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Author: Brad Rodriquez (page 1 of 4)

IFA Life Twitter League and Directory

Are you on Twitter?

Take a look at the IFA Life Twitter Directory. You can use it to connect with and follow other financial advisers who use Twitter. Just click on their name and keep up to date on their ‘Tweets’ (i.e. their thoughts, ideas, comments, observations, tips, wisdom etc.).

If you’re a financial adviser who uses Twitter and would like to be featured in the IFA Life Twitter Directory, send an email with your Twitter username to admin@ifalife.com or post it at www.ifalife.com/twittername and we’ll do the rest.

Consumers looking for an IFA or Financial Planner can also use this list to find a professional financial adviser who uses Twitter.

Social Media in Financial Services Conference 2010

“The only thing worse than being talked about is not being talked about.”

Today, Oscar Wilde’s comments are more relevant than ever to financial services brands in the fast-moving Internet world.

When customers are talking about you online – are you listening? And if they’re not talking about you, what are you doing to engage and kick-start the conversation?

Social media marketing is a powerful and exciting opportunity for financial services brands. But most are “still thinking about it” and missing out on integrating it into their sales, marketing and communication mix.

If you’re not using social media, one thing’s for sure; you’re not hearing what your customers are saying, you’re not truly engaging with them and you’re moving further and further away from them. You’re going to be left way behind unless you build social media marketing strategies now.

Not sure where to start?

If you’re serious about using social media to get closer to your customers, January 2010 sees one of the most exciting and eagerly anticipated eMarketing conferences in years – one that’s specifically focused on helping financial services marketers to network, share best practice and debate key issues on how to use social networking technology to get closer to customers.

IFA Life, the award-winning social networking website for financial advice professionals is proud to present Social Media in Financial Services at the Guoman Tower Hotel, Tower Bridge, London on 13th and 14th January 2010.

See the full programme here >>>

You’ll discover new ideas to interact and engage with target customers and intermediaries online, and to increase your web traffic and conversion rates. With keynote presentations confirmed from Google, LinkedIn, the BBC, BT Tradespace, Ecademy, Informed Choice, The Gate and acclaimed Internet experts, this is one event which financial services marketing and communication professionals and IFA/financial planning firms won’t want to miss!

Check back for details of top speakers as they are announced. Cutting edge content included includes:

The evolution of social media and why it’s relevant to your financial services brand

How to use social media to drive more traffic to yours or your clients’ websites and achieve high conversion rates

Reputation is everything – how to use social media to cement trust and credibility

Social media psychology – what financial brands need to know about how people behave online

How to build Community round your financial services brand – proven tips, tools and tactics

How to get client and colleague buy-in to social media marketing projects

The truth about how to make your brand, organisation or clients more visible through social media

How to get closer to customers with social media – starting from scratch

How to keep control of your brand message in online communities

How to successfully engage with financial intermediaries online

Tried, tested and proven techniques to engage with your customers through social media

How financial PR professionals can use social networks to reach the press and media

How to identify PR opportunities and threats from social media and user generated content

The role of mobile technologies in financial services marketing

How to complement your search marketing initiatives with social media

Best practice in social media from other industries – pearls, pitfalls, myths and legends

How to tweet to woo customers – the inside secrets to using Twitter

Faster ways to analyse customer information that will optimise your online performance

Build your own social network – or work in partnership with existing sites?

Startling quick wins with LinkedIn, Facebook, Ecademy, IFA Life and others

And much more


Attending Social Media in Financial Services will be a new and different experience for many in the industry. This is a serious business event with serious networking to be done – and where sales, marketing and communication experts from life/pensions and investment providers, insurers, creative agencies, media buyers, banks, building societies, mortgage lenders, national IFAs and networks/support companies can meet to learn and share best practice.

You’ll get together with fellow industry professionals, with outstanding presentations designed to discuss new technologies, best tactics, methods and strategies for digital marketers and owners of online strategies.

Welcome to My Money Tip!

IFA Life is delighted to announce a fun and exciting new initiative to further raise the profile of IFAs and financial planners in a powerful and modern setting.

According to a recent report from AVIVA, the Internet now plays a major role in how people access financial advice – whether to find an IFA or to find information on personal finance.  The Internet increasingly delivers financial information right across the age spectrum, and is not surprisingly most popular at younger ages.

So how does the financial advice profession deliver quick-and-easy-to-understand information on personal finance to a younger audience and those older but Internet-savvy consumers?

My Money Tip is an exciting idea aimed at providing money tips and financial sense in ‘tweet sized chunks’.

Any IFA or financial planner can submit or tweet a generic tip about managing and handling money in no more than 140 characters (the maxium length of tweets on Twitter).  The best 1,001 tips will appear in:

a paperback book of 1,001 personal finance tweets

an eBook version

on the Kindle

in a consumer facing iPhone App

on special My Money Tip Facebook and Twitter pages.

