May '24 • ADMIN ✍️
LifeTalk Plus three months on - and news!
It’s been a little over three months since we launched LifeTalk Plus and it’s been exciting to get under the skin of the Skool platform.
I’ve been running online communities for financial advisers for over twenty years, and whilst the underlying technology inevitably improves over time, the Skool platform is by far my favourite of the ones I have used. So far I have nothing but praise for the Skool platform and for the work going on behind the scenes by its owners Sam Ovens and Alex Hormozi.
Like all community platforms, it’s not perfect, but importantly the interface and functionality is clear and easy to use by both host and members. The search and filter tools make finding content so much easier.
I have used these first three months to test the daylights out of the Skool platform with a view to deciding on the next step and making any changes to LifeTalk Plus that might be needed so that we can better serve the needs of the adviser community and indeed their support and operations teams.
In addition to general topics around financial planning and business management, content currently falls into one of three main categories, each addressing common issues and problems faced by advisers and firms:
1. Professional Development – with discussions around personal growth and career advancement, personal branding and productivity.
2. Technology and Business Development – with conversations around the adoption and impact of new technologies in financial planning, including AI integration, digital tools for client engagement and updates on tech products that support operations and financial planning tasks.
3. Marketing and Lead Generation – with strategies for promoting financial planning services and attracting high quality new clients.
Personal and business growth are clearly areas of great interest to advisers, so my goal is to put further attention on these topics, and so continue to differentiate this group from LifeTalk on Facebook where content predominantly revolves around technical and regulatory issues.
And to cement this differentiation, I’m excited to announce that within the next two weeks we will be rebranding LifeTalk Plus with a fresh new look, so keep an eye out for more news on this!
In the meantime, thank you for supporting us and for contributing to the 200+ posts in the Community area. Don’t forget to also check out the Classroom area where you will find a wealth of resources, training videos and free books. Take a look here: https://www.skool.com/lifetalk-adviser-mastermind-8951/classroom
Regards - Phil
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LifeTalk Plus three months on - and news!
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