In an era where the pace of change is incessant, the financial advisory landscape is on the cusp of a transformative shift. Traditional models, primarily focused on managing portfolios and regulated investments, are making way for a holistic approach that treats clients as the focal point, rather than their financial assets. The adviser of tomorrow … Continue reading The Dawn of the Non-Intermediating Financial Concierge: Revolutionising the Advisor-Client Relationship
Tag: business
Cultivating Purpose and Spiritual Wellbeing in Global Wellness Initiatives
In the evolving narrative of corporate wellness, the emphasis on spiritual well-being has emerged as a critical element, reflecting a deep-seated cultural value shared across diverse global communities. A McKinsey survey revealing the high importance placed on spiritual well-being by global respondents underscores this shift towards integrating purpose and service to others within wellness programmes. … Continue reading Cultivating Purpose and Spiritual Wellbeing in Global Wellness Initiatives
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
Academy of Life Planning 