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Professional Networking for Financial Planners and IFAs

The Social Networking Website for Financial Planners and IFAs

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Successful Financial Planners and IFAs are joining our website to network, share best practice, debate industry issues, get marketing tips, build their brand and to provide help and support to one another. Join them today at http://www.ifalife.com or follow at http://www.twitter.com/ifalife

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Page 1: The Social Networking Website for Financial Planners and IFAs

Professional Networking forFinancial Planners and IFAs

Page 2: The Social Networking Website for Financial Planners and IFAs

Huge growth in social networking websitesHuge growth in social networking websites

Page 3: The Social Networking Website for Financial Planners and IFAs

……including niche business networking websitesincluding niche business networking websites

Page 4: The Social Networking Website for Financial Planners and IFAs

Find IFA Life on other networksFind IFA Life on other networks

Page 5: The Social Networking Website for Financial Planners and IFAs

IFA Life content featured on other networksIFA Life content featured on other networks

Page 6: The Social Networking Website for Financial Planners and IFAs

IFA Life advertising featured on other networksIFA Life advertising featured on other networks

Page 7: The Social Networking Website for Financial Planners and IFAs

Why thousands of financial advisers have joined

Page 8: The Social Networking Website for Financial Planners and IFAs

“Best Online Financial Community”

2008 Online Finance Awards

Page 9: The Social Networking Website for Financial Planners and IFAs
Page 10: The Social Networking Website for Financial Planners and IFAs

Professional Networking forProfessional Networking forFinancial Planners and IFAsFinancial Planners and IFAs

• Network with peers

• Share best practice

• Debate industry issues

• Read news

• Ask questions

Page 11: The Social Networking Website for Financial Planners and IFAs

Professional Networking forProfessional Networking forFinancial Planners and IFAsFinancial Planners and IFAs

• Find events

• Get marketing advice

• Attract new clients

• Raise profile online

• Build their brand

Plus…Plus…

Page 12: The Social Networking Website for Financial Planners and IFAs

Professional Networking forProfessional Networking forFinancial Planners and IFAsFinancial Planners and IFAs

Provide help and support to one another.

Page 13: The Social Networking Website for Financial Planners and IFAs

Networking at a time to suit youNetworking at a time to suit you

Page 14: The Social Networking Website for Financial Planners and IFAs

Professional Networking forProfessional Networking forFinancial Planners and IFAsFinancial Planners and IFAs

“A place where progressive and quality IFAs share ideas and information in a spirit of mutual generosity.”

“A great way to interact with other IFAs ata sensible and professional level.”

Page 15: The Social Networking Website for Financial Planners and IFAs

Professional Networking forProfessional Networking forFinancial Planners and IFAsFinancial Planners and IFAs

“…probably the best forum for IFAsin the country.”

“Everyone is there to help and assist one another. The latest developments in an IFA’s world are regularly

reported on and I have made some very good contacts.”

Page 16: The Social Networking Website for Financial Planners and IFAs

Professional Networking forProfessional Networking forFinancial Planners and IFAsFinancial Planners and IFAs

“I found more information about my educational requirements from IFA Life than from the CII!”

“I’m basing a lot of my business decisions on what I’m reading on IFA Life. It’s a great forum.”

Page 17: The Social Networking Website for Financial Planners and IFAs

Key sectionsKey sections

• Profile

• News

• Articles

• Forum

• Resources

• Events

• Careers

Page 18: The Social Networking Website for Financial Planners and IFAs

Create a ProfileCreate a Profile

Page 19: The Social Networking Website for Financial Planners and IFAs

Create a ProfileCreate a Profile

Page 20: The Social Networking Website for Financial Planners and IFAs

ProfileProfile

Page 21: The Social Networking Website for Financial Planners and IFAs

Industry personalitiesIndustry personalities

Page 22: The Social Networking Website for Financial Planners and IFAs

News from the industryNews from the industry

Page 23: The Social Networking Website for Financial Planners and IFAs

Articles – many exclusive to IFA LifeArticles – many exclusive to IFA Life

Page 24: The Social Networking Website for Financial Planners and IFAs

Input from global expertsInput from global experts

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Forum discussions – private to membersForum discussions – private to members

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Forum discussions – popular topicsForum discussions – popular topics

• Remuneration– Commission Vs Fees

• Exams and professionalism

• Transitioning to ‘new model adviser’

• Business and practice development

• Investment– Active Vs Passive etc– Fund research

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Forum discussions – popular topicsForum discussions – popular topics

