Unlock Your Business's Full Potential with LifeTalk's Monthly Meetup Groups
If you're experiencing change or transition within your business and looking to refine and strengthen your financial advice offering, consider that a regular online meetup with other advisers 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 goals receive the collaborative focus they deserve.
"When you join a meetup or mastermind Group, you're not just scaling your business; you're also refining your approach for long-term success."
A LifeTalk poll made it clear – IFAs and financial planners want a monthly opportunity to connect, share ideas and get real-time feedback from peers. Advisers see real value in building closer relationships, sanity-checking decisions and finding solutions through open conversations with others who understand their challenges.
That's why we're excited to invite financial advice professionals to join the LifeTalk Monthly Meetups. Think of it as a reality check, ideas exchange and monthly problem-solving session all rolled into one.
Joining a monthly peer group brings startling benefits – from gaining best practices to building meaningful connections and discovering new perspectives. It’s a space to tackle challenges, share ideas and uncover opportunities you might not find on your own.
Begins 30th January 2025
Ever walked away from a conference thinking the best part wasn’t the keynote or the breakout sessions – but the conversations over coffee with other advisers?
It’s a common experience for IFAs. While the content is useful, the real magic happens in those in-between moments – the candid chats with peers who understand your world, share your challenges, and offer insights that no speaker on stage could.
That’s the heart of LifeTalk's monthly adviser meetups. It’s not about consuming more content or sitting through another presentation. It’s about creating space for the conversations you wish happened more often – the ones that leave you with practical ideas, a sense of direction and the reassurance that others are on the same path.
LifeTalk's meetups bring together advisers who value connection and collaboration, offering a structured but informal environment to share, learn and grow alongside one another. Because sometimes, the best solutions come not from a speaker – but from the adviser sitting next to you.
Who are the monthly meetups 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. Season 1 dates are listed below.
Do I have to attend every meeting?
No, life often gets in the way! That said it's very common for members of monthly meetups and 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.
Are the meetings confidential?
Yes. 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 host the meetings online over Zoom 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 meetup group. 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 three months membership, we have a simple understanding which enables you to cancel without notice at any time.
What topics are covered during the monthly 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 meetup format below 👇
What size organisation is eligible to join?
LifeTalk meetups are more about individuals than entire businesses. If people within an adviser firm benefit from the group, that will inevitably have a positive impact on the wider business. That said, advisers from a wide range of businesses - large and small 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. Places in Season 1 are at a heavily discounted rate.
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, which can mean that it can take longer to see the real benefits of a meetup or mastermind meeting. LifeTalk's meetup groups only allow financial advisers to join, so members will already have a strong understanding of one another's business challenges right from the outset.
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?
Having the LifeTalk meetups online via Zoom offers clear benefits for advisers:
- Convenience: No travel or accommodation – just log in and join.
- Accessibility: Connect from anywhere in the UK, no need for in-person meetings.
- Efficiency: Focused, productive sessions that maximise your time and prioritise collaboration – helping you grow your practice.
Here's what members of one leading peer-to-peer organisation say about meetup and mastermind meetings
"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. 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 time and on these occasions we will ask members' permission to continue the session. Naturally you can leave at any time and you'll be sent the full recording.
The format below follows a classic meetup or mastermind group format, but has been adapted for the adviser market and for an online meeting. The format will stay the same for each '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.
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 Monthly Meetups are structured, interactive networking and problem solving - plus:
The meetups are 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 meetup 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 meetup 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 meetup 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 meetup journey from different places so we want to make joining the group simple and easy.
Important: There is a limit to the number of members in each group, so reserve your place now to guarantee your place.
"Great first meeting, creating traction from the word Go! 👌"
Group 1 attendee after session 1
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 peer group networking or looking to re-engage, here you have the opportunity to commit to all six sessions at a special rate - get six months for the price of five.
Secure your spot and maximise your investment in professional development.
Can't make it to Group 1?
Add your name to the waiting list to receive information when it's available:
"Experience working with thousands of advisers consistently shows that the most successful aren’t those who go it alone, but those who regularly connect with peers – gaining clarity, sharpening decisions and reducing the stress of business by surrounding themselves with people who challenge, inspire, support them - and who make the journey more fun!"
"Ready to make business clearer, easier and more rewarding? Join us today."
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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