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Networking, Business Best Practice and Mentoring for Financial Advisers, IFAs, Financial Planners, Wealth Managers and Later Life Advisers

UK
Joined May 2008
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Life planning thought for the day: Any advisers dealt with clients who have essentially sacrificed health for the sake of wealth?
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I spoke to two separate financial planners today who are looking to be coached and to replicate the Serenity model. They are waking up and seeing it’s not about AUM (managing money) #thingsarechanging
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Don't miss @themoneypanel and thirty other amazing financial planners, experts & consultants in the Financial Adviser Mastermind & Challenge... March 4th - 8th. Hundreds of IFAs and advisers have registered - come and join them free at adviserlifetalk.com/adviser-… #AdviserMastermind
I'm taking part in the Financial Adviser Mastermind & Challenge! It runs from 4th - 8th March. Don't miss it - register here: adviserlifetalk.com/adviser-… #AdviserMastermind @philipcalvert
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For one week only, THIRTY top Financial Planners, Consultants & Experts share what it takes to grow a World Class Financial Advice Business, in a unique & incredible online event... Join FREE adviserlifetalk.com/adviser-… #FinancialPlanning #financialadviser #OnlineSummit
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Thanks for the RT Michael...! We loved talking to you.
Super excited that Carl Richards is taking part in the Financial Adviser Mastermind & Challenge... Creator of the Behavior Gap™, Carl is one of the world's leading adviser coaches... 103 IFAs signed up adviserlifetalk.com/adviser-…
The Financial Adviser Mastermind & Challenge Is Here! For One Week Only Top Experts Share What It Takes To Grow A World Class Financial Advice Business, In A Unique & Incredible Online Event That Comes To You Learn more – Join FREE adviserlifetalk.com/adviser-… #AdviserChallenge
IFAs... i4C are working with University of Bath students on a tech research project. We need your help to complete a short survey researching key factors which lead to successful software adoption. Can you spare 10 mins please? i4c.technology/press-release… #Sponsored
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LifeTalk retweeted
Delighted to be working with students @UniofBath on a #technology research project. We need #financialadvisers and #paraplanners to complete a short survey researching the key factors which lead to successful software adoption. The survey link is here bit.ly/2AUv6T9 #ifa
In the age of the Internet, for the Financial Advice community to engage with, and add value to consumers of all generations, what we need now, more than ever - are bright ideas. Last few places for #LifeTalkLive2 adviserlifetalk.com/lifetalk…
"In your case the questions might be: * How can you possibly justify your fee when I could get all the..." goo.gl/KF8qtW #answers
"In short, it helps you to do many of the things you do in your business – better" goo.gl/7PWu0B #Advisers #FinancialAdvice
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Awesome that @martinbamford will be speaking at #LifeTalkLive adviserlifetalk.com/lifetalk… Check out the other great speakers
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"The problem I have with social media is my strategy (or lack thereof)" goo.gl/oq9SVB #SocialMedia #professionalservices
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"I didn't know it at the time, but these were also some of the most successful IFAs and financial..." goo.gl/XOm1RI #Community
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"Their approach is often to go into that meeting or phone call with a hesitant prospect, challenging..." goo.gl/KF8qtW #answers
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"If you’ve attended one of our conferences before, you know we do them a little differently – where we..." goo.gl/cSDZL5 #Ifa #financialadviser #LifeTalkLive
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"If you’ve attended one of our conferences before, you know we do them a little differently – where we..." goo.gl/Rv8a3P #Conference #LifeTalkLive