Through the book and a variety of Social Networking sites, your tips will have huge reach – and will appeal to people who use the Internet to find personal finance information and who want tips in a quick and easy-to-understand format.

Every contributor whose tip is included in the book and App will receive a special contributor’s badge to include on their website.



There are three ways:

Tweet your tip

Post your tip in our LinkedIn group

Email your tip to us

To tweet, simply go to www.Twitter.com and tweet your money tip in under 140 characters (that includes the spaces) – remembering to put @MyMoneyTip at the beginning.  Don’t forget to follow MyMoneyTip while you’re there at http://twitter.com/MyMoneyTip

Pro users hint:  If you have space, also add #MyMoneyTip at the end of your tip


To post at LinkedIn, go to our group here and add your 140 character tip in the thread provided


To email – send your 140 charcter tip to mymoneytip[at]ifalife.com


There is no charge for IFAs and financial planners to submit a money/personal finance tip; you can submit as many as you wish and you will be credited within the book for every tip accepted (see below for example).  Your tips will be spread evenly around the pages of the book and shown randomly on the iPhone App.

You will also receive our special Contributor badge to add to your website to show your clients and site visitors that you took part in the My Money Tip project.

To include your telephone/email and full contact details, website address, Twitter and other Social Media profiles alongside your tips in the book, your contribution is just £29 (includes vat).  So the more tips you submit, the better the value for you and the more visibility you receive in the book.  You will also receive:

our Contrutor badge to add to your website

an electronic PDF copy of the final book

your practice will be listed on IFA Life’s Foursquare page

you will be listed as a Featured member on the IFA Life home page

included in our new IFAs and Financial Planners Social Media directory.

How to use and Leverage LinkedIn – Resources for IFAs and Financial Planners

How to use LinkedIn to Skyrocket your Sales.   Full speech by Philip Calvert at Successful Selling 2013 – the UK’s foremost Sales Conference

Useful LinkedIn resources for IFAs and financial advisers

NEW!  How to use LinkedIn:  300 Tips for IFAs and Financial Advisers – here

NEW!  Webcast – LinkedIn for RIAs and fee-only advisors – here

Join our LinkedIn group – here

Free webcast How to leverage LinkedIn (for UK Financial Advisers) – below

How to connect your IFA Life profile page to your LinkedIn profile page – click here

How financial planners and IFAs can generate high quality leads through seminars

On numerous posts on IFA Life, people have expressed interest in attending a seminar to learn IN DEPTH how to attract new business leads through seminars.   Cost and location have been raised as issues, so here is the deal.

On the 4th September 2009, we will host a special ‘seminar on seminars’ which will reveal a wealth of proven techniques, tips and ideas for IFAs and financial planners who are considering using seminars and live events to attract new, high quality leads.

You can attend FREE if you wish, but we would ask you to pay us at the end of the day what you feel the workshop has been worth to you. That could be nothing; it could also be a lot!

We will ask you to simply leave a cheque or cash in a sealed envelope (which we will provide) and hand it in at the end.   This will remain strictly private between ourselves and we won’t open it until everyone has left.

We will run this workshop on this basis ONCE only this year, and following your feedback it will be held at the Hilton Bracknell, Berkshire, UK on Friday 4th September 2009.

This intensive workshop will reveal proven techniques and best practice from seminar professionals on:

* How to use seminars as a powerful and cost-effective marketing tool for an IFA/financial planning business

* How to use seminars to add value to existing clients and professional connections

* The 7 deadly sins which most IFAs make when promoting seminars – and how to avoid them

* How two IFAs achieve near 100% conversion rates at their seminars

* How one financial adviser increased his income from £43K to £450K in four years by promoting his business through seminars

* 40 proven tips to dramatically increase attendance levels – including 3 golden tips you MUST remember

* Public speaking tips which professional speakers use to improve evaluations and increase referrals

* The single most important technique to ensure attendees remember and act upon your IFA seminar

* How to choose compelling and often irresistible titles for your seminars

* How and when to charge for your events

* Understanding Google and how to use the Internet to support your seminars

* And a lot more

The above is just an overview, and on the day you will also leave with your own personal plan on what to do next and how to put it all into action.

This is a golden opportunity for anyone who is considering running seminars to get leads and to add value to existing clients.

Timing is 09.00am for 09.30am prompt start.  Finish at 4.15pm.  Teas, coffees, lunch and refreshments will be provided – plus they’ve got a great pool for those needing a refreshing dip at the half way point!

If you would like to attend on this basis, please send an email to events@ifalife.com to confirm your attendance. If you cancel within four days of the event we reserve the right to charge a cancellation fee of £39.00 plus vat.

