• 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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Why Financial Advisers' websites are the weak link in their client proposition – and how one IFA grasps the Social Media nettle with ease

Increasing numbers of financial advisers tell me that they only want to attract ‘high quality’ new clients – or at least, clients that...

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Affordability drives multi benefit protection

As advisers know, cost plays an important, if not overriding, part of many clients’ decision-making process with respect to their...

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Green light for ethical investing

After months of work we’ve launched our Ethical Emphasis investment range, for use alongside our Core proposition of customised...

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‘Tweet and Hope’ never did cut it as an online strategy for Financial Advisers. Read 38 ways for IFAs & Advisers to benefit from Social Media when you get it right

We recently published the results of our survey of IFAs and Financial Planners ‘pain points’ when it comes to using Social Media...

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Advisers rated by website on how quickly they reply

A simple idea and a good one, not dissimilar to the responsiveness feature on Facebook (business) pages.

I can't think for a moment that...

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And the biggest issues holding back IFAs & Financial Advisers from Better Use of Social Media are...

Time and time again Financial Advisers tell us that they want to use Social Media more effectively - yet they are failing to see the...

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