:23: Eight years of IFA Life – some valuable insights into IFAs’ and Providers’ use of Social Media

03/08/2012 08:38:32: Your business depends upon the views of others. IFA websites are missing a trick

25/07/2012 16:03:58: Best Practice makes Perfect: 171 Memory Joggers and Bright Ideas for IFAs

27/06/2012 15:57:29: Empowering advisers and wealth managers to deliver profitable services to mass affluent clients, using digital risk profiling and wealth planning

26/06/2012 16:35:15: How to use LinkedIn: 300 Proven Tips for Financial Advisers

18/06/2012 13:10:55: Please vote on the Top characteristic of the most successful financial advisers

10/06/2012 15:59:54: Credit crunch generation stuck in financial adolescence - the Top 50 Indicators of being 'Grown up'

08/06/2012 09:22:11: When it comes to pensions, women are still very much the poor relation

23/05/2012 07:48:44: Golden Rules for talking with a new generation of pension savers

01/05/2012 16:43:10: Should every investment portfolio be insured?

27/04/2012 10:09:05: Advisors must shift LinkedIn to the top of their Social Media strategy (if they had one)

16/04/2012 08:38:49: Should the IFP and PFS follow the MDRT model? How have you benefited from MDRT?

09/03/2012 16:56:44: How to connect your IFA Life profile page to your LinkedIn page

03/03/2012 10:29:30: The 7 key traits of a Trusted Adviser

13/01/2012 15:47:01: How to Plan, Promote and Present Successful Client Seminars in an RDR World

20/12/2011 16:44:44: Asset allocation and RDR

09/12/2011 10:11:51: Why every IFA firm needs a mobile website

29/11/2011 15:48:51: Why are so many IFAs invisible online? (And missing out on business as a result)

06/10/2011 15:19:19: The impact of this on our family has been traumatic to say the least

19/09/2011 16:08:01: Reassurance for pension clients with Prudential’s multi-asset funds

22/06/2011 19:38:00: Why should I pay for your advice?

22/06/2011 12:42:46: Clients are crying out for pensions with guarantees

21/06/2011 11:50:46: 'New Model' is not just for IFAs - it's for Providers too. Why Social Media will soon dominate Providers' interaction with IFAs

15/06/2011 16:08:02: 7 tips to make yourself memorable as an IFA

19/05/2011 09:38:05: Do advisers need coaching?

08/04/2011 17:26:29: A Real Conversation with an IFA - the truth hurts

15/03/2011 07:53:05: How to use and Leverage LinkedIn - Resources for IFAs and Financial Planners

11/02/2011 12:18:39: Evidence of professionalism at the Professional Adviser Awards

26/01/2011 11:19:50: Do You Really Know Your Customer?

07/01/2011 22:54:04: 10 reasons why consumers won't come to your financial planning seminar

29/08/2010 16:55:53: A Digital Mindset. Do IFAs, Financial Planners and Financial Brands have it?

04/08/2010 10:02:05: 3 Reasons why an IFA should blog - even if you have nothing to say

06/07/2010 08:39:28: Five powerful reasons why you should start blogging. A simple way for IFAs to generate leads

10/08/2009 14:33:45: Does anyone take notice of financial advertising and marketing anymore?

31/07/2009 08:15:01: Do financial advice businesses have competition? Internet businesses shouldn't follow Microsoft's lead

05/07/2009 10:59:24: Can you mentor another IFA or Financial Planner?

29/06/2009 11:52:21: This is when I'll pay for financial advice

21/04/2009 11:43:58: Another way to get more traffic to a financial planner's website

22/10/2008 06:01:36: “Change or Die” That’s the message for many advisers

28/09/2008 10:24:54: How to maximise your membership of IFA Life

05/08/2008 10:35:35: How well do you manage your image as an IFA?

Sponsors and Partners

Developed by BouncingFish