• 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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Millennials - more savvy savers than many think

We hear lots of challenges from employers, providers and the market about getting younger people interested in saving and planning for...

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What today's Financial Advisers can learn from Tim - who did client Fact-Finds on the back of envelopes at the Golf Club

I met Tim in the bar of his golf club in Epsom. He’d been a financial adviser for twenty years and had, in his own words ‘done his time’...

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Client Engagement - A New School Of Thought

If you are willing to embrace a different approach, putting your clients first will build long-term value in your business.

If they...

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How to Identify Buyer Personas for Professional Services Marketing

Customer-centricity is nothing new, it can be traced back to the dawn of direct marketing in the 1960s, yet a recent Gallup report found...

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