Unlock Your Business's Full Potential with LifeTalk's Mastermind Meetings
If you're experiencing change or transition within your business and looking to elevate your financial advice proposition, you should consider that a Mastermind could be the missing piece in your growth strategy. Imagine a dedicated group of peers where your most pressing challenges meet fresh insights and actionable solutions, and where your ambitious goals receive the collaborative focus they deserve.
"When you join a Mastermind Group, you're not just scaling your business; you're also refining your approach for long-term success."
A recent poll in LifeTalk showed emphatically that IFAs and financial planners were interested in a monthly opportunity to build closer relationships with fellow advisers where they can share ideas, sanity check things and get answers to issues faced by smaller firms.
That's why we're incredibly excited to invite financial advice professionals to join the LifeTalk Mastermind. Think of it as a reality check, ideas exchange and monthly problem-solving session all rolled into one.
Participating in a Mastermind group meeting brings numerous benefits. It equips you with essential best practices, delivers valuable industry insights, facilitates meaningful connections and introduces fresh perspectives that can help you tackle challenges and seize new opportunities.
Whilst Masterminds have evolved since Napoleon Hill introduced the concept in his acclaimed book Think and Grow Rich in 1937, the benefits of membership are greater than ever.
A Mastermind is a small group of like-minded professionals who meet regularly to share expertise, set goals and address challenges and opportunities. It's a space for collective growth where everyone chips in with their own insights, and as a group they support each other's personal and business growth.
For those in financial planning and advice, joining a Mastermind group meeting can have significant advantages. It offers you vital best practice, industry insights, helps you make valuable connections and provides fresh perspectives for overcoming challenges and embracing opportunities.
It's a game-changer if you're looking to take your business to the next level and strike a great work-life balance.
"A brainstorming and accountability club all rolled into one, where everyone helps each other grow."
Who is the Mastermind Group for?
The groups are open to IFAs, financial planners, wealth managers and other financial advice professionals. Think of it as a monthly reality check, ideas exchange and problem-solving session all rolled into one.
How often do we meet?
Season 1 is made up of six Zoom meetings over the course of six months with the option to renew for a further six in Season 2.
Do I have to attend every meeting?
No, life often gets in the way! That said it's very common for members of Masterminds to see their group as sacrosanct as they can be a critical part of your personal and business development! All sessions are recorded.
How much do I have to participate?
It's totally up to you, though ideally you will be keen to be fully engaged in order to maximise the benefits for both yourself and other members of your group.
How is confidentiality maintained?
What's said in the room, stays in the room and the recordings are only made available to members. We maintain absolute confidentiality in all aspects of the meetings and relationships made. All meetings are held under Chatham House Rules.
Does my location matter?
We have decided to host the meetings online so that advisers from around the UK can join. This brings a diverse range of experience and issues to the group.
Who else will be in the group?
The group is aimed at forward thinking IFAs and financial planners who are eager to share stories and best practice, exchange ideas and learn from one another regardless of their years of experience. Whether you are just getting started or an experienced adviser, everyone will have something to share - and learn.
How do I find the time?
We believe that you get back the time you invest when you join a Mastermind. In the long run, you’ll save time by being more focused and having greater clarity on your goals.
Do I have to commit to a lengthy contract?
No. Whilst we suggest that you aim for at least four months membership, we have a simple understanding which enables you to terminate without notice at any time.
What topics are covered during the mastermind sessions?
Some of the topics covered will depend on the membership make-up of individual groups, but typically popular areas are:
Topics will be included within our special mastermind format below 👇
What size organisation is eligible to join?
LifeTalk Masterminds are more about individuals than entire businesses. If the people within an adviser firm benefit from the Mastermind, that will inevitably have a positive impact on the wider business. That said, advisers from a wide range of businesses - large and small will join.
Is it expensive to join?
As financial advisers you know the value of strategic planning and investments. While there's a monetary and time investment to joining, the return in insights, networking, work-life balance and growth strategies are invaluable.
How do you differ from other peer to peer groups?
Most other peer development groups have members from a wide range of occupations and professions. Whilst members can learn new ways to do things, it can take longer to see the benefits of a Mastermind because of the diverse membership base. LifeTalk's Mastermind group only allow bona fide financial advisers to join, so members will already have a strong understanding of one another's business challenges.
What level of experience do members need to have?
IFAs and financial planners from every stage of their career journey are welcome. Our group is thoughtfully curated to blend seasoned expertise with fresh insights, ensuring a dynamic environment where every member feels valued and empowered to contribute.
Why online?
