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Post your wins for the month is happening in 23 days
Made a Youtube Channel
Hi guys, I've made a youtube channel and started posting (being quite aggressive to hide my uncomfortableness) I'd love some feedback - AndrewDawIFA.
Could you mentor a younger or new financial adviser?
Thanks to everyone who put their hands up to say that they would/might be interested in mentoring a new or younger adviser - it was great to see so many LifeTalkers showing interest. So we've done something about it. Below you'll find a link to register to join our new Mentors Directory. It does what is says on the tin. Simply add your information and we'll put it live and promote it here, in our LinkedIn group and in our Facebook groups. It's new, it might break but it gets us started. It's free to register if you are an IFA or paraplanner. https://forms.gle/NCwrQpB7wmH3QeUA7
Could you mentor a younger or new financial adviser?
Registration is open for The Philยฒ Sessions - The New Marketing Webinar and Clinic for Financial Advisers
The Philยฒ Sessions are coming soon! Something new is coming to the financial advice world - The Yardstick Agency's Phil Bray and LifeTalk's Phil Calvert are teaming up for a brand new monthly webinar and podcast: The Philยฒ Sessions. Each month, they'll examine whatโ€™s really happening in adviser and financial planner marketing โ€“ whatโ€™s new, whatโ€™s notable and whatโ€™s actually working. But this isnโ€™t just a cozy discussion.... As part of the monthly webinar, the two Phils will also be running a live marketing clinic, where advisers bring a real challenge, problem, issue or opportunityโ€ฆ and they work through it together, in real time. No theory. No fluff and no scripts. Just practical thinking, decades of shared experience and a focus on the small details that make the biggest difference for you and your business. Starts Friday 5th June at 10.30am. Then runs on the first Friday of every month. If youโ€™ve ever felt that itโ€™s the small things holding your marketing back, here's your opportunity to get personalised attention and solutions. Joining details below. 1) Register to attend the live webinar: https://us02web.zoom.us/meeting/register/AbUPOLGIRhmvFnYc3C_mnw 2) And if you would like to be featured in an episode with your specific marketing problem, issue or opportunity add your name using this form: https://forms.gle/RsbjcXaTkBRzi7Dp7
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Registration is open for The Philยฒ Sessions - The New Marketing Webinar and Clinic for Financial Advisers
True Potential
My client has received a letter from True Potential, saying they may be entitled to redress. I did see something about this on the Facebook page. Has anyone else seen anything like this? I moved a True Potential Pension to Nucleus just over a year ago.
Networking opportunity for London based IFAs
Mon, Apr 13, 2026, 7:00 PM - 10:00 PM 12 Hay Hill, 12 Hay Hill, London, England, GB, W1J 8NR Info on LinkedIn: https://www.linkedin.com/events/londonbusinessnetworkingeventin7439683900261658624/ Event link: https://fatso.ma/3sJr
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Networking opportunity for London based IFAs
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Adviser Growth Community
skool.com/adviser-growth-community
For IFAs, financial advisers & financial planners exploring new marketing ideas, new models, new income streams and how AI fits into their business
Leaderboard (30-day)
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