The latest data from the Equity Release Council reveals that in Q2 2025, older homeowners accessed £636 million through equity release, marking a 10 % increase year-on-year from £578 million in Q2 2024. If you have clients who may benefit from exploring later-life lending options, there's a useful webinar coming up from Key Partnerships on 24th September. This is not a paid ad, but I believe so much in this market I have written a book on marketing specifically for equity release advisers. Find the webinar at Webinar Registration - 24th September - Key Partnerships

Let’s talk about how financial advisers are visually representing the 55+ market. Because if your website features someone smiling on a park bench… walking hand in hand on a deserted beach at sunset… or flying a kite with a grandchild - congratulations. You’ve successfully ticked every stock photo cliché known to man. And don’t get me started on the compass. Or the lighthouse. Or that pair of hands cupping a seedling... Now let’s get real - are they still representative of people aged 55 and over? Because the truth tells another story… The 55+ market isn’t slowing down. They’re not winding down. They're turning the amp up to 11. They’re front-row at rock and metal concerts. Running marathons. Starting new businesses. Launching podcasts. Touring with their bands. Mick Box of Uriah Heep turns 78 this week. Rob Halford of Judas Priest is 73. Ringo Starr is 84. Bruce Springsteen is 75. Mick Jagger is 81. All still touring. Meanwhile, the strongest person in my Ashtanga yoga class - is Jean - and she doesn't mind me saying she is 87. She'll out-plank you every time. This is later life for many in 2025. So perhaps it’s time our marketing caught up and started ditching the clichés. Because as people live longer, stay active and expect more from life… later life advice matters more than ever. I'm really looking forward to attending the National Later Life Lending Adviser Conference at Silverstone next week. Hope to see you there - come and tell me who your favourite aging rocker is... 🤘

That was the question an adviser put to me this week. He and his small team are doing great work, but from time to time they still come up against deep-seated myths and outdated assumptions about equity release. So we explored a way to use AI not just for speed, but for story. I suggested this prompt for ChatGPT: “Act as a writing and storytelling coach for a financial adviser specialising in equity release. Ask me 5 thoughtful questions that will help uncover emotionally resonant moments I’ve experienced with clients - especially moments that reveal trust, transformation or misconceptions about later life lending. Then, based on my answers, help me write a short LinkedIn post or something for my website that shares that insight in a way that’s authentic, non-salesy and trust-building.” He tried it. The result? A short, human, emotionally powerful story that had nothing to do with products - and everything to do with understanding what’s really on people’s minds. Importantly, even if your ideal client isn’t on LinkedIn, their children and heirs often are - and they’re checking you and your stories out before recommending you to mum and dad. If you're in the later life lending space and want to get more visible, more trusted and more recommended - without chasing or cold messaging - my new book might help you: 👉 From Profile to Prospect: The LinkedIn Visibility & Client Attraction System for Equity Release Advisers It's out now and can be found over on Amazon - or get a free PDF copy in the Classroom area of this group

Three Unexpected LinkedIn Tips for Equity Release Financial Advisers (that actually make sense). Many advisers ask me for quick advice on using LinkedIn better - because they aren’t sure where to start, or how to stand out. So today, three tips you may not have heard before – but that help equity release advisers build trust, attract better-fit clients and create new opportunities: 1. Your comments matter more than your posts. Advisers often worry about what to post – but forget that thoughtful comments on other people’s content are powerful visibility tools. In fact, three to five strategic and genuinely helpful comments a week can often outperform your own posts when it comes to engagement and connections. 2. Your profile isn’t about you. It’s about the person reading it. The moment you shift from “here’s what I do” to “here’s how I have helped people like you” – your profile becomes a magnet, not a CV. 3. Your goal isn’t content. It’s clarity. Advisers often get stuck trying to write the ‘perfect post’. But the real question is can the right person glance at your profile, post or comment and instantly know you’re for them? Clarity beats cleverness. Every time. And here's one more truth: Even if your ideal clients aren’t on LinkedIn, their children and heirs probably are. And they will check you out. So how you show up matters. If you’re a financial adviser in the equity release space who suspects it might be possible to attract right fit clients on LinkedIn – without cold messaging or cringey sales tactics – my new book is now ready for you: “From Profile to Prospect: The LinkedIn Visibility & Client Attraction System for Equity Release Advisers”. It's a practical, proven system you can just follow. If you don't think LinkedIn works in the equity release space - it's not for you. You can get it in three ways: 1) Kindle eBook on Amazon (coming very soon) 2) Paperback on Amazon 3) Free PDF eBook for all members of the Adviser Growth Community - check it out in the Classroom area.

Do you work with clients in the later life lending/equity release space?