• 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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Six Ways That Financial Advisers Beat Robots - Sort Of

Although I have been working with financial advisers for thirty eight years (almost to the day) and am the first person to support and...

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4 ways millennials are smarter about money than boomers

A recent TD Ameritrade survey indicates that millennials may have better habits in terms of budgeting, saving, seeking professional...

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The CMA Banking reform proposals are proper nonsense

I watched this on the news this morning and when I heard the phrase "The reforms we have announced today will shake up retail banking for...

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Where's my ‘financial Fitbit'?

As a Fitbit wearer myself, this article resonates with me - and indeed several financial advisers and suppliers I know who are members of...

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At last - the death of Pin numbers and passwords?

Long overdue technology being introduced.  If I had a pound for the number of times I've had to abandon a call to my bank because I...

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