• Marketing– Seminar selling– Internet marketing

• Treating Customers Fairly

• Acquisitions, mergers and sales

• Wrap and back office software

• Outsourcing

Page 28: The Social Networking Website for Financial Planners and IFAs

ResourcesResources

Page 29: The Social Networking Website for Financial Planners and IFAs

Events – IFA Life and IndustryEvents – IFA Life and Industry

Page 30: The Social Networking Website for Financial Planners and IFAs

Training, networking and industry eventsTraining, networking and industry events

Page 31: The Social Networking Website for Financial Planners and IFAs

Training, networking and industry eventsTraining, networking and industry events

Page 32: The Social Networking Website for Financial Planners and IFAs

IFA careers and jobsIFA careers and jobs

Page 33: The Social Networking Website for Financial Planners and IFAs

Help for Financial PlannersHelp for Financial Planners

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Marketing help for Financial PlannersMarketing help for Financial Planners

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Marketing help for Financial PlannersMarketing help for Financial Planners

Page 36: The Social Networking Website for Financial Planners and IFAs

Important sources of traffic to IFA LifeImportant sources of traffic to IFA Life

Page 37: The Social Networking Website for Financial Planners and IFAs

Other Important sources of traffic to IFA LifeOther Important sources of traffic to IFA Life

Page 38: The Social Networking Website for Financial Planners and IFAs

Professional Networking forProfessional Networking forFinancial Planners and IFAsFinancial Planners and IFAs

“Great site – spent most of this morning online. Excellent!”

“Really like your site – very impressed.”

Page 39: The Social Networking Website for Financial Planners and IFAs

Professional Networking forProfessional Networking forFinancial Planners and IFAsFinancial Planners and IFAs

“As a consultant with over 30 years in financial services, I’m impressed. The info is very useful – keep up the good work.”

“Thank you for setting up the IFA Life website. I have been in the industry 30 years and nothing is new; but it’s great to refresh ideas

– something IFA Life does every day.”

Page 40: The Social Networking Website for Financial Planners and IFAs

Easy to access on iPhone and BlackBerry

Page 41: The Social Networking Website for Financial Planners and IFAs

www.ifalife.com

Page 42: The Social Networking Website for Financial Planners and IFAs

www.twitter.com/ifalife

Page 43: The Social Networking Website for Financial Planners and IFAs

SELECTION OF ADVERTISING SELECTION OF ADVERTISING OPPORTUNITIESOPPORTUNITIES

Full details on request

Page 44: The Social Networking Website for Financial Planners and IFAs

Highlighted articles and home page bannersHighlighted articles and home page banners

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Featured articlesFeatured articles

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Sponsor forum discussionsSponsor forum discussions

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Resource listingsResource listings

Page 48: The Social Networking Website for Financial Planners and IFAs

Resource listingsResource listings

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Twitter highlightsTwitter highlights

Page 50: The Social Networking Website for Financial Planners and IFAs

Daily Update emailDaily Update email

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Event listings and sponsor eventsEvent listings and sponsor events

Page 52: The Social Networking Website for Financial Planners and IFAs

• Founded July 2004 on Ecademy.com– Ecademy site receives 2m hits per day– Content indexed by Google every 10 minutes

• Social networking site live in July 2008• 98% IFAs/Financial Planners

– Quality end of the market– More technology savvy than most– 95% UK based

• “Best Online Financial Community” in the 2008 Online Finance Awards

• Average time on site– 6 minutes 26 seconds

IFA Life – Niche website for IFAsIFA Life – Niche website for IFAs

Page 53: The Social Networking Website for Financial Planners and IFAs

• Members as at mid May 2009: 1,980• Traffic sources

– Direct: 48.93%– Referring: 25.81%– Search: 25.26%

• In order, members visit– Forum– Articles– Resources– News– Careers

• 98% of members opt in to Daily Update email

IFA Life – Niche website for IFAsIFA Life – Niche website for IFAs

Page 54: The Social Networking Website for Financial Planners and IFAs
Page 55: The Social Networking Website for Financial Planners and IFAs

Advertising enquiries:Nick Page, Page Media

+44 (0)1428 740 554+44 (0)7789 178802

[email protected]

Speaking, Consultancy, Press and MediaPhilip Calvert

+44 (0)1483 548 666+44 (0)7773 359 619

[email protected]

Call us nowCall us now

Page 56: The Social Networking Website for Financial Planners and IFAs