As AI gains agency, the role of the planner shifts from expert to orchestrator — from authority to conscience. Introduction Artificial intelligence is evolving faster than any technology in living memory. The latest frontier—agentic AI—can not only generate ideas but act upon them, executing complex, multistep tasks once thought uniquely human. For CEOs, this shift … Continue reading Holistic Wealth Planners in the Age of Agentic AI: How to Lead with Wisdom When Machines Can Think
Tag: chatgpt
Why ChatGPT Users Aren’t the Industry’s Next Leads — They’re the Industry’s Successors
By Steve Conley, Founder, Academy of Life Planning When St James’s Place AI lead Peter Ferguson recently told the Money Marketing conference that “people using ChatGPT for advice could be a good thing,” he was half right. Yes — it is a good thing.But not for the reason he imagines. Ferguson suggested that AI users … Continue reading Why ChatGPT Users Aren’t the Industry’s Next Leads — They’re the Industry’s Successors
🌍 Beyond Robo-Advice: How Life-First AI Can Redefine Wealth for Humanity
“If we train AI on product pipelines, it will entrench dependency.If we train it on human purpose, it will amplify sovereignty.” Artificial intelligence is transforming finance — but so far, it’s been trained to think like a salesperson, not a human being. Recent moves by big tech into financial advice (see below) signal a powerful … Continue reading 🌍 Beyond Robo-Advice: How Life-First AI Can Redefine Wealth for Humanity
🌍 The Age of Empowerment: Building a Future Where People Train the Machines
“The river of humanity always finds its way to the sea — no matter how many rocks lie in its path.” The age of empowerment has begun. For centuries, power has flowed upwards — from people to institutions, from workers to shareholders, from communities to corporations. The financial system became the crown jewel of that … Continue reading 🌍 The Age of Empowerment: Building a Future Where People Train the Machines
📰 From Headlines to Justice: How Citizen Investigators Can Use AI to Track Their Cases
“Information is power — but only if you can keep hold of it.” One of the biggest frustrations for victims of financial exploitation is that stories flare up in the news and then… nothing. Months go by. Updates are hidden behind paywalls or buried in regulatory filings. By the time the next development surfaces, it’s … Continue reading 📰 From Headlines to Justice: How Citizen Investigators Can Use AI to Track Their Cases
The Future of AI: Lessons for Financial Planners
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
🤖💬 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)
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?
🎾 When AI Calls the Shots: Why Displaced Line Judges (and You) Need a GAME Plan
Wimbledon 2025 made history — and not just for tennis. For the first time ever, the tournament has eliminated every human line judge, replacing them with AI-powered Hawk-Eye systems. What once took 300 trained officials has now been reduced to camera arrays, algorithms, and pre-recorded voices declaring “out.” It’s efficient. It’s precise.But if you're a … Continue reading 🎾 When AI Calls the Shots: Why Displaced Line Judges (and You) Need a GAME Plan
🌞 AI & Justice: Shining Sunlight on the Shadows of Financial Exploitation
“Sunlight is the best disinfectant.” These words, penned by US Supreme Court Justice Louis Brandeis in 1914, echo louder today than ever. At the Transparency Task Force’s recent event, we heard this phrase used not just as a metaphor—but as a mission. We’re living in a time when financial exploitation is not the exception but … Continue reading 🌞 AI & Justice: Shining Sunlight on the Shadows of Financial Exploitation
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