🌱 Lessons from the Green Energy Transition: Human Capital is the New Renewable

Lessons from the Green Energy Transition: Human Capital as the New Renewable for Wealth Planners By Steve Conley, Academy of Life Planning As the world transitions from fossil fuels to renewable energy, a parallel transformation is underway in the financial planning profession. Just as the energy sector is learning that technology alone cannot drive sustainability … Continue reading 🌱 Lessons from the Green Energy Transition: Human Capital is the New Renewable →

Lessons from Adam Smith for Holistic Wealth Planners

Human Capital is the Seed of Prosperity, and Moral Capital is the Soil it Grows In When most people hear the name Adam Smith, they think of the “invisible hand,” free markets, and the birth of capitalism. Yet few recall that the same man who wrote The Wealth of Nations (1776) also wrote The Theory … Continue reading Lessons from Adam Smith for Holistic Wealth Planners →

🌀 The Next Plot Twist: Retire From Regulation, Not From Financial Planning

As a wave of financial advisers prepare to sell their practices, a deeper question is emerging: What comes next? According to AFH Wealth Management’s recent White Paper, one in three advisers are planning to sell or exploring options to sell, citing rising operational costs, regulatory fatigue, and a desire to crystallise the value they’ve built. … Continue reading 🌀 The Next Plot Twist: Retire From Regulation, Not From Financial Planning →

🚨 Tokenisation: Innovation or Illusion?

A cautionary note for investors on the FCA’s latest push toward digital asset markets The FCA’s enthusiasm for asset tokenisation — representing ownership of real-world assets on distributed ledgers — is being marketed as a breakthrough for efficiency, accessibility, and innovation. But before we get swept up in the hype, investors should pause and ask … Continue reading 🚨 Tokenisation: Innovation or Illusion? →

🎓 The SJP “Graduation”: When Professional Dreams Become Financial Servitude

By Steve Conley – Academy of Life Planning / Get SAFE Initiative The Ceremony and the Story Last week, St James’s Place (SJP) held its 2025 Adviser Academy Graduation at London’s Science Museum — a celebration of 175 newly qualified “financial advisers” entering what was described as a profession of purpose, growth, and community impact. … Continue reading 🎓 The SJP “Graduation”: When Professional Dreams Become Financial Servitude →

💡 Why Equal Access to Human Capital Is the New Engine of Growth

Lessons from global research on education, inequality, and empowerment In 2002, economists Amparo Castelló and Rafael Doménech published a groundbreaking study, Human Capital Inequality and Economic Growth, examining data from over a hundred countries between 1960 and 2000. Their findings carry profound implications not just for policymakers — but for us as Holistic Wealth Planners … Continue reading 💡 Why Equal Access to Human Capital Is the New Engine of Growth →

From Agentic Organisations to Empowerment Movements: Rethinking AI and Humanity in the Age of Collaboration

By Steve Conley, Founder, Academy of Life Planning (AoLP) 🌍 A New Paradigm Emerges McKinsey recently announced what it calls “the largest organizational shift since the Industrial and Digital Revolutions” — the rise of the Agentic Organization. In this model, humans and artificial intelligence (AI) agents work side-by-side to deliver value at near-zero marginal cost. … Continue reading From Agentic Organisations to Empowerment Movements: Rethinking AI and Humanity in the Age of Collaboration →

🌌 The Aquarian Awakening: From Outer Faith to Inner Realisation

By Steve Conley, Founder of the Academy of Life Planning “The real mystery isn’t whether it happened once in time — but whether it happens in us now.” 🌠 A New Dawn in Human Consciousness Humanity stands at a turning point.The old order of hierarchy, fear, and intermediation is dissolving.A new consciousness is emerging — … Continue reading 🌌 The Aquarian Awakening: From Outer Faith to Inner Realisation →

🌿 “Life Planning Is Not a Cult — It’s Conscious Suitability”

By Steve Conley, Founder, Academy of Life Planning When George Kinder says “we’re not a cult,” he’s right. Life Planning, at its heart, is a disciplined, structured, and ethical practice rooted in autonomy — not allegiance. I trained under George and share his conviction: you cannot do financial planning properly without first understanding life itself. … Continue reading 🌿 “Life Planning Is Not a Cult — It’s Conscious Suitability” →

What Holistic Wealth Planners Can Learn from Meister Eckhart

“The eye with which I see God is the same eye with which God sees me.” – Meister Eckhart Few thinkers bridge the gap between spirituality and practicality as powerfully as Meister Eckhart. A 13th-century Dominican mystic and theologian, Eckhart’s insights into inner freedom and divine presence read today like a guidebook for conscious living … Continue reading What Holistic Wealth Planners Can Learn from Meister Eckhart →