What does it take to lead a happy and fulfilled life? For decades, this question has intrigued researchers, philosophers, and everyday people alike. A landmark study, launched by Harvard University in 1938 and spanning 85 years, has provided a striking answer: happiness is deeply rooted in the quality of our social relationships. While money, career … Continue reading Whole-Person Wellbeing: The Key to Happiness is Social Fitness
Tag: mental-health
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
Holistic Wealth Planning: Navigating Life Before Money
Holistic wealth planning isn’t just about managing your finances—it’s about shaping your life, understanding your journey, and aligning your resources with your purpose. At the heart of this approach lies a powerful truth: before you plan your money, you must plan your life. When we closely examine a life plan, we uncover a profound psychological … Continue reading Holistic Wealth Planning: Navigating Life Before Money
Arthur C. Brooks: A Beacon for Finding Purpose and Fulfilment
At the Academy of Life Planning, we celebrate thought leaders whose ideas align with our mission of helping individuals and practitioners create balanced, purpose-driven lives. Arthur C. Brooks is one such inspiring figure, whose transformative work resonates deeply with our ethos and the principles of the GAME Plan framework. With a unique blend of academic … Continue reading Arthur C. Brooks: A Beacon for Finding Purpose and Fulfilment
Empowering Financial Professionals: Navigating Personal Growth and Purpose Through the Ego-Soul Journey
In the financial services industry, navigating the journey from ego-driven goals to soul-centred purpose can be both challenging and rewarding. Our latest article explores how professionals can embrace personal growth through the stages of individuating, self-actualising, integrating, and ultimately serving. Discover how aligning your career with your values can lead to a life enriched with … Continue reading Empowering Financial Professionals: Navigating Personal Growth and Purpose Through the Ego-Soul Journey
Spiritual Health in the Workplace: Integrating Holistic Wealth Planning into Employee Benefits
Today’s workplace is evolving, with a growing understanding that health isn't just physical or mental; it encompasses spiritual well-being as well. Recent research reveals that spirituality—our quest for meaning and purpose—can have profound effects on overall health, enhancing resilience, happiness, and engagement. For employers, this is more than an emerging trend; it's an opportunity to … Continue reading Spiritual Health in the Workplace: Integrating Holistic Wealth Planning into Employee Benefits
Discover Your Core Values with the Schwartz Values Assessment: A Path to More Meaningful Life Decisions
Celebrating World Values Day 2024: Discover Your Core Values with the Schwartz Values Assessment Thursday, 17th October 2024 marks World Values Day, a day dedicated to celebrating and embracing the values that guide us. Values are the passions in our hearts, the motivations behind our actions, and the glue that binds us together as communities. … Continue reading Discover Your Core Values with the Schwartz Values Assessment: A Path to More Meaningful Life Decisions
We Work to Live: Financial Capital as a Means to an End, Not the End Itself
In today’s world, it’s easy to get caught up in the pursuit of financial gain. But let’s step back and remember: we work to live, not the other way around. Financial capital—our money, savings, and investments—is simply a tool, a means to an end. The real end goal is to live fully, to thrive as … Continue reading We Work to Live: Financial Capital as a Means to an End, Not the End Itself
Why Holistic Financial Planning Should Be at the Heart of Employee Benefits
As Academy planners operating in the employee benefits market, we know that traditional financial wellbeing initiatives often focus solely on short-term financial capital strategies. These include managing liabilities, supporting savings, and assisting employees from one pay period to the next. While these are essential tools, they do not address the deeper, more complex aspects of … Continue reading Why Holistic Financial Planning Should Be at the Heart of Employee Benefits
The Longevity Imperative: A Holistic Approach to Financial Planning
In the realm of financial planning, embracing a holistic approach is essential, and Andrew J. Scott's book, "The Longevity Imperative: Building a Better Society for Healthier Longer Lives," aligns perfectly with this philosophy. This book is a must-read for anyone considering a career in financial planning or those looking to create their own comprehensive financial … Continue reading The Longevity Imperative: A Holistic Approach to Financial Planning
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