Starting the LifeTalk Mastermind online via Zoom offers clear advantages for advisers:
Convenience: Eliminate travel and accommodation hassles - simply log in and dive into the session.
Accessibility: Participate from anywhere, whether you're in the North, Midlands, London or beyond, without the need for arranging in-person meetings.
Efficiency: Online sessions allow us to prioritise content and collaboration, ensuring that every moment is productive and value-driven.
This approach maximises your time and ensures you can focus on what truly matters: growing your practice.
Here's what members of a leading Mastermind organisation say
"To me those meetings are sacred. I've only missed two meetings in twenty-one years."
- Jon Vegosen
"The group is very committed to one another, we’ll help each other in a crisis whether that’s a business or personal crisis; they’re always there for you."
- Andy Bradley
"It's the non-exec director in my business that helps me achieve the goals I am aiming for."
- Derek Stewart
"It seemed to offer the right balance of experiential learning and personal coaching."
- Ian Stentiford
"It’s a great confidential environment where you can open up and talk about things you don’t talk about with anyone else."
- Craig Fletcher
"My strategic route to clarity and focus."
- Lorraine Tomlinson
Each monthly meeting is planned to be 60 to 90 minutes in length which means that we will aim to be as focused as possible and avoid undue 'chit chat'. Everyone's time is precious and we want to be respectful of that, though we do promise that each session will be enjoyable, fun and enlightening.
There will inevitably be times when the meeting will go over ninety minutes and on these occasions we will ask members' permission to continue the session.
The format below follows a classic Mastermind group format, but has been adapted for the adviser market and for an online meeting. The format will stay the same for each mastermind 'season' of six months. It may be adapted/tweaked for each new season.
Session kicks off with a brief introduction, setting the tone and expectations for the meeting.
- Welcome to participants and agenda outlined.
- Participants are invited to actively engage and collaborate, as this has consistently led to the most valuable outcomes in mastermind sessions.
Open forum for members to highlight significant industry news, updates, issues, trends or relevant news from the past month.
- Brief discussion to ensure everyone is aligned and informed.
Three participants present a pressing issue or challenge they’re facing.
- Each participant has the opportunity to receive rapid, focused feedback and suggestions from members of the group.
- The session is designed to provide actionable takeaways for each participant.
- Members may offer to be an accountability partner to support the participants with their challenge.
A dynamic session where participants briefly share key strategies, lessons learned or impactful experiences that have shaped their approach to financial planning and advice.
- The focus is on exchanging actionable insights that have proven successful, with an emphasis on real-world application.
- Participant group discussion and Q&A.
Participants introduce or share specific tools, technologies or resources that have enhanced their practice.
- Participant group discussion and Q&A.
Session wrap up with a summary of key takeaways, next steps and any announcements for the upcoming month.
- Recap the most valuable insights from the session and encourage participants to implement and report back at future meetings.
- Confirm the date and focus of the next meeting.
This isn’t just another webinar. The LifeTalk Adviser Mastermind is structured, interactive networking and problem solving - plus:
The mastermind is designed to create meaningful, supportive relationships between participants, allowing them to connect with like-minded peers who face similar challenges.
IFAs can bring their specific issues to the table, whether it’s a client case or a business decision, and receive feedback that is directly applicable to their situation.
The mastermind is not just a one-off event but an ongoing resource that participants can continually tap into for support, advice and new ideas.
Participants are welcome to establish closer working relationships with others in the group, extending the value of the mastermind beyond the scheduled sessions.
Participants can confidently bring any issue to the group, knowing they’ll receive knowledgeable, unbiased feedback from professionals who understand their context.
Regular discussions and feedback loops enhance your decision-making abilities. The mastermind fosters long-term professional relationships, creating a supportive network that helps you continually innovate and grow your business while reducing the stress and uncertainty of running a small firm.
We know everyone is starting their mastermind journey from different places so we want to make joining the group a 'no brainer'.
Important: We cannot accept every application to join as we need the group to be a manageable number, so reserve your place now to guarantee your place.
Whether you’re new to peer group networking or looking to re-engage, this monthly programme is designed for advisers who want to smoothly integrate into collaborative, growth-focused sessions. Discussions are practical and the format is tailored to be accessible and supportive for all experience levels.
Whether you’re new to masterminds or looking to re-engage, here you have the opportunity to commit to all six sessions at a special rate - get six for the price of five.
Secure your spot and maximise your investment in professional development.
PLACES ARE LIMITED! Don't miss out - reserve your spot now before we run out of places.
Got a question before you join us?
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