Unveiling the Elite Planner Accelerator Programme: Your Gateway to Financial Planning Excellence

LinkedIn Live

Are you yearning for a professional life where each day is imbued with purpose, where work transcends mere obligation and becomes a fulfilling calling?

If the stifling constraints of corporate politics and the relentless pursuit of fleeting success have left you disillusioned, it’s time to pause and listen to your conscience. Does it whisper of a life less ordinary, free from the shackles of conformance and the dissonance of unethical practices?

In the dynamic realm of financial services, where the norm is to safeguard family provision and tread cautiously until retirement, the prospect of true job satisfaction may seem like a distant dream. But what if there’s a path less trodden, one that aligns with your deepest aspirations?

Imagine being that rare individual who eagerly anticipates each working day, not as a tiresome chore, but as a meaningful and rewarding journey.

The Solution:

Financial professionals, prepare to embark on a transformative journey! We’re thrilled to introduce the ‘Elite Planner Accelerator Programme,’ from the Academy of Life Planning, a game-changer in the world of financial planning. Envision a business opportunity with six-figure turnover potential, minimal entry barriers, and a guaranteed return on investment from your very first client.

The Opportunity:

With an initial investment significantly lower than the fee you would earn from your first client, this programme is designed to fast-track your success. I, Steve Conley, have invested six figures and 12 years in mastering the art of non-intermediating financial planning. My learnings and experiences are now your shortcut to success. In just 12 months, over 50 Accredited Game Plan Practitioners have achieved break-even, with nearly half reaching this milestone in a mere 12 weeks.

Invitation to Action:

Join our enlightening LinkedIn Live event: ‘Taking the Big Leap in 2024.’ Hear firsthand about the exciting prospects that await you.

Thursday, January 25th, at 12:30 PM GMT.

Success Stories:

Discover the inspiring journeys of our practitioners who have transformed their careers through our programme.

Self-Assessment: Evaluate your potential with our ‘Generic Financial Adviser Scorecard.’ Are you ready to take the plunge?

Resources:

Testimonial:

Emma Wright, a Financial Empowerment Coach and Wealth Strategist at Independent Wealth, shares her transformative experience:

“Working with Steve redefined my approach to financial planning. It empowered me to activate financial strategies without selling products, focusing instead on empowering clients. The Game Plan and iKigai concepts revolutionised my asset allocation strategies, aligning with my professional ethos.”

Technical Insights:

Explore our comprehensive Tech Stacks (white-label Website, e-commerce, CRM package), the backbone of your digital operations in this journey.

Programme Overview: Launch your non-intermediating financial planning business in just 12 weeks for a fee less than your first client’s. The Elite Planner Accelerator Programme, priced at £3,890, includes:

  • 12 insightful mentorship sessions with me, Steve Conley.
  • A year-long Academy Membership for continuous learning and networking.
  • Fast-track Game Plan accreditation.
  • A personalised tech stack, including a custom website, hosting, and CRM system.

What’s Included:

  • Annual Membership.
  • Mentorship sessions.
  • Accreditation.
  • Tech stack (initial setup).

Exclusions:

  • Tech stack maintenance (a nominal monthly rental of £150 post-launch).

Closing Thoughts: This programme is your launchpad into a world where your financial planning practice isn’t just a business, but a legacy of empowerment and success. Embrace this chance to redefine your career and become a leader in the financial planning arena.

Warm regards,

Steve Conley, Founder of the Academy of Life Planning

Contact: steve.conley@aolp.co.uk

Questions & Answers

Q1: What is the Academy of Life Planning, and what does it stand for?

A1: The Academy of Life Planning is a transformative and empowering force in financial and life planning. We envision a world where financial planning transcends mere number-crunching to become a vital part of your journey towards self-discovery, purpose, and holistic well-being. Our mission is to democratise financial planning by making it transparent, ethical, and accessible to everyone.

Q2: How does the Academy contribute to personal and professional growth?

A2: We are committed to equipping individuals and life planners with the necessary tools, wisdom, and guidance to confidently navigate life’s journey. Our comprehensive membership and mentorship services are meticulously designed to foster both personal growth and professional expansion, ensuring that every individual can realise their full potential.

Q3: What role does financial education play at the Academy?

A3: Financial education is a key pillar at the Academy, as we believe in its transformative power. We provide essential knowledge and resources that empower both planners and individuals to make informed decisions. This approach aligns financial well-being with broader life goals, ensuring a more fulfilling and integrated approach to financial planning.

Q4: What resources and tools does the Academy offer?

A4: The Academy offers access to cutting-edge tools and resources, keeping you at the forefront of industry best practices. More than just tools, we are building a global community – a supportive network where experiences and insights are shared, fostering collective growth and camaraderie.

Q5: How does personalised coaching feature in the Academy’s approach?

A5: Personalised coaching is a cornerstone of our approach at the Academy. We provide bespoke guidance tailored to each individual’s unique financial and life journey. This personalised touch ensures that every plan is as unique as the individual it serves.

Q6: What are the core principles of the Academy?

A6: Our principles are firmly rooted in a client-centred ethos. We prioritise your needs and aspirations, ensuring that we steadfastly protect your interests. Our commitment extends to maintaining the highest standards of privacy and security, ensuring a safe and trustful environment for all our clients.

Q7: How does the Academy differentiate itself from traditional financial institutions?

A7: The Academy of Life Planning is not just an institution; it’s a movement. We aim to achieve financial security, personal growth, and a life aligned with your deepest values and aspirations. Unlike traditional financial institutions focused primarily on numbers, we take a more holistic and ethical approach, integrating financial planning with life planning to create a more meaningful and fulfilling journey.

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