Good news for IFAs and Financial Advisers!

Since 2004 we’ve been working with IFAs and financial advisers to help them make better use of Social Media within their businesses.

After spending time with hundreds of advisers in person and at workshops, we’ve identified key issues which are holding them back from seeing greater return from their use of Social Media.

So good news! We’ve developed a downloadable Social Media Strategy Template for advisers and IFAs to use which will help them to:

Kickstart their Social Media strategy

Identify key goals within their financial advice business which can be supported by using Social Media

Identify the Social Media tools and techniques which are right for your business

Identify the right type of content to reach the right type of clients

Identify when and how often to post on Social Media

And much more

Designed for IFAs and Financial Advisers

Our forty eight page PDF workbook and template has been designed specifically to meet the needs of IFAs, Financial Planners and Advisers; and when you use it, you’ll identify key goals and activities that will benefit and support your business.

As a result of using this guide, IFAs and Financial Advisers can expect to see:

A significant and measurable increase in visits to their website

Clarity in how they should be using Social Media in their businesses

Complete understanding in how Social Media can support achievement of their business goals

Clear and measurable Social Media activities to support their client proposition

And much more.

If until now you have been following the crowd and not had any clear plan as to how best to use Social Media in your business, here’s your chance to plan, write and implement your strategy at the fraction of the cost of working with an in-house consultant.

Simply download your personal Social Media Strategy Template from LifeTalk, and then work through the notes, examples and exercises to create and identify your plan.


What leading financial advisers say

“In an increasingly digital world, every financial adviser needs a social media strategy. Many find it difficult to know where to start or what to consider.

This guide is packed full of practical and actionable steps that take a complex subject and break it down into the essentials. By answering the questions in this guide, financial advisers will quickly build their own social media strategy which can be put to work to get powerful results for their business.” Martin Bamford, Informed Choice



“Serenity Financial Planning has been working with Phil at LifeTalk for over a year and we’ve been amazed at how he’s grown our visibility online through Social Media – highly recommended for IFAs and financial planners everywhere.” Tina Weeks, Serenity Financial Planning



Important > This guide does not require you to have any special techncal skills – this is about looking at your business, its goals and identifying key ways to use Social Media to support your business and your client proposition. Simply work through the template and you’ll identify and write a Social Media plan which is bespoke to your financial advice business.

Your investment

To download your Social Media Strategy Template today as an editable PDF workbook, your investment is £147 – discounted to only £69 for LifeTalk members (plus VAT).

For a limited period FREE BONUS eGuide included when you purchase your Social Media Strategy Template: How to Use LinkedIn ~ 300 Tips for IFAs and Financial Advisers

Pay safely and securely using either PayPal, or your credit card when you click the PayPal button. You should download your Social Media Strategy guide here: