In a world where the traditional concept of retirement is rapidly evolving, it's crucial for us, as financial planners, to reassess our approach to life planning. The old paradigm of working hard to maximise pension pots for a life of leisure may no longer serve our best interests. Instead, a focus on creating sustainable income … Continue reading The Golden Years of Work: Rethinking Retirement for Health and Happiness
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.
What Financial Service Professionals Need To Know About Finfluencers.
The landscape of financial advice is evolving, encompassing a spectrum of roles from traditional financial advisers to the burgeoning phenomenon of 'Finfluencers.' Understanding the distinctions between these terms is crucial in the financial services industry, especially given their implications in regulatory contexts. Here's an overview: Financial Advice Financial advice involves a professional providing personalised recommendations to … Continue reading What Financial Service Professionals Need To Know About Finfluencers.
Rethinking Retirement: A New Approach Beyond Traditional Pensions
In the UK, the ongoing pension crisis and the advice gap are matters of serious concern. We're often misguided by the dominant influence of large financial institutions, their distributors, and lobbyists. It's time we questioned these prevailing norms and considered a more sustainable approach to financial planning for our later years. The current strategies, such … Continue reading Rethinking Retirement: A New Approach Beyond Traditional Pensions
Embracing Regeneration: The Academy of Life Planning’s Vision for Transformative Communities
Introduction: At the Academy of Life Planning (AoLP), our journey is not just about financial planning; it's about catalysing a transformative shift in communities. In line with our commitment to lifelong learning, adaptability, and resilience, we're integrating the principles of regenerative communities into our ethos. This blog outlines how we, at AoLP, aim to regenerate … Continue reading Embracing Regeneration: The Academy of Life Planning’s Vision for Transformative Communities
Embracing the Future of Financial Planning: The Game Plan for Holistic Wealth
In a world where financial complexity is ever-increasing, the Academy of Life Planning introduces a transformative approach to financial planning – one that transcends traditional methods and aligns with your life's broader goals, encompassing mind, body, heart, and spirit. Why Traditional Financial Planning Falls Short Historically, financial planning has been product-centric, often offered as a … Continue reading Embracing the Future of Financial Planning: The Game Plan for Holistic Wealth
Bridging the Paradigm Shift: A Guide for Visionaries in Any Industry
Introduction: The Art of Embracing Change In a world that is constantly evolving, the ability to facilitate and navigate paradigm shifts is a skill crucial not just for survival, but for thriving. This article is a call to the change-makers in every industry – those who see beyond the horizon and dare to imagine a … Continue reading Bridging the Paradigm Shift: A Guide for Visionaries in Any Industry
The Power of a Personal Mission: Crafting Your Life’s Vision
In a world where companies meticulously craft mission statements to navigate their journey to success, the notion of individuals doing the same for their lives remains relatively unexplored. Yet, as visionaries at the Academy of Life Planning, we understand the profound impact of aligning one's life with a clear mission and vision statement. The Corporate … Continue reading The Power of a Personal Mission: Crafting Your Life’s Vision
Rethinking Financial ‘Guidance’: A Call for Transparency and Integrity
Introduction: In the realm of financial services, the terms 'guidance' and 'advice' are often used interchangeably, leading to a significant misalignment between consumer expectations and the reality of the services offered. It's time to confront this issue head-on, challenging the industry to uphold higher standards of transparency and integrity. The Misconception of Guidance: The term … Continue reading Rethinking Financial ‘Guidance’: A Call for Transparency and Integrity
It’s not all about me—the two types of financial planning!
There are two ways to do financial planning. The traditional way is financial planning with a view to intermediation. This way has loads of financial advantages. The view to intermediation makes the fee VAT-exempt. The distribution makes it an FCA-regulated activity. This affords protection from the Financial Ombudsman and the potential to make claims against … Continue reading It’s not all about me—the two types of financial planning!
Unveiling the Elite Planner Accelerator Programme: Your Gateway to Financial Planning Excellence
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 … Continue reading Unveiling the Elite Planner Accelerator Programme: Your Gateway to Financial Planning Excellence
Academy of Life Planning 