The Sixth Wellbeing Essential

“Ninety percent of people seem to live ninety percent of their lives on cruise control, which is to be unconscious,” according to Richard Rohr, the author of Falling Upwards.

The problem with surveys is that whatever the majority says is the truth. The problem when researching wellbeing when asking the public what the essential elements are, ninety percent of people will give the cruise control answer.

They will say that we are our thoughts, feelings, and senses. Satisfy these, and we will live well.

Gallup conducted such a survey and produced five essential elements for wellbeing. These are:

  • Career
  • Social
  • Financial
  • Physical
  • Community

Nine out of ten adults prefer materialistic daily human existence. Because ninety percent of responses were unconscious, they missed out on consciousness. According to psychologists Howard Gardner, Robert, Cooper, Daniel Goleman, Victor Frankyl, and others, there is an essential missing.

  • Spiritual

William Bloom described spirituality as:

“I simply mean that whole reality and dimension which is bigger, more creative, more loving, more powerful, more visionary, wiser, more mysterious – than materialistic daily human existence.”

You see, our soul is the observer—the true self.

We observe our thoughts, feelings, and senses. The temporary. The personality. The false self. The ego-self.

Lasting contentment requires all four basic dimensions of life, mind, body, heart, and spirit. Growing and maintaining these four essentials gives you quiet confidence, internal strength and security, the ability to be simultaneously courageous and considerate, and personal and moral authority.

Stephen R. Covey, the author of the 8th habit, adds, “It profoundly impacts your ability to influence others and help them find their four basic needs.”

But here’s the challenge.

Materialistic daily existence is our comfort zone. The journey along the tail of the serpent of wisdom is painful. The spiritual guide is not a welcome guest for nine in ten people.

You would be far more successful in business if you focused on selling happy pills from the first five essentials. Happiness will pass, and the consumer returns for another fix. The dealer is always welcome at the table.

But here’s the twist. Your conscience will not let you sleep at night.

You would be a far more rounded planner if you worked with the whole-person paradigm. You may not be so popular, but word will soon get around that your work results in more lasting contentment for your clients.

What will you choose? A win-lose business? Or the more challenging journey -true win-win.

Release From Captivity: By Following The Framework

“There are fields, Neo, endless fields where human beings are no longer born. We are grown… What is the Matrix? Control. The Matrix is a computer-generated dream world built to keep us under control in order to change a human being into this [showing a battery].” – Morpheus

The Game Plan is as we say universal, timeless principles belonging to all humanity that I organised into an actionable, sequential framework of thinking to unleash human potential.

If you complete tasks in the order I have given you (clockwise – the natural cycle from creation to manifestation) we have a productive cycle. Goals actions means execution. It creates wholeness and equality. It brings humanity together and increases their wealth and wellbeing.

If you have a goal that requires more wealth you plan to create wealth.

Here’s a secret that the unaccountable hierarchies of profit and power don’t want you to hear.

If you complete the tasks anti-clockwise – execution means actions goals – it creates division, inequality, fear, separation, humans fighting one another feeling resource is scarce, climbing over one another as it diminishes their wealth and wellbeing. We have an exhaustive cycle. Your goals are limited to what you can afford. You fear for your future and hand over your assets on the bet they will make good shortfalls in the long term.

If you miss out on elements completely you have a destructive cycle. Money without goals or goals without money.

In ancient Eastern traditions, this knowledge is known as Feng Shui.

Elements can have productive or destructive cycles. When they support or nurture each other’s energy it is considered positive or productive for creating good Qi flow. That is referred to in Feng Shui as a productive Cycle. On the other hand, Elements that are inharmonious when together are called destructive. They block and hamper Qi flow.

In ancient Western traditions, this knowledge is known as the two trees, the Tree of Life and the Tree of Knowledge of Good and Evil.

You can tell what tree you are feeding off of by the fruit that is produced in your life. The fruit of the Tree of Life is “love, joy, peace, long-suffering, gentleness, goodness, faith, meekness and temperance.” (Galatians 5:22). The fruit that comes from the Tree of Knowledge is quite different altogether. You are darkened to your understanding of spiritual things, alienated, and separated from Source, into the life of a carnally minded man.

The Tree of Life is a productive cycle including the whole of you. Mind body heart and spirit.

The Tree of Knowledge of Good and Evil is a destructive cycle, mind body heart and missing out spirit.

6,000 years later we are where we are.

The exhaustive or destructive cycle extracts profit and power from humanity to the pockets of those who apply it, and leaves humanity living in fear, separateness, and fighting one another. Fighting on grounds of wealth, gender, colour, race, religion, national origin, football team!

