I became a financial planner because I wanted to help people. Not to sell them things. Not to push them down a funnel. But to see them walk away lighter, more confident, and more in control of their lives. The truth is, that’s harder than it sounds. Our industry is built on the gravitational pull … Continue reading Choosing the Harder Road: A Planner’s Pledge to Serve
Tag: business
Your Path to Profit as an Academy Member
From your first affiliate link to running your own full-service practice — here’s how you can earn income while serving clients with integrity. You’ve joined the Academy of Life Planning because you believe in ethical, human-first financial planning. But how do you turn that passion into income? This guide shows you three simple, progressive ways … Continue reading Your Path to Profit as an Academy Member
The Plot Twist: Option 5 – Retire from Regulation, Not from Clients
When financial advisers start thinking about stepping back, the conversation is usually framed around the “big exit.” Consolidators, phased buyouts, successors — the market is full of templates for selling up. But what if you could cash in your business without cashing out on the relationships that matter most? What if you could have your … Continue reading The Plot Twist: Option 5 – Retire from Regulation, Not from Clients
Unfit for Purpose: Why the UK’s Financial Intermediation Model Is Structurally Untrustworthy
By Steve ConleyFounder, Academy of Life PlanningMember, Transparency Task Force Advisory Board For decades, consumers have been assured that financial institutions act in their best interests. From glossy advertising to friendly face-to-face meetings with brokers and advisers, the public is encouraged to believe that customer-facing staff—whether in banks, insurers, or wealth firms—are working for them. … Continue reading Unfit for Purpose: Why the UK’s Financial Intermediation Model Is Structurally Untrustworthy
🧭 Financial Life Coach
A “Done-With-You” Expert Coaching Service for Life’s Most Pivotal Moments By Steve Conley, Founder of the Academy of Life Planning 🔍 Overview Financial Life Coach is a done-with-you coaching service for financially empowered individuals navigating major life transitions. It offers expert, hourly-based holistic wealth planning support — entirely free from institutional conflicts of interest. At … Continue reading 🧭 Financial Life Coach
💻 The Death of Intermediation Software Apps in the Age of Empowerment
By Steve Conley, Academy of Life Planning There’s a quiet revolution underway in financial planning—and some legacy tech players are pretending it isn’t happening. As the Age of Aquarius rises, empowerment replaces extraction. People are waking up. And the old guard—the intermediation platforms built for sales agents masquerading as planners—are fading into obsolescence. 🚧 “You’re … Continue reading 💻 The Death of Intermediation Software Apps in the Age of Empowerment
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
💼 VAT and Financial Advice: Let’s Get Honest
“Advice is not exempt because it feels valuable. Exemption applies because the law says it does.” In the world of financial services, there’s a persistent (and often convenient) misunderstanding: that all financial advice is VAT-exempt. It isn’t. And it’s time we stopped pretending otherwise. As someone working to empower consumers and advisers alike through transparency … Continue reading 💼 VAT and Financial Advice: Let’s Get Honest
Is It Time to Leave St. James’s Place? Discover a New Path in Financial Planning
Are you an SJP adviser feeling the pressure?Or do you know someone stuck in that system—frustrated, exhausted, conflicted? If so, you’re not alone.And there is another way. ✅ Let’s start with two simple questions: Do you want to run a planning business built around your values, not someone else’s targets? Do you believe clients deserve … Continue reading Is It Time to Leave St. James’s Place? Discover a New Path in Financial Planning
Flowing Around the Rock: Ethical Leadership in Financial Services
“A leader is best when people barely know he exists; when his work is done, his aim fulfilled, they will say: we did it ourselves.” — Lao Tzu In the Age of Aquarius, leadership is no longer about dominance, extraction, or control. It’s about flow. About quietly influencing change not by overpowering the rock, but … Continue reading Flowing Around the Rock: Ethical Leadership in Financial Services
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