Thanks again and I look forward to meeting you on the 4th September. Full joining instructions will follow nearer the time.

IFA Life Official iPhone Apps now available in iTunes

The official IFA Life iPhone / iPad / iPod Touch application delivers the latest content from the industry’s leading social networking site for financial planners, IFAs, financial life planners, wealth managers, mortgage brokers and professional financial advisers.

Even when you’re out of the office or away from your PC, you need never miss anything – industry news and debate, financial planning best practice, great articles, training events, marketing help, IFA Life videos and more.

Even better – it’s free.

Download the IFA Life App now.  And please remember to rate it in iTunes and leave a review!  Thank you.

Click here.

Developed by Jaime Steele.

And now you can keep track of the latest IFA and Financial Services jobs that have been posted

These three small financial planning firms, each know the catalyst for making high quality clients take action

There’s an old-school marketing approach that’s making a comeback amongst small IFA and financial planning firms.


Because it works. It inspires the clients that you really want to take action.

Yesterday, I spoke with two financial planning firms – one in the US and one in the UK…

I asked each of them why they run seminars, and both said the same thing…

“Because they work!!”

“…and on every level.”  added the planner from Miami.

“But you need to have a clear plan for both you and your clients to really benefit and you have to stick at it…”

“We’ve also found that there’s a right – and a wrong way to talk to people at the events…”

The planner from the UK, was in the process of putting handouts together for two small local events that he was running that afternoon. I was chatting with him in his office.

“How is the turnout?”  I asked.

“We’ve got thirty coming over the two sessions…”  adding:

“The interesting thing is that two people saw our seminar promotion but couldn’t make it to either of the events – but it was still enough for them to book an appointment to meet me next week”

I’ve just got off the phone this morning with the UK planner, and he told me that one attendee last night, had read an article he had written in a local magazine, but it was the seminar that was the catalyst to take some action.

This isn’t unusual.

IFAs and financial advisers who run seminars, pick up high quality enquiries even from people who don’t attend their events!

And there’s a reason for that…

Long before the internet and social media were mainstream, the most successful financial planners, IFAs and advisers around the world were using seminars, workshops and events…

to attract high quality new clients

to add value to existing clients

to fast-track introducer relationships

When you get them right, client events and seminars transform your business.

I’m the first to highlight the benefits of social media, but I’m also the first to say that client events, seminars and workshops have consistently been proven to attract high quality clients and attract more of the right type of referrals.

And now they are back, with more and more IFAs wanting to run their own seminars.

But there’s a problem for many IFAs. Several in fact…

* How do I fill the seats?

* How many people should I invite?

* Where do I get a mailing list?

* How do I attract the RIGHT type of attendees?

* What topics should I talk about during my seminar?

* What are the best days of the week for seminars?

* What sort of venue works best?

* Can I outsource the planning?

* How do I write a mailing letter?

* Should I get a guest speaker?

* Have you any examples of seminar best practice?

* What if I’m nervous about public speaking?

* How long should I take to market and promote my event?

But the plain fact is, seminars and client events give high quality clients an amazing opportunity to see ‘the whites of your eyes’; to ‘try before they buy’ and to build a relationship with you based on trust and professionalism.


Seminars empower people to take action.

For example, our third IFA in the South West of England consistently got conversion rates at his seminars approaching 100%

Yes, you read that correctly: 100%

That’s almost everyone in his audience committing to make an appointment for financial planning advice with him or another adviser in his team.

Of course, he has a process for filling the seats with the right type of people, for the content he delivers and how he presents it…

There are also certain words and phrases that he uses in his promotions…

And here’s the good part…

…we’re going to share it all with you at our new client events webinar on 12th September.


* Would you find that useful?

* Would learning how to run successful seminars help your advice business?

* Could seminars add a whole new level of value to your existing clients?


If you’re thinking about using seminars, workshops, client events or weekend retreats as part of your value proposition, this is a must attend webinar.

Watch it from the comfort of your home or office, and then revisit the recording to cement your learning.

“Nobody I have heard comes close to Phil’s practical knowledge of using seminars and the internet to get one’s message out there.” David Crozier CFP, Navigator Financial Planning

Important >> If you have already signed up for our internet marketing webinar on 5th July, you will qualify for a discount when you register for our 12th September webinar…

FAs’ and Financial Planners’ Videos

Take a look at these great examples of IFAs and Financial Planners who are using video to promote their services. We will add more as we find them, but if you would like to recommend a video that you have seen, please contact us at admin@ifalife.com.

North Financial Management

Serenity Financial Planning – preview of the video that Financial Weeks will be using to launch their new financial planning brand

FSP Canberra – a financial planning practice in Australia

Would your IFA / Financial Planning practice like a video like these?

