The financial planning profession is at a crossroads. For decades, the old-school model dominated—a system where financial planners often doubled as financial advisers, wearing two hats. These professionals combined strategic financial planning with product-driven advice, often charging fees as a percentage of assets under management (AUM). However, cracks are forming in this model, and new … Continue reading Where is the Old-School Financial Planning Model Heading?
Author: Steve Conley
Steve Conley brings over four decades of innovation and expertise to the forefront of financial planning. As the founder and driving force behind the Academy of Life Planning and HapNav Ltd, Steve has been a pivotal figure in transforming financial services to be more democratic and decentralised. His role as a Game Plan Practitioner, Coach, Mentor, Speaker, and Author of "Your Money or Your Life: Unmask the Highway Robbers - Enjoy Wealth in Every Area of Your Life" underlines his comprehensive approach to financial education.
The Academy of Life Planning, hailed as the "Most Pioneering Financial Planner Network," reflects Steve's commitment to fostering transparency, integrity, and accessibility. This institution serves as a testament to his dedication to enhancing the financial planning landscape.
Under Steve's innovative leadership, HapNav Ltd has launched groundbreaking advancements, including the first end-user financial planning app integrated with open banking. This app guides users towards achieving 'Kokoro'—a life rich in financial, emotional, intellectual, and spiritual abundance.
Recently, Steve introduced "Planning My Life" and "Financial Life Coach"—services that extend his ethos into practical, impactful tools for financial autonomy. "Planning My Life" offers an affordable subscription model, giving members access to an AI Life Planner, comprehensive resources, and expert insights. These initiatives epitomise Steve’s commitment to empowering individuals, nurturing community growth, and contributing significantly to global efforts to eradicate poverty.
Steve's journey is more than a career; it's a steadfast crusade to revolutionise financial education and planning, creating a world where financial wellbeing is not just attainable, but enriches every aspect of our lives. Contact steve.conley@aolp.co.uk.
HapNav v2.0: Enhancing Your Financial Journey – Upgrade Details
This weekend, on Saturday 7th and Sunday 8th December 2024, HapNav, the revolutionary Happiness Navigator, will receive a major upgrade! Designed to empower you to take full control of your financial future, HapNav integrates seamlessly with Open Banking to deliver personalised financial planning. Why HapNav?HapNav is more than just a financial planning app. For just … Continue reading HapNav v2.0: Enhancing Your Financial Journey – Upgrade Details
Arthur C. Brooks: A Beacon for Finding Purpose and Fulfilment
At the Academy of Life Planning, we celebrate thought leaders whose ideas align with our mission of helping individuals and practitioners create balanced, purpose-driven lives. Arthur C. Brooks is one such inspiring figure, whose transformative work resonates deeply with our ethos and the principles of the GAME Plan framework. With a unique blend of academic … Continue reading Arthur C. Brooks: A Beacon for Finding Purpose and Fulfilment
Empowering Financial Professionals: Navigating Personal Growth and Purpose Through the Ego-Soul Journey
In the financial services industry, navigating the journey from ego-driven goals to soul-centred purpose can be both challenging and rewarding. Our latest article explores how professionals can embrace personal growth through the stages of individuating, self-actualising, integrating, and ultimately serving. Discover how aligning your career with your values can lead to a life enriched with … Continue reading Empowering Financial Professionals: Navigating Personal Growth and Purpose Through the Ego-Soul Journey
CFA UK Joins the Chartered Body Alliance: A Step Towards Holistic Financial Planning
The financial services sector has just seen a significant development: the Chartered Financial Analyst (CFA) Society of the UK has joined the Chartered Body Alliance. This partnership, which already includes the Chartered Institute for Securities & Investment (CISI), the Chartered Insurance Institute (CII), and the Chartered Banker Institute, now represents nearly 225,000 professionals. The addition … Continue reading CFA UK Joins the Chartered Body Alliance: A Step Towards Holistic Financial Planning
Whose Voice Matters Most? Consumers, Regulation, and the Fight for Fairness
When it comes to financial regulation, consumers should always come first. Protecting them is—or at least should be—the primary objective of any regulatory body. But is that truly what’s happening in the UK today? Increasingly, it feels like the voices of ordinary people are being drowned out by the deafening lobbying power of financial institutions. … Continue reading Whose Voice Matters Most? Consumers, Regulation, and the Fight for Fairness
Revealing Your True Self: Pulling Back the Veils of Illusion
As a Game Plan practitioner, one of the most profound aspects of our work is guiding individuals to uncover their true selves. This transformative process involves pulling back two significant veils that obscure our deeper essence and purpose. By understanding these veils and the illusions they create, we begin a journey of self-discovery that leads … Continue reading Revealing Your True Self: Pulling Back the Veils of Illusion
Unmasking the Highway Robbers: Your Chance to Make a Difference
For too long, a shadow has loomed over the financial services industry. Stories of exploitation, regulatory blind spots, and unchecked malpractice have left many feeling powerless, unheard, and robbed of what is rightfully theirs. But now, there’s a growing movement to shine a light on these injustices, and you can be part of the change. … Continue reading Unmasking the Highway Robbers: Your Chance to Make a Difference
Stay One Step Ahead: Protect Yourself from Fraud in 2025
Fraud has become the most prevalent crime in the UK, affecting millions and causing significant financial and emotional distress. Understanding the current landscape and learning how to protect yourself is crucial. The Current Landscape of Fraud in the UK Recent data reveals that fraud constitutes approximately 40% of all crimes in England and Wales, with … Continue reading Stay One Step Ahead: Protect Yourself from Fraud in 2025
Why It’s Time to Stop Fraud Shaming
Fraud is the most commonly experienced crime in the UK, with millions of incidents reported each year. Yet, beyond the financial loss, victims often carry an additional, unseen burden: the shame and embarrassment of having been deceived. This emotional weight can prevent victims from seeking help, reporting the crime, or even talking about their experience. … Continue reading Why It’s Time to Stop Fraud Shaming
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