Are you an SJP adviser feeling the pressure?Or do you know someone stuck in that system—frustrated, exhausted, conflicted? If so, you’re not alone.And there is another way. ✅ Let’s start with two simple questions: Do you want to run a planning business built around your values, not someone else’s targets? Do you believe clients deserve … Continue reading Is It Time to Leave St. James’s Place? Discover a New Path in Financial Planning
Tag: marketing
🧭 Reimagining Financial Empowerment in the Aquarian Age: A Response to FCA CP25/17
By Steve Conley, Founder, Academy of Life Planning The FCA's Consultation Paper CP25/17, “Supporting consumers' pensions and investment decisions: proposals for targeted support,” sets out to close the so-called “advice gap” through a new regime of cohort-based recommendations. But to those of us working to empower individuals, not intermediaries, this paper represents a step backwards—toward … Continue reading 🧭 Reimagining Financial Empowerment in the Aquarian Age: A Response to FCA CP25/17
🚶♂️ Thinning the Herd: How the Banking Elite, Government, and Captured Regulators Are Rigging the System
For all their talk of fairness, financial institutions and regulators have a habit of showing their true colours when it matters most. They say one thing, but their actions paint a very different picture. And if history has taught us anything, it’s this: when powerful institutions face accountability, they don’t just fight back—they try to … Continue reading 🚶♂️ Thinning the Herd: How the Banking Elite, Government, and Captured Regulators Are Rigging the System
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
Lessons from the ASA Ruling on Zimran Ltd: A Wake-Up Call for Online Financial Education Providers
Today’s Advertising Standards Authority (ASA) decision against Zimran Ltd, trading as Prosperi Academy, highlights the critical importance of transparency, accuracy, and responsibility in advertising financial education services. The ruling serves as a valuable lesson for providers in this sector, urging all to reassess their marketing strategies to ensure they build trust rather than erode it. … Continue reading Lessons from the ASA Ruling on Zimran Ltd: A Wake-Up Call for Online Financial Education Providers
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
Fair Value Assessments for Holistic Wealth Planners: A Practical Guide
Fair value is at the heart of delivering transparent, ethical, and client-focused financial planning services. For holistic wealth planners, especially those not bound by regulated adviser rules, understanding and implementing fair value assessments is essential to create accessible, personalised, and meaningful service offerings. Here’s a guide to structuring fair value assessments that resonate with clients … Continue reading Fair Value Assessments for Holistic Wealth Planners: A Practical Guide
D2C Investors Drive AJ Bell’s Success: A Growing Trend
AJ Bell, a prominent investment platform, has seen significant growth in its direct-to-consumer (D2C) segment, a trend that highlights the increasing empowerment of individual investors. In the three months ending 30 June, Citywire reported that AJ Bell secured net inflows of £1.7 billion, a 55% increase compared to the same period last year. This surge … Continue reading D2C Investors Drive AJ Bell’s Success: A Growing Trend
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