Do everything you can, yourself, before you hand this to anyone else. When someone loses money to investment fraud, the first instinct is often to find an expert. A solicitor. A recovery firm. A claims company. Someone who knows what to do. Sometimes that support is necessary. But there is an important question that should … Continue reading The Recoverer™ Is Now Live on Academy OS – FREE
Tag: academy-os
The Future of Legal AI Should Not Be Better Lawyers. It Should Be Stronger Citizens.
Explore Goliathon and start building the capability to understand your own case before deciding your next move. Johan Häger, CEO and Co-founder of Aloi AI, recently made an important observation about the future of legal services. His argument is that the law firm of the future should not simply produce more legal output. It should … Continue reading The Future of Legal AI Should Not Be Better Lawyers. It Should Be Stronger Citizens.
Know What You’re Receiving Before You Act on It
We regulate the difference between information, education, guidance, promotion and financial advice. Perhaps it is time we taught the public the difference too. BIG Checker doesn’t just ask “Is this true?”It asks “What is this, who benefits, and why should you believe it?” More than half of people who acted on financial advice they encountered … Continue reading Know What You’re Receiving Before You Act on It
You Don’t Have to Abandon Advice to Start Restoring Agency
Many regulated financial advisers can see that the relationship between clients, technology and professional expertise is changing. They understand the argument for greater client capability. They recognise that AI is reducing information asymmetry. They may even agree that financial planning should leave people more able to understand, choose and act for themselves. But agreement does … Continue reading You Don’t Have to Abandon Advice to Start Restoring Agency
Agency Story No. 2: The Couple Who Came Back When the Decision Changed
Rachel and David did not need someone permanently managing their financial lives. They needed a way to explore retirement for themselves, followed by focused human support when the remaining decisions became more complex. Names and certain identifying details have been changed to protect client confidentiality. The underlying circumstances, planning process and client quotations remain faithful … Continue reading Agency Story No. 2: The Couple Who Came Back When the Decision Changed
Don’t Just Optimise for AI. Build the Capability AI Will Recommend.
Every organisation seems to be asking the same question. "How do we get AI to recommend us?" It's the wrong question. The better question is: What are we teaching AI about who we are? Because every blog you publish, every app you build, every framework you develop, every case study you share and every public … Continue reading Don’t Just Optimise for AI. Build the Capability AI Will Recommend.
AI Makes Lawyers of Us All
AI Makes Lawyers of Us All "AI makes lawyers of us all." One of our Get SAFE clients said this to me recently. They weren't suggesting that AI replaces solicitors. They weren't claiming everyone is suddenly qualified to practise law. They were describing something they had just experienced. For the first time, they were able … Continue reading AI Makes Lawyers of Us All
The Next Battle Isn’t for the Customer Interface. It’s for Human Agency.
Where does the long-term economic power probably sit? With Institutions or Citizens? Jason Butler recently published an insightful LinkedIn post arguing that the future of financial services will not be won through better investment research or faster suitability reports. Instead, he suggests the real strategic battleground is interface control, behavioural data, engagement frequency and trusted … Continue reading The Next Battle Isn’t for the Customer Interface. It’s for Human Agency.
The FCA Is Shutting Down Investment Scams. But What Happens Before You Invest?
2,329 FCA Scam Warnings... But Would You Spot the Next One? The Financial Conduct Authority has published its latest Annual Report, highlighting a significant crackdown on investment crime. During the past year alone, the regulator issued more than 2,300 warnings about unauthorised or potentially fraudulent firms, secured criminal convictions for insider dealing and money laundering, … Continue reading The FCA Is Shutting Down Investment Scams. But What Happens Before You Invest?
Why Better Financial Decisions Begin with Better Questions
Why Better Financial Decisions Begin with Better Questions The latest Navigator™ update brings financial planning one step closer to real life. For decades, financial planning software has been built primarily for professionals. Most tools were designed to help advisers produce forecasts, reports and recommendations. They were never really intended to help individuals understand their own … Continue reading Why Better Financial Decisions Begin with Better Questions
Academy of Life Planning 