Lessons for Holistic Wealth Planners from the Human Capital–Gallup Correlation MapBy Steve Conley | Academy of Life Planning Holistic Wealth Planners already know that numbers alone don’t create wealth — people do. Johan’s insightful mapping between Dr Mahesh Daru’s Human Capital Framework and Gallup’s Microeconomic Pathway makes this truth undeniable. It shows, with data and … Continue reading Human Capital Is the Hidden Engine of Holistic Wealth
Tag: leadership
🌍 Meaning Is the New Currency of Recruitment
When Purpose Becomes the Bait There was a time when financial advice was sold as a career of prestige, profit, and professionalism. But not anymore. The new recruitment language of our industry has changed — and it tells us something profound about where society is heading. Last week, St. James’s Place — the UK’s largest … Continue reading 🌍 Meaning Is the New Currency of Recruitment
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
Psychopathic Traits in Financial Services: Prevalence, Impact, and Regulatory Responses
By Steve Conley, Founder, Academy of Life Planning Author’s Note: A Personal Prelude In December 2007, just months before the Global Financial Crisis erupted and Royal Bank of Scotland Group (RBS) became one of the most infamous taxpayer bailouts in history, I was made redundant from my role as Head of Savings and Investments Strategy. … Continue reading Psychopathic Traits in Financial Services: Prevalence, Impact, and Regulatory Responses
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
The Personal Development Cycle: From Creation to Manifestation
Life is a journey of growth, change, and renewal. The personal development cycle is a timeless framework that mirrors the ancient cycles of nature, guiding us from inspiration to manifestation. Just as the seasons flow seamlessly into one another, so too does the journey of personal and professional growth follow a productive, clockwise path—a cycle … Continue reading The Personal Development Cycle: From Creation to Manifestation
Discover Your Purpose: Unveiling the Four Whys That Drive Your Life
Richard Barrett's Four Whys Process is a transformative tool designed to help individuals uncover their deepest motivations and align their actions with their true purpose. By exploring both internal and external motivations, this method enables you to craft personal mission and vision statements that resonate with your core values and aspirations. Understanding Internal and External … Continue reading Discover Your Purpose: Unveiling the Four Whys That Drive Your Life
The Four Scenarios of Values Alignment for Financial Planners: Outcomes and Strategies
At the heart of every financial planning career lies a simple question: Are your values aligned with your work environment? This question often goes unasked, yet it profoundly influences your happiness, effectiveness, and long-term success. As we explore the four scenarios of values alignment, we’ll uncover how recognising and addressing this alignment can empower you … Continue reading The Four Scenarios of Values Alignment for Financial Planners: Outcomes and Strategies
Wokery at Work: Why a Growing Number are Choosing Early Retirement
In the past few years, we’ve seen a shift in workplace culture that's leaving many seasoned professionals feeling burnt out, confused, and frustrated. It’s not the workload, but the new unwritten rules that seem to demand a form of mental gymnastics just to keep up. Terms like "woke culture," "diversity," "inclusivity," and "DEI" (Diversity, Equity, … Continue reading Wokery at Work: Why a Growing Number are Choosing Early Retirement
Redefining Learning at the Academy: A Call to Mastery
During a recent Town Hall meeting, I was asked about my motivation for writing. Is it a meticulously planned process, or do spur-of-the-moment inspirations guide me? My response was straightforward: inspiration often strikes in the heat of emotion, revealing profound lessons and insights. It's these strong emotions that lead me to explore deeper, seeking the … Continue reading Redefining Learning at the Academy: A Call to Mastery
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