• 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
Reposts: 0

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The IFAs and Financial Advisers who get great results from Social Media have these three things in common

Of course, it’s important to first define ‘great results’ – the assumption being that Social Media is a marketing activity designed to...

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unknownx500 mkhmarketing

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New ways to save for our Pensions are arriving all the time. Had you noticed?

This is great to read, and I can't help feeling that we're on the cusp of very exciting times.

For far too long, the pensions industry has...

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unknownx500 stevendepolo

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Location Marketing, Pokémon Go and Augmented Reality - Great Opportunities to Screw Up our Marketing

I couldn't resist sharing this wonderful cartoon.  And the fact that it's a Financial Services-related example makes it even better.

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Business Banking: Reasons for Optimism

Finally, some significant leaps are being made in the banking world around the tangible, practical benefits that biometrics can bring...

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Can we get millennials interested in pensions?

Pensions involve a minefield of complicated choices for UK consumers, and none more so than for millennials. Unlike the generations...

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How to Win the Hearts of Generation Y Consumers

Winning the hearts of young consumers is important - they're the ones whose custom you'll be competing for in years to come, and what's...

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IFAs agree they need a formal Social Media strategy. Trouble is, none of them know where to start

Since we first went live as IFA Life in 2004, we’ve not seen such a positive response to an event as that for our forthcoming workshop on...

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unknownx500 brantleydavidson

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Five Robo Advisers, Five Very Different Portfolios

Here's what Betterment, Wealthfront and 3 other robo advisers picked for a moderate US investor. Interestingly the portfolios varied...

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Google is looking for insurance partners for some of its businesses including Nest.

Having shut down its price comparison site for motor insurance, Google Compare, earlier this year the tech giant seems to be back in the...

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unknownx500 FindYourSearch

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Why most UK Financial Advisers don't see any return from Social Media - and how they can fix it

Since LinkedIn launched in 2004, followed by a range of other Social Media sites - IFAs and financial advisers have slowly but surely got...

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unknownx500 mkhmarketing

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