Our planning model removes product intermediation from the advice process. It’s absolutely amazing when you take the blinkers off; we open up vast horizons of planning opportunity. The likes of which we have never seen before.
For example:
- Planning 100 employees all at once with one planner as part of an employee financial wellbeing programme.
- Creating a recurring retirement income from meaningful work, as a rescue package for the 70% of the population facing retirement with little or no savings.
- Planning the whole-person wellbeing of the client (mind-body-heart-spirit) and then putting in place the financial wellbeing to support it.
Financial wellbeing is an area of great interest. This is far broader than those provider sponsored debt and savings management programmes.
“Financial wellness correlates to physical wellness, and they need to come together as a concept.” – Kevin Crain, Managing Director, Bank of America Merrill Lynch
What excites me most about this new paradigm in financial planning is that we are only just scratching the surface of what it can deliver.
What we need is a network of like-minded planning entrepreneurs exploring with passion the various niches:
Gen Z – setting out on a multi-stage life
Gen Y – investing in transformational assets for economic resilience in an uncertain world
Gen X – Resetting themselves for a new career direction
Boomers – Being the mass unretired.
Check out these initiatives. Sign up for them!
“People 50 to 70 are seeing particular changes. Only 26 percent of surveyed baby boomers said they were going to retire and stop working. There are a large number of entrepreneurs [in the baby boomer generation], and there are going to be people entering and exiting the workforce much more rapidly and repeatedly.” – Bruce Wolf, Executive Director, BlackRock Retirement Institute.
Living, Learning, and Earning Longer (aarpinternational.org)
The jobs that welcome over-50s and how much they pay (telegraph.co.uk)
Wow, wow, and more wow!
What a fabulous career choice this NIFP network has turned out to be.
We are a global network of non-intermediating financial planners. We aim to deliver financial security and wellbeing to the 70% of the world’s population with little or no savings. We offer a unique planning model and fintech apps to give accessibility for planning and coaching to everyone.
If you’d like to learn to be an NIFP, investing in your own transformational assets so you are ready for the abrupt halt in old paradigm planning, then please don’t hesitate to contact me.
Happy Navigating!
Steve
Email: steve.conley@aolp.co.uk
Academy of Life Planning 