The human purpose of financial planning is compelling. But does that mean the traditional financial advice business model is the only way to pursue it? By Steve Conley, Founder, Academy of Life Planning | 9 November 2026 A remarkable statistic According to research published by the Women's Wealth Alliance in 2025, 93% of women who … Continue reading 93% of Women Recommend Financial Advice as a Career. But Which Career Are They Recommending?
Tag: money
Financial planning without asset hoovering: why AI changes the economics
By Steve Conley, Founder, Academy of Life Planning | 4 November 2026 What if you could buy financial planning without agreeing to move your investments? What if the price reflected the help you needed, rather than how much money you had? And what if the person helping you had a reason to make you more … Continue reading Financial planning without asset hoovering: why AI changes the economics
The FCA identified the problem six years ago. Are you still paying for the wrong service?
What the regulator’s findings mean for people who wanted financial planning but were offered an ongoing investment relationship By Steve Conley | Academy of Life Planning You had a question. Could you afford to retire? Could you help your children financially? Could you buy your dream home? Could you change career without putting your future … Continue reading The FCA identified the problem six years ago. Are you still paying for the wrong service?
You Asked for Financial Advice. Did You Get the Planning Help You Needed?
After 15 years of listening to people let down by financial advice, I've finally understood who my business is for. And why AI could change everything. By Steve Conley | Founder, Academy of Life Planning | 26 October 2026 Over the past few weeks, I've been taking a hard look at my business. Not at … Continue reading You Asked for Financial Advice. Did You Get the Planning Help You Needed?
You can have more money and still feel that something is missing
Introducing the Total Wealth Wheel — free to use You can have a healthy bank balance and no time to enjoy it. A successful career and relationships that rarely get your attention. A carefully planned retirement and little idea what you want to retire into. We recognise these situations. Yet when we talk about wealth, … Continue reading You can have more money and still feel that something is missing
Your experience is not behind you. It is your most valuable asset.
Introducing Get ICE: I Continue Earning There is a familiar script for later life. Work hard, save enough, reach a certain age, and stop earning. For many people, that script no longer fits. Some want to keep contributing. Some need more income than their savings will provide. Many feel both things at once. Yet the … Continue reading Your experience is not behind you. It is your most valuable asset.
The life plan is yours. Who owns the assets?
A question for life planners working inside regulated firms You sit with someone and ask what matters. You help them see the life they want, the trade-offs they face and the choices they can make. It is the most human part of planning. Then the commercial machinery starts. The plan identifies assets. The firm brings … Continue reading The life plan is yours. Who owns the assets?
Your Future Financial Life Cannot Be Separated From the Future World in Which You Will Live
What might the future require of me — and what forms of wealth will help me meet it? Most financial plans make forecasts. They forecast your pension. Your investments. Your income. Your expenditure. Inflation. Investment returns. Perhaps your life expectancy. Then they project those numbers twenty, thirty or forty years into the future. But there … Continue reading Your Future Financial Life Cannot Be Separated From the Future World in Which You Will Live
Two Ways to Delegate Your Wealth: Bundled Advice or Specialist Delegation?
If you have accumulated significant wealth, who should you delegate it to? For many people, the conventional answer is simple: Find a good Independent Financial Adviser and let them look after it. There is another way. Instead of asking one advisory relationship to encompass planning, investments, products and ongoing oversight, you can separate the jobs: … Continue reading Two Ways to Delegate Your Wealth: Bundled Advice or Specialist Delegation?
Why Does a Three-Hour Problem Lead Naturally to a Thirty-Year Commercial Relationship?
Why Does a Three-Hour Problem Lead Naturally to a Thirty-Year Commercial Relationship? If you can now earn a good living solving people's financial problems without capturing their assets, why are you still making surrender of the assets a condition of helping them? A person walks into a financial planner's office with a problem. Perhaps they … Continue reading Why Does a Three-Hour Problem Lead Naturally to a Thirty-Year Commercial Relationship?
