Every few generations, technology rewrites the rules of society. The steam engine drove the Industrial Revolution. The internet transformed communication, commerce, and culture. Now, AI is reshaping entire industries, including financial services and insurance. For planners in the Academy, the message is clear: AI isn’t optional. It’s existential. The firms and advisers who embrace it … Continue reading The Future of AI: Lessons for Financial Planners
Tag: ai
🤖💬 AI & Client Data: What You Need to Know (Q&A)
By Steve Conley | Financial Life Coach | Academy of Life Planning As more tools like ChatGPT, Fathom, and other AI assistants become integrated into financial and legacy planning, clients are asking an important question: “Where does my data go—and is it safe?” In this short Q&A, I’ll walk you through exactly how client data … Continue reading 🤖💬 AI & Client Data: What You Need to Know (Q&A)
Why Now? Why It Makes No Sense to Delay Learning New Skills
“The best time to plant a tree was twenty years ago. The second-best time is today.” As life planners, we are in the business of preparing people for the future. But there’s a danger: while we focus on helping our clients prepare, we sometimes forget to apply the same wisdom to ourselves. The study on … Continue reading Why Now? Why It Makes No Sense to Delay Learning New Skills
When Goliathon Meets the System: Can AI Be Trusted in the Fight for Justice?
Every tool humanity has ever invented has been double-edged.The printing press empowered ordinary people to read scripture and radical pamphlets — but it was also used to spread propaganda.The internet gave rise to grassroots organising — but also mass surveillance. And now, in our generation, the tool in question is AI. The Concern: Whose AI … Continue reading When Goliathon Meets the System: Can AI Be Trusted in the Fight for Justice?
From Tragedy to Justice: Why I Built Goliathon for the Financially Exploited
[Me & Jessica on our wedding day, 20 June 2024] After watching the Footballers V11 documentary, and listening to others who’ve been financially scammed or suffered financial injustice, one thing becomes painfully clear: People have no one.They trust no one.And rightly so. So… why trust me? What can I possibly offer? Well, I’ve been there. … Continue reading From Tragedy to Justice: Why I Built Goliathon for the Financially Exploited
Footballers Deserve Better: Why They Should Not Be Classified as High Net Worth or Sophisticated Clients
Professional footballers are too often treated by the financial system as “high net worth” or “sophisticated” investors. This classification strips them of the vital protections afforded to retail clients by the FCA and the Financial Ombudsman Service. In reality, they are among the most vulnerable groups in society when it comes to financial exploitation. Their … Continue reading Footballers Deserve Better: Why They Should Not Be Classified as High Net Worth or Sophisticated Clients
Why Investing in Continuous Training Systems Is Essential for the Age of Automation and Globalisation
“Change is inevitable, but growth is intentional.” We are living in a time where technology and globalisation are rewriting the rules of work faster than most education systems or businesses can keep up. Automation, artificial intelligence, and international competition are transforming industries and disrupting careers. In this landscape, the most valuable resource is not financial … Continue reading Why Investing in Continuous Training Systems Is Essential for the Age of Automation and Globalisation
Human Capital: The Evidence for a New Way Forward
For too long, governments, corporations, and even individuals have treated money as the ultimate measure of progress. But research continues to prove what we at the Academy of Life Planning have long argued: the greatest source of wealth is not financial capital, but human capital. A study published in the European Journal of Social Impact … Continue reading Human Capital: The Evidence for a New Way Forward
The GAME Plan for Sovereign Living
One Cycle. Four Steps. A Lifetime of Freedom. 🔷 Proposition Summary The GAME Plan for Sovereign Living is not just a financial planning system—it’s a conscious path for those ready to reclaim autonomy, restore inner harmony, and reshape the world from the inside out. Built on ancient natural cycles and aligned with the Aquarian Age, … Continue reading The GAME Plan for Sovereign Living
🧭 Reimagining Financial Empowerment in the Aquarian Age: A Response to FCA CP25/17
By Steve Conley, Founder, Academy of Life Planning The FCA's Consultation Paper CP25/17, “Supporting consumers' pensions and investment decisions: proposals for targeted support,” sets out to close the so-called “advice gap” through a new regime of cohort-based recommendations. But to those of us working to empower individuals, not intermediaries, this paper represents a step backwards—toward … Continue reading 🧭 Reimagining Financial Empowerment in the Aquarian Age: A Response to FCA CP25/17
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