A very warm welcome to everyone who has joined us this week – join in the conversation here:
Have you started planning for 2017?
What are some of your big goals? Click here
LifeTalk: What we discovered about IFAs’ websites – an awkward truth. Click here
Lee Gleave: Just wanted to ask if anyone knows what typically I should expect to pay for outsourcing my report writing to a Para-Planner? Click here
Ian Smith: We have a now ex-client asking for a couple of thousand pounds because the large SIPP provider we recommended took 3 weeks to pay out PCLS. Question. Click here
Audio transcription service for IFAs
Short for time and need some Admin help - or have a one-off typing project that needs completing?
We can type up your client reports and meeting notes for you. Contact us for details of our audio transcription service for IFAs: firstname.lastname@example.org
Lee Gleave: I have been asked today if I would be happy to take over servicing rights for a client who is in a QROPS scheme. He currently has £920k sat in cash. Question. Click here
Mark Hibbitt and 1 other: Document Storage... Would be really interested in hearing from anyone who uses Amazon S3, particularly anyone who has migrated from Volume to Amazon S3. Pros/cons/challenges? Click here
Our ‘DIY’ Social Media plan for IFAs is available to download now! Start 2017 on the right footing with a clear action plan for how you’ll use Social Media in your business.
Work through the template and complete your plan. Download yours now here
LifeTalk: Vision – a new way for IFAs to be seen and heard online (and it works!) Click here
Iain Wishart: I'm wondering if any IFAs have experience of using the Alliance Trust wrap account - especially their SIPP and drawdown? Click here
LifeTalk and 62 others: What are you reading? Click here
Josh Nash: What can I do about these network charges? Click here
Simon Batten and 10 others: I’m a new adviser and building my business. Do I really need to spend this much on leads? Click here
Paul Campion and 1 other: I have been using Dragon Dictation Software for about 2 years on and off and it is pretty good. However despite numerous google searches I can't get it to deal with ISA or PPP or SIPP. Help! Click here
LifeTalk: Is Tech finally cutting out the middle man in Financial Advice? Actually, it might be good news! Click here
James Glasheen: Proactive-Accountant.com - Wondered if anybody has had any dealings with this organisation? Click here
LifeTalk: Why Financial Planners are facing a crisis of differentiation unlike anything see before Click here
Thanks for joining us – have a great day.
Philip Calvert Founder of LifeTalk