As an advice-only financial planner, you constantly seek ways to stay ahead of the competition, develop your skills, and provide the best possible service to your clients. If you want a comprehensive and effective way to take your business to the next level, our annual membership programme may be just what you need.
With our annual membership programme, you will access many resources and benefits to help you grow your business, develop your skills, and succeed in the industry. Here are some of the key benefits that you can expect as a member:
Learn how to deliver the GAME plan: Our program provides access to our expertise and guidance on how to run a successful advice-only financial planning business. You will learn how to create a robust business strategy that enables you to deliver the best possible service to your clients.
Personalised support: You will receive two one-hour Zoom meetings with Steve Conley, our experienced financial planning expert. These meetings provide a chance to discuss any questions or concerns and receive customised advice to help you achieve your business goals.
Stay up to date: You will be invited to weekly group Town Halls, where you can stay informed of the latest industry trends and developments. This ensures you are always up to date with the latest best practices and techniques in the industry.
Access to a comprehensive library: You will have full access to our extensive library of resources, including valuable financial planning information and related topics. This library can be invaluable for researching and staying current on industry trends.
Unlimited email support: You can reach out to Steve Conley by email at any time if you encounter problems or require additional support. We are committed to providing the best possible service to our members and being available to answer any questions you may have.
Peer Mentorship: You will also have the opportunity to participate in a structured mentorship program, where you can benefit from the experience and insights of your peers. This can be an excellent way to learn from other financial planners and develop your skills and expertise.
Savings: As a member, you can purchase additional one-hour mentorship sessions with Steve Conley at a 50% discount, which represents a significant cost saving.
In addition, you will also receive the following two bonuses:
HapNav License: You will receive a 12-month license for HapNav, our lifetime cash flow planning app, which can help you develop and manage your client’s financial plans more efficiently.
MoneyFitt License: You will receive a 12-month license for MoneyFitt, our extensive private finance content library, which provides valuable resources to help you and your clients make informed financial decisions.
Our annual membership program represents a significant investment in your professional development and the success of your business. We are confident that you will find the benefits of our program to be invaluable in achieving your business goals.
To enrol in our mentorship program, simply visit our Shop and select the 12-month or 3-month fast-track option. Don’t miss out on this opportunity to elevate your financial planning business and take it to the next level.
Here’s what Academy graduate Tony Fields had to say about it:
“I had my monthly call with Steve Conley yesterday, and it made me reflect on my journey with the Academy of Life Planning. Only 18 months ago, I had completed my Fast Track Accreditation and had just left my regulated business. I was pretty anxious and had no idea how to start my new venture.
The GAME PLAN was new to me, and having worked with Financial Planners for over 20 years, I never believed that it was possible to earn a comparable income doing something that I loved. However, Steve’s mentorship and focus on my mindset proved me wrong. I discovered that I had been holding myself back all this time.
I decided to get uncomfortable and take action before I felt ready. I was introduced to the phrase “Build the plane when you are flying it,” which I have kept in mind ever since.
18 months later:
✅I am earning more than I used to as a Chartered Financial Planner.
✅I have been paid to speak at events, which are inspiring.
✅80% of my income comes from Group Coaching, which gives me more time to do things I love.
For those of you who have doubts like I did, please take note. Feeling excited and scared is a good sign that you are on the right path. Doubts are normal, but by focusing on your mindset and taking action before you feel ready, you can achieve incredible results too.”
Thank you for your time and consideration. We look forward to supporting you in your journey to success.
Academy of Life Planning 