💡 From Debt Prisoner to Life Planner: A Way Forward for Struggling Advisers

By Steve Conley, Founder – Academy of Life Planning They say we’re the experts.The ones people turn to for clarity, security, and peace of mind. But what happens when the financial adviser is the one feeling trapped? What happens when you are the one secretly battling the burden of debt? 🎭 The Hidden Reality of … Continue reading 💡 From Debt Prisoner to Life Planner: A Way Forward for Struggling Advisers

Transitioning from SJP to a Financial Planning Firm Without Regulatory Debt Restrictions

Understanding the Dilemma According to FT Adviser, many St. James's Place (SJP) advisers are currently grappling with the challenge of plummeting practice valuations and significant debt burdens. The recent economic environment, coupled with the specifics of SJP’s internal valuation methods, has placed advisers in a precarious position. The situation echoes troubling precedents set in Australia, … Continue reading Transitioning from SJP to a Financial Planning Firm Without Regulatory Debt Restrictions