LifeTalk is the UK’s longest-established online community for financial advisers, IFAs and financial planners. More than 12,000 members across Facebook and LinkedIn, sharing what works, every day, since 2004.
Free to join for financial advisers, planners and paraplanners.
75–80%
Most online communities are a handful of voices and a silent crowd. LifeTalk is a room where most people actually turn up, ask, answer and help.
“Very useful! I’ve always wanted to feel part of an IFA community, this group definitely has a great vibe and content is very relevant.”
“Lively, helpful, positive content and it’s a nice community to be a part of!”
“A great source of collective wisdom.”
Why it matters
One member changed the whole direction of his business after what he read in LifeTalk. Being able to ask peers, he said, was invaluable in sense-checking a major strategic decision.
Most advisers make the biggest calls of their career alone. LifeTalk means they don’t have to.
Technical questions lead the way, but IFAs and financial planners bring the whole business of advice here, from pensions and platforms to marketing, lead generation and succession.
Pensions and IHT from 2027. How are you explaining it to clients?
Which platform is actually good for drawdown admin right now?
Is anyone getting real enquiries from LinkedIn?
How do you get introductions from accountants without paying for them?
When did you know it was time to hire your first paraplanner?
Fixed fee or percentage for ongoing advice? What are you charging?
Anyone using AI for file notes yet? What did compliance say?
How do you switch off when you run your own firm?
LifeTalk on Facebook
The heart of LifeTalk. Post a question and you’ll hear from advisers who’ve already faced it, often within minutes – sometimes seconds! Private, members-only and moderated.
Join the Facebook groupLifeTalk on LinkedIn
Connect with more than 7,200 advice professionals, follow the discussions shaping the profession and raise your own profile where your peers already are.
Join the LinkedIn groupWhen you want to go further on one subject, these focused groups bring together advisers working on the same thing.
For advisers building what’s next: new business models, practical AI adoption and income beyond traditional advice fees.
Visit the communityHow to promote, plan and present seminars that turn a room of guests into clients. Share what’s working with advisers who run them.
Visit the groupTurn your expertise into webinars, books, courses and memberships, and serve people who fall outside your client minimums.
Visit the groupAlongside the daily conversation, LifeTalk members get access to training on the things advisers keep asking about. These are the sessions in demand at the moment.
Want to run one of these with your team, or bring it to your next event?
Email Phil about trainingSpin-offs from the community itself: one for working through a marketing problem properly, one for catching up on the week in a few minutes. Both free on Spotify.
The marketing and lead generation podcast for financial advisers. A live marketing clinic where real adviser challenges get practical, usable answers.
A collaborative production between LifeTalk founder Phil Calvert and The Yardstick Agency’s Phil Bray.
Listen on Spotify
A twice-weekly mini podcast rounding up the posts and discussions getting advisers talking in the LifeTalk groups. A few minutes, twice a week.
With Philip Calvert.
Listen on SpotifyOur regular newsletter rounding up the most talked-about content in the main LifeTalk group.
Find the providers and services UK advisers rely on.
Find an experienced adviser to learn from, or offer to mentor someone yourself.
When LifeTalk launched in 2004, it was the world’s first online community in financial services. The idea was simple: financial advisers work best when they can ask each other anything. Over twenty years later, that’s still exactly what happens, every day.
It’s run by Philip Calvert, the UK’s most experienced marketing and lead generation consultant to financial advisers, and one of the most experienced anywhere in the world. An author and conference speaker, he has presented to over a million financial advisers across the globe, and keeps the community focused and useful, so members get honest answers from people doing the same job.
Philip Calvert, founder of LifeTalk
Phil Calvert is available for keynotes, workshops and masterclasses at financial adviser conferences, provider events and industry gatherings in the UK and around the world. His talks cover marketing, client acquisition, lead generation, thought leadership and how AI is changing the way advisers win clients.
Journalists and editors can also contact Phil for commentary on adviser marketing, professional communities and the future of financial advice.
LifeTalk is a free online community for UK financial advisers, IFAs and financial planners. Members use it to network, share best practice, ask technical questions, compare providers and swap marketing and lead generation ideas. It launched in 2004 as the world’s first online community in financial services.
Financial advisers, IFAs, financial planners, paraplanners, wealth managers and other financial advice professionals, at any stage of their career. Providers and suppliers are welcome too: you can advertise to the community or add your firm to the LifeTalk Provider Directory. Email philip@philipcalvert.com to find out more.
Yes. The LifeTalk Facebook group and LinkedIn group are both free. Some of the smaller specialist groups have their own membership options.
Ideally both. The Facebook group is where most of the daily conversation happens, with 75–80% of members active every month. The LinkedIn group is a wider professional network of more than 7,200 advice professionals.
Everything involved in running a financial planning or advice firm: technical and planning questions, pensions, platforms and providers, Consumer Duty, fees, marketing, lead generation, business growth, AI and technology, and succession.
Start by asking in LifeTalk, where advisers share what is working for them right now. For more, listen to the LifeTalk podcasts, The Phil² Sessions and LifeTalk Sound Bites, or join a specialist group such as the Adviser Growth Community, Seminar Marketing Mastery or the New Income Streams Group.