• 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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Real value of advice is in planning, not sales

Financial advisers – or financial planners as many prefer to be called – belong to a profession that has the power to change people’s...

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Is the financial advice experience negative or positive?

A question I have been mulling over – is financial advice negative or positive – or is it aimed to create negative feelings, then solve...

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unknownx500 Sean MacEntee

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Should we be worried that the Financial Advice profession lacks this critical business competence…?

Today sees the start of my 40th year in the industry – or should I say ‘profession’…?  You’ll see why I ask that in a moment…

I’m still...

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These three small financial planning firms, each know the catalyst for making high quality clients take action

There's an old-school marketing approach that's making a comeback amongst small IFA and financial planning firms. 


Because it works. 

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Not all about the money...

There’s a popular belief among many people that financial advisers are in it for the money and little else. In my experience, this is far...

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IFAs - What do you want from your back-office system?

It’s often difficult to know what you want unless you understand what is available. How can you ask the question if you are not sure what...

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Contact Management. Are you Compliant?

In the past, contact management could mean any number of things.   Any contact with clients, be it appointments, meeting notes, telephone...

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