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This week on LifeTalk Sound Bites, Philip Calvert looks at an unusual ISA situation, an aspiring adviser trying to break into the profession and a brilliantly simple lesson about personal branding: you may be bored of your message just as people are finally starting to hear it.
Plus, we return to the bigger question of how financial advisers are really feeling about AI and what it could mean for their future role.
Learn more about LifeTalk at https://adviserlifetalk.co.uk/
Take our AI survey here: https://www.surveymonkey.com/r/KWPHJPV?
Episode 2: Offshore bonds, pension decisions, provider delays and social media ROI
This week on LifeTalk Sound Bites, Phil Calvert picks out four conversations from inside the LifeTalk community: a technical question about offshore bonds, a £97,000 pension decision made without advice, a provider turnaround time of 101 days and a debate about where advisers get the best return from social media activity.
Plus, why good targeting matters more than the platform itself.
If you're a financial planner or adviser, get the full LifeTalk experience at https://adviserlifetalk.co.uk/
Join us for episode 1 of LifeTalk Sound Bites - a short, twice-weekly snapshot of what financial planners and advisers are talking about right now in the LifeTalk community.
Each episode picks out a handful of useful, interesting or thought-provoking conversations from the 5,000-strong, 20+ year old LifeTalk community, with brief commentary from founder Philip Calvert.
Members can also contribute their own questions, observations and audio messages. No long interviews. No waffle. Just a few minutes of real adviser conversation.Join LifeTalk at https://adviserlifetalk.co.uk/
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