🌿 The Connect & Contribute Referral Programme
A New Way to Grow Your Practice—And Support the Movement
Welcome, Planner!
At the Academy of Life Planning, we believe in shared success. That’s why we’re excited to introduce Connect & Contribute—our new referral programme that connects values-aligned practitioners like you with individuals actively seeking holistic financial guidance.
This is more than just a lead generation service. It’s a collaborative opportunity to:
- Grow your impact and income.
- Support the Academy’s mission.
- Deliver life-changing value to people who need it most.
How It Works
1. The Enquiry
The Academy receives client enquiries through:
- Our website and social media.
- VOD CPD platform subscribers.
- Public workshops and events.
- Trusted partners and collaborators.
2. The Match
We review each enquiry and match the client with the most suitable Academy member, based on:
- Your specialism and capacity.
- Client needs, location, and preferences.
- Your commitment to ethical, non-intermediating financial planning.
3. The Introduction
You’re introduced to the client directly. If they choose to proceed, you take it from there—on your own terms, with your own service offering.
4. The Contribution
Once a client engages your services, you contribute back to the Academy to help us continue this vital work.
You Pay-As-You-Go contribution model:
- 10% referral fee per successful introduction (on first invoice).
All contributions are reinvested into the community and infrastructure that supports your practice.
Why Join the Programme?
✅ Ready-to-go leads
Clients are already warm, informed, and aligned with our values.
✅ No selling, no pressure
These are individuals seeking life-first guidance—not product sales.
✅ Grow with integrity
Expand your reach while staying true to your purpose and mission.
✅ Support the movement
Your contribution helps us democratise financial planning for all.
Who Can Join?
You must be:
- An active Academy member.
- GAME Plan trained or aligned with our holistic ethos.
- Committed to client empowerment over financial product sales.
- Operating a transparent, ethical, and non-intermediating practice.
Next Steps
Interested in becoming a Connect & Contribute Practitioner?
👉 Register your interest here.
👉 Or email Steve directly at steve.conley@aolp.co.uk to chat about joining the programme.
Together, we can change lives—and change the face of financial planning.
“The most powerful thing we can do is connect people with purpose.”
– Steve Conley
Academy of Life Planning 