Resources Directory
We want IFA Life to be your one stop shop for multiple industry resources.
A growing list of links to websites and services that are regularly used by IFAs and Financial Planners. This is a work in progress, so if there are sites which you use which are not yet featured, please send an email to us at admin@ifalife.com.
Providers and suppliers wishing to be featured in our Resources Directory, please contact Nick Page at page@pagemedia.co.uk or click here.
ADVERTISING AND MARKETING TOOLS FOR IFAs
- How to use LinkedIn to attract new clients: 300 Tips for Financial Advisers
- Find an IFA on IFA Life (for consumers)
- Business Directories (add your website)
- Branding and Communications (incl. IFA Podcasts)
- Successful Seminar Selling - How to plan, prepare and present successful client seminars
- Internet and Social Media consultancy for IFAs - Attract more website visitors and convert them into clients
- Lead generation
- Marketing for Financial Planners - How to market and promote your Financial Life Planning proposition
ACQUISITIONS, SALES AND MERGERS, including retirement solutions for IFAs
ANSWER QUESTIONS ON PERSONAL INVESTING, WEALTH MANAGEMENT & ESTATE PLANNING
BOOKS and eBOOKS
- IFA Life Store
- Online Social Networking
- Successful Seminar Selling - How to plan, promote and present seminars
- Marketing for Financial Planners - How to market and promote your Financial Life Planning proposition
BRANDING
- Corporate
- Personal
COMPLIANCE
CONSULTANCY
- Marketing and Internet marketing consultancy for IFAs
- How to integrate Life Planning into an IFA practice
- How to plan, prepare and present successful client seminars
EXAMS (Recommended)
FACTORING and INVOICE DISCOUNTING
FINANCE
FUND MANAGERS
IFA SEARCH ENGINES - get listed so consumers can find an IFA like you
INDUSTRY PRESS - UK
INSURANCE
INTERNET, WEBSITES and SEARCH ENGINE OPTIMISATION
LAW
-
Securities
LETTERS
- Client Engagement letter (courtesy of Informed Choice Ltd)
LIFE INSURANCE
- Life Planning - videos
- Introduction to Financial Life Planning workshops
- How to Market and Promote Financial Life Planning to clients
LOANS
MARKETING and INTERNET MARKETING
- How to use LinkedIn to attract new clients: 300 Tips for Financial Advisers
- Marketing seminars for IFAs
- Marketing, Internet marketing and practice development
- Marketing resources
MONEY MARKETS, CAPITAL MARKETS and DERIVATIVES TRAINING
NETWORKS and SUPPORT COMPANIES
OFFICE SERVICES
PARKING SPACES FOR CLIENT MEETINGS (Recommended)
PENSIONS
PERSONAL FINANCE SOCIETY
PRESS and MEDIA
PROFESSIONAL INDEMNITY
PROFESSIONAL STANDARDS and ISO 22222 CERTIFICATION
PROPERTY
SCHOOL FEES
SOFTWARE and BACK OFFICE TECHNOLOGY
- How to use LinkedIn to attract new clients: 300 Tips for Financial Advisers
- Guide to Twitter (featuring IFA Life case study)
TAXATION and ESTATE PLANNING
TRADED ENDOWMENTS
TREATING CUSTOMERS FAIRLY (TCF)
- IFA Life on Twitter
- IFA Life Twitter League
- Social Media in Financial Services
- IFA Tweets - the new way for people to find, follow and refer IFAs
WEBSITES FOR IFAS
WORKSHOPS
WILL WRITING
