• 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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Power of attorney warning

I nearly choked on my cornflakes this morning, listening to Radio 4's Today programme, featuring a senior judge admonishing the use of a...

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Next up in our Seven Question Interview series is... Lisa A.K. Kirchenbauer, CFP®, RLP®

Meet Lisa A.K. Kirchenbauer, CFP®, RLP®

Certified Financial Transitionist® and President of Omega Wealth Management, Arlington, Virginia


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The huge new market opportunity for IFAs & Financial Advisers that’s there for the taking…

And it’s not Robo-Advice.

Financial planning is typically a private activity that takes place face-to-face between consenting adults.


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