Geoff Dyckes RLP®, GAME Plan AccreditedLife-Centred Financial Planner Peer Practice Sharing — Learn What’s Really Working Most advisers don’t need more theory.They need to see how real people are actually building real practices — in the messy middle. That’s exactly what the Practice Management Circle (PMC) is for. PMC is the Academy’s peer learning space … Continue reading PMC Member Showcase
Tag: entrepreneurship
Adviser Bridge: Why the Academy of Life Planning Supports Advisers Before Lawyers Get Involved
Transitions are part of modern financial advice. Yet for many regulated advisers, leaving a firm or changing structure has become one of the most stressful and disempowering moments of their professional lives. Exit conditions, repayment demands, Business Start-Up or support arrangements, restrictive correspondence, and unclear obligations often surface all at once — frequently accompanied by … Continue reading Adviser Bridge: Why the Academy of Life Planning Supports Advisers Before Lawyers Get Involved
From Fee-for-No-Service to Empowered Planning: A New Chapter for Ongoing Advice
In recent years, one of the most striking stories in UK wealth management has centred on SJP. What started as the promise of ongoing advice, review and service has instead, for many clients, become a worrying case-study of paying for something not delivered. The SJP story: When “ongoing advice” became a contested charge SJP has … Continue reading From Fee-for-No-Service to Empowered Planning: A New Chapter for Ongoing Advice
5 Lessons from Businesses to Boost Your Personal Development
Businesses thrive when they focus on their strengths, adapt to change, and pursue opportunities with confidence. These same principles can transform your personal development and help you create a more fulfilling life. Let’s explore five key lessons from successful businesses that you can apply to your journey: 1️⃣ Identify Your Human Capital and Leverage It … Continue reading 5 Lessons from Businesses to Boost Your Personal Development
Lessons We Can Learn from Business Coaches for Solopreneurs: Know Your “Who” and “Why” When Planning Your Financial Future
Running your own business is both exciting and demanding. As a solopreneur, you wear many hats, juggling everything from strategy to execution. But amid the hustle, have you taken the time to dig deep and ask yourself: Who am I? Why am I doing this? These aren’t just abstract questions; they’re foundational to your success, … Continue reading Lessons We Can Learn from Business Coaches for Solopreneurs: Know Your “Who” and “Why” When Planning Your Financial Future
The Next Plot Twist: Transforming Your Career as a Holistic Financial Planner
Imagine this: owning a financial planning firm where you do what you love every day—helping people solve life’s problems and live their best lives. A practice free from the hassle, constraints, or high costs of running a regulated product intermediation business. You focus solely on what truly matters: making a difference in people’s lives. That … Continue reading The Next Plot Twist: Transforming Your Career as a Holistic Financial Planner
Balancing the Rhetoric: The Reality Behind Financial Adviser Recruitment
When financial advice giants recruit fresh talent, they present a polished, alluring image of the industry. However, behind the glossy brochures and motivational career talks, the reality often paints a more nuanced picture. This article seeks to balance their claims with a fair and clear explanation of what aspiring advisers should consider before stepping into … Continue reading Balancing the Rhetoric: The Reality Behind Financial Adviser Recruitment
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