IFA Life is delighted to endorse an exciting new video service for IFAs. If you would like your IFA business represented by a video like these, please send an email to the following address for further information:

Learn how to use video in your IFA business from the brains behind these amazing examples. Sign up today for IFA Life’s Internet marketing conference on 13th and 14th January 2010.

Who are the Financial Services Social Media Champions of 2010?

As part of Social Media in Financial Services 2 on the 4th November, we will be announcing the Social Media IFA of the Year 2010.

 We’re looking forward to this being an annual award which will be eagerly fought over by IFAs, Financial Planners, Financial Life Planners, Paraplanners and Mortgage Brokers.

 We would like you to send your nominations to awards@ifalife.com with a brief recommendation and why.

 You may also nominate yourself.

 The judges will be looking for evidence of all or some of the following in their use of Social Media:

 Listening and responding to their market, their clients and their network

Using Social Media to share best practice with other industry professionals

Using Social Media to enhance their personal and business brand online

Using Social Media to build an online reputation

Thought leadership

To collaborate with others

For PR and media communications

To build Community around their brand

To communicate and engage with clients and/or professional connections

For customer service

For networking and building relationships

To contribute to debates and to add value to people’s online experience

To promote events and initiatives

To create buzz around your service proposition

For innovation and differentiation

For search engine optimisation

For marketing and promotions

When nominating yourself, please describe on one side of A4 (email equivalent) how you use Social Media, how you have benefited form it and why you feel that you should be the winner of this year’s award.

The winner will be announced (and tweeted I guess) at the Social Media in Financial Services Conference in November 2010.

Good luck!

Looking for Social Media Provider/Supplier of the Year 2010?  Click here.



We’ve been amazed at the response to the announcement of this initiative, and have been persuaded to add one further award to recognise the growth in the use of Twitter amongst Financial Services professionals.

So at Social Media in Financial Services 2 on the 4th November 2010, we will be presenting an additional award for Financial Services Twitter Personality 2010.

This award is open to anyone in Financial Services – including IFAs, Financial Planners, Paraplanners, Tied Advsisers, Mortgage Brokers, Providers, Suppliers, Recruiters, Journalists and so on.

The judges will be looking for a Financial Services professional who informs, educates, shares, adds value and entertains through their use of Twitter.  Tweets can be either industry facing, client facing or both – we don’t mind which.  We’re just looking for someone who excites, amazes, amuses and educates us through their use of Twitter.

IFA Life partners with Foursquare to help consumers access tips about local IFAs

New geo-location social networking tool to help IFAs differentiate themselves locally.

IFA Life has launched its branded page on Foursquare, the leading location-based social networking site – giving IFAs and financial advisers a great new way to raise their profile on the Internet.

One of just a few hundred brands from around the world including Sony, Gucci, NASA, The Wall Street Journal, Harrods and others – IFA Life’s partnership with Foursquare enables consumers to locate information and tips about financial advisers on GPS-enabled mobile devices, such as iPhones, Android mobile phones, Symbian and BlackBerry smartphones.

In 2010, users checked in to Foursquare on 381,576,305 occasions, and it is believed that IFA Life is the first financial services brand in the world to have teamed up with Foursquare in this way.

With more people accessing the Internet via mobile devices than fixed desktop computers, IFAs and financial advisers need to focus their attention on ensuring their website is easily accessible from smartphones and tablet devices such as the iPad.

Founder of IFA Life Philip Calvert says:

“There are still many IFAs who do not even have a website, let alone have an online presence that has been optimised for mobile devices. And when people do search online for financial advisers, they need to find more than just directories of IFAs which list out services provided.”

“Lists and directories of IFAs are nearing the end of their sell-by date, as consumers will increasingly want new and more interactive ways to quickly see how one financial adviser differs from another locally.”

RDR will force many IFAs to clearly differentiate their service proposition, and social networking technology is helping to facilitate that through blogs, video, photographs, photos, reviews, question and answer services, forums, presentations, location-based services and Apps.

When a user checks in to Foursquare via their mobile device, they are able to view tips about locations and businesses. IFA Life members taking advantage of the service are now able to add tips about their service or business – including financial advisers around the world.

“Tips about businesses need to reveal a different side to your financial advice business; simply saying that you help with pensions is of limited value. People want to see what’s different about you and something of your personality.”

Tips should be:

Actionable (go here, do this, see this, ask about etc)

Relevant to a specific location/address

Valuable and useful, giving ‘insider information’

Interesting, short, clever, worthwhile, occasionally entertaining and as though from a trusted friend

Under 200 characters

Tips could also promote seminars, events, local sponsorship initiatives, networking opportunities, IFA job vacancies and niche markets catered for

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