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: admin@ifalife.com

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