We are taught by controlled media to idolise our thoughts, feelings, and senses of ego. This keeps us from personal growth. Stops us from being awake to spirit. Stops us from eating the fruit of the Tree of Life (aka The Game Plan). Stops the unleashing of human potential.

Are you prepared to live with integrity and be true to your own values?

Because, here’s the temptation. Anyone can extract profit and power from others with this knowledge. Bankers have been doing it for centuries.

If we plan the client before we plan the money we move to wholeness and increase wealth and wellbeing for our clients.

If we treat the money as the client, and not the customer, we tap into assets for fees and clients live a mundane life.

Are you going to treat your clients as batteries?

Or, like Neo, are you going to continually return to the Matrix and help human minds escape captivity? If the latter, you need to know the Game Plan.

The Wealth Strategist: The Business Of Building Back Better

The Wealth Strategist: Cash Flow Planning For The Great Level Up

Are you a financial professional who wants to help those made poorer by the pandemic?

Britain’s wealth gap ballooned after two punishing years of covid on top of a decade of harsh austerity. A lack of spending opportunities forced the wealthiest families to save; the pandemic caused the poorest households to run down their savings – and struggle from payday to payday with benefits cuts, unemployment, wage capping, and the increased cost of living.

A critical point is beginning to emerge this Spring in the gap between rich and poor, as we see pressure on household finances come to a head. With a 1.25 percentage point national insurance hike, a 54 percent uplift to the energy bill cap, interest rate rises, persistent debt demands from credit card companies emerge, scamming levels out of control, and inflation of 7.25 percent driving hard choices, such as between heating and eating.

Since house price inflation has been pushing up wealth, we find the poorest families in those places where house prices are lagging and places of low homeownership. We need solutions that leave no one feeling excluded.

The crisis is upon us. The next step is crucial. Can you help?

Think outside the box! If you want something you never had, you must do something you’ve never done.

On life’s journey, the most crucial step is the next step. More so than steps of the past or those in the distant future. As we find ourselves in the cash flow valley, we need to focus on climbing the next mountain. Concentrate on what’s before us instead of worrying about mountains behind us or on distant horizons.

Financial coaches focus on the past to heal wounds and better organize finances. Financial planners focus on the long-term future, intending to sell securities.

Therapy, or security selling, don’t create wealth; people do with their ideas, entrepreneurial spirit, industry, resilience, and, importantly, planning. Neither does somewhere between the two. We can’t just take security selling out of financial planning and call it a wealth-building solution. Or give a cash flow planning tool to a financial coach.

We need a new perspective. We need to give people a sense of personal agency- the ability to initiate and direct actions toward achieving defined goals.

That next step is to create wealth by this time next year or a few years from now. The method we use is called the Game Plan. It applies the tools of financial planning to the ideas of a proposition architect.

We seek to support the great aspiration. Among the most popular reasons people gave for resigning during covid was the desire to pursue other passions or a different career path, a reconsideration of priorities or professional goals, and the feeling of no longer growing in their current position.

We seek to level up society through the Game Plan. By boosting productivity, pay, jobs, and living standards and growing the private sector, especially in those places where they are lagging, people feel excluded.

We seek to reset and build back better. We put sustainable business practices at the heart of operations to build portfolios of SMEs of endearment. Typically, such firms outgrow the market with a lower risk of failure. We seek to diversify income streams through the development of portfolio entrepreneurs.

We build on trends. The tasks we expect to retain a comparative advantage over technology include managing, advising, decision making, reasoning, communicating, and interacting.

Most importantly, we use your reason for being, what you are good at, what you love, what the world needs and will pay you for.

This pragmatic solution to a real problem is the task of the Wealth StrategistTM.

We offer unique planning tools that enable Wealth Strategists to help online groups or offer Netflix-style subscription programmes. HapNav – our happiness navigator is the world’s first end-user financial planning application with open banking inside. This way, the Wealth Strategist can earn a good standard of living while their services are accessible and affordable for everyone.

Would experienced financial professionals like to join me and help focus on the next step? Would you like to learn the Game Plan and become a Wealth Strategist? If so, check out our annual mentorship and membership programme.

The Academy of Life Planning is an award-winning SME that helps SMEs build more SMEs, awarded by SME News as Best Financial Adviser Support Network & Award for Outstanding Contribution to Finance in 2020 & 2021.

#buildbackbetter #levellingup #greatreset #greatresignation #wealthstrategist