• Social Network Founder - Social Media Sales Strategist - International Speaker


IFA Life (now LifeTalk) was the world's first social networking site for Financial Planners, IFAs, Mortgage Professionals, Life Planners and Wealth Managers. Founded by Philip Calvert in 2004, IFA Life was a ground-breaking new way for financial advisers to network, share best practice and to exchange business development ideas. In short, LifeTalk provides help and support services for IFAs and Financial Planners in a place where they can expand their knowledge base within a trusted community of peers. And it's free to join. Follow this page for our insights into Marketing, Technology, Social Media and the latest in digital developments in Financial Services. If you would like to contribute to this page, please contact us at for further information. To follow Philip Calvert’s Social Media insights page, please visit



Posts: 167
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7 ways tech can enhance the advice process

Here's a great summary of how technology is being integrated into the modern financial advice business.

The jury is still out as to the...

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unknownx500 Dave Dugdale

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Why millennials embrace digital advisories

There is some really good stuff in this post about millennials embracing technology to assist with investments.

In many ways, there is a...

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Millennials force wealth managers to up their game

While wealth managers’ average clients are currently aged in their late 50s, 81% of managers say they are trying to attract much younger...

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unknownx500 JeepersMedia

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When Twitter goes wrong in professional services

The Baker Small story highlights the dangers that wait for professional services firms who use social channels inappropriately.


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Robo-advice voted biggest threat to intermediaries

I wonder what this really means.

When it comes to robo-advice being a threat, apparently 35% of advisers are concerned - suggesting that...

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Social media’s next disruption: the investment industry

This is a great post (if not a bit scary to many people), as yet again it helps us to see that regulated industries are particularly...

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