Evolving Wealth, Consciousness, and the Future of Humanity “We are not human beings having a spiritual experience; we are spiritual beings having a human experience.”— Pierre Teilhard de Chardin Few thinkers have captured the unity of science, spirituality, and human purpose as profoundly as Pierre Teilhard de Chardin (1881–1955) — Jesuit priest, palaeontologist, and visionary … Continue reading 🌍 What Holistic Wealth Planners Can Learn from Pierre Teilhard de Chardin
Tag: holistic-wealth-planning
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
From Product Seller to Purpose Partner: The Rise of the Holistic Wealth Planner
“Financial capital is only part of the picture. True wealth is the life you build with it.” A question I often get asked is this: What’s the difference between a financial planner and a financial adviser? And what on earth is a “non-intermediating” financial planner? Let me demystify it.At the Academy of Life Planning, we … Continue reading From Product Seller to Purpose Partner: The Rise of the Holistic Wealth Planner
Academy of Life Planning 