In the vast ocean of financial planning and coaching, solopreneurs often find themselves navigating the turbulent waters alone, paddling their own canoes in search of success and fulfilment. It's a journey that, while rewarding, can sometimes feel isolating, with the weight of autonomy bearing heavily on one's mental and physical well-being. However, the quest for … Continue reading Find Your Tribe: A Sanctuary for Solopreneur Financial Planners and Coaches
Category: Uncategorized
The Game Plan: An Ancient Natural Cycle from Creation to Manifestation
In the realms of the infinite, where the fabric of reality weaves itself from the intangible to the tangible, there exists an ancient natural cycle—a cycle from creation to manifestation, known and revered by the Academy of Life Planning's Game Plan practitioners. This cycle is the heartbeat of the universe, the whispering wind of potential … Continue reading The Game Plan: An Ancient Natural Cycle from Creation to Manifestation
Finding Balance: The Synergy of Savings and Sustainable Livelihoods
In a recent discourse, Nikhil Rathi of the Financial Conduct Authority (FCA) advocated for greater public engagement with financial guidance. However, this call raises concerns within a system predominantly oriented towards the interests of product manufacturers and their distributors. While the intention to enhance retirement outcomes is commendable, it inadvertently encourages a model steeped in … Continue reading Finding Balance: The Synergy of Savings and Sustainable Livelihoods
Deepening Understanding of Psychological Development and Consciousness: Insights from Richard Barrett’s Work
Richard Barrett's seminal work, A New Psychology of Human Well-Being: An Exploration of the Influence of Ego-Soul Dynamics on Mental and Physical Health, offers a profound exploration into the stages of psychological development and levels of consciousness. Barrett's framework aligns closely with the integration of the chakra system, presenting a nuanced perspective on personal growth … Continue reading Deepening Understanding of Psychological Development and Consciousness: Insights from Richard Barrett’s Work
Understanding Social Return on Investment (SROI) through the Lens of Effective Altruism
In the realm of philanthropy and investment, particularly within the framework of the Academy of Life Planning, there exists a pressing need to recalibrate our understanding of wealth creation and utilisation. For those among us who have attained sufficient wealth to realise self-actualisation desires, the journey often extends beyond personal fulfilment towards the realm of … Continue reading Understanding Social Return on Investment (SROI) through the Lens of Effective Altruism
Navigating the Future of Financial Advising: A Call to Action
Ensuring Compliance and Building Trust: The Imperative of Documenting and Evidencing Ongoing Reviews In the ever-evolving landscape of financial advising, the stark revelation that 77% of fee income for firms is recurring raises critical questions about the sustainability and integrity of current practices. The Financial Conduct Authority's scrutiny has underscored a fundamental principle: without documented … Continue reading Navigating the Future of Financial Advising: A Call to Action
The “Plot Twist” of M&A in the Financial Advice Sector: From Advisers to Planners
In the dynamic world of financial services, mergers and acquisitions (M&A) represent a pivotal mechanism for growth, transformation, and adaptation. According to Investopedia, M&A refers to the consolidation of businesses or assets through various financial transactions, which signifies significant changes not only in ownership but also in the strategic direction and operational frameworks of the … Continue reading The “Plot Twist” of M&A in the Financial Advice Sector: From Advisers to Planners
The Changing Landscape of Financial Advice: A Generational Shift
In the dynamic world of financial planning, a stark transformation is underway, shaped by the values and aspirations of different generations. Recent research and data from the Financial Conduct Authority (FCA) reveal a concerning trend: a significant decrease in the number of young financial advisers, particularly among Generation Z, contrasted with an increase in advisers … Continue reading The Changing Landscape of Financial Advice: A Generational Shift
Navigating the Retirement Crisis: A Revolutionary Approach for Financial Planners to Secure Elder Boomers’ Futures
In an era where the prospect of retirement is increasingly daunting, the findings of gerontologist Ken Dychtwald in his seminal book What Retirees Want paint a stark picture: the average cost of retirement now exceeds $1,000,000, yet the typical 60-year-old pre-retiree has saved a mere $135,000. This discrepancy signals not just a pending crisis but … Continue reading Navigating the Retirement Crisis: A Revolutionary Approach for Financial Planners to Secure Elder Boomers’ Futures
Live Forever | Connect Eternal
Eternal Life stands as a testament to the potential of technology to touch the most personal aspects of human existence. Through its innovative use of artificial intelligence, it offers not just a service, but a promise: the promise of preserving the essence of who we are for generations to come. As we navigate the complexities … Continue reading Live Forever | Connect Eternal
Academy of Life Planning 