What I see when I look at the financial services industry is the incomplete transformation from salespeople to professional advisers. We are largely an industry dedicated to the sale of financial products. We are not yet a profession concerned with the provision of financial advice. Until the transition is complete it is only right that … Continue reading The Metamorphosis of a Financial Planner
Category: planning
The Twin Peaks of Financial Planning: Consider Both Camps
The Twin Peaks of Financial Planning Business Owners: Do you increase your investment in the intermediary model to dominate the market or is it time to divest the intermediary line? There are two types of financial planners. There is the Financial Intermediary and the Non-Intermediating Financial Planner. The Financial Intermediary is regulated by the Financial … Continue reading The Twin Peaks of Financial Planning: Consider Both Camps
10 Steps: Is Your Financial Adviser A Buying Or Selling Agent?
Wouldn’t it be clearer if there was a wall between advice and product? If someone who said they were an adviser was a buying agent? Someone who said they were an intermediary was a selling agent.
Where’s the reset button?
Press Reset! When to Press Reset: Life Events & Life Plans When might you need to press that life re-set button? You know, the big red one on the top of your head! Life events are significant events that occur throughout your life; these can range from the birth of a child, to marriage or … Continue reading Where’s the reset button?
What’s missing from your money?
Is you! What’s missing from your money? Ever since money was invented, humans, unlike any other living species, have to pay to live on earth! How money comes, how you keep it and how it goes are really important issues for you. You’d like help from people who know what’s best. And you’d really like … Continue reading What’s missing from your money?
Bitter Bonkers but Brilliant!
Your Money or Your Life: Unmask the highway robbers … Enjoy wealth in every area of your life! By Steve Conley An Author’s View (Warning: I hope you’re feeling socially responsible before reading this book!) Disgruntled ex-banker with an axe to grind? At first bitter, then bonkers? Then the author tells you he wasn’t so … Continue reading Bitter Bonkers but Brilliant!
Create Your Own Future!
If we don't create our own future, it's very often the case that someone else will create one for us.
The Full Secret of Creation to Manifestation
There are four states of human existence: Mind, Body, Heart, Spirit Spirit: Intuitive nudges, believing in our thoughts, imagination of the possible, inspired thought that you can trust. Then there is the journey from creation to an altered state, a state of inspiration. This is the setting of inspiring goals. Heart: Feelings. Emotions. Feeling good. … Continue reading The Full Secret of Creation to Manifestation
Academy of Life Planning 