Welcome to a future-ready approach to financial planning, where your career aligns with your values, and your clients’ lives are genuinely transformed. The Academy of Life Planning (AoLP) offers an inspiring alternative to traditional financial adviser academies, free from product sales targets, regulatory burdens, and corporate red tape. Here, you are not just trained to … Continue reading The Academy of Life Planning: Empowering the Next Generation of Holistic Wealth Planners
Tag: passive-income
Choosing Your Path: Salaried Financial Adviser or Self-Employed Holistic Wealth Planner?
In recent years, a growing number of accountants have been exploring career paths in personal financial planning. This shift reflects a desire to leverage their financial expertise to provide comprehensive, client-focused advice. Organisations like the Institute of Chartered Accountants in England and Wales (ICAEW) have recognised this trend, offering resources and communities to support professionals … Continue reading Choosing Your Path: Salaried Financial Adviser or Self-Employed Holistic Wealth Planner?
100 Ways to Generate Extra Income: A Lifeline for 35-49-Year-Olds Facing Financial Crisis
The 'rainy day' we save for is here for 1 in 5 old millennials and young generation X. The ‘rainy day’ that people often talk about saving for is here for many. With a large number of households having little to no savings, it’s crucial to find alternative ways to boost your finances. Research by … Continue reading 100 Ways to Generate Extra Income: A Lifeline for 35-49-Year-Olds Facing Financial Crisis
Could having a financial planning side hussle help with the succession of independent financial advice firms?
Having a financial planning-only side hustle could indeed offer a lifeline for the succession of independent financial firms, especially in the context of the challenges highlighted by Warren Ingram from Galileo Capital. Let’s explore the potential benefits: Diversification of Revenue Streams: A side hustle in financial planning, distinct from the core advisory services of a … Continue reading Could having a financial planning side hussle help with the succession of independent financial advice firms?
Happy Financial Advisers: Optimal Asset Strategies for Retiring From Regulated
Let me show you the tools of Holistic Financial Planning and apply them to a Financial Intermediary as a client. The Master Framework is called the GAME Plan; Goals and Actions Means Execution. There are planning frameworks within the framework. For simplicity, we joined the conversation at M for Means. Here, we have the adviser's … Continue reading Happy Financial Advisers: Optimal Asset Strategies for Retiring From Regulated
The Evolving Concept of Retirement: Work as a Continuous Journey
The balance between continuing productive work and enjoying the leisure and freedom retirement offers. The traditional retirement model, synonymous with a life of leisure following decades of work, is undergoing a significant transformation. An increasing number of individuals are considering a blend of work and leisure as they enter what was once seen as the … Continue reading The Evolving Concept of Retirement: Work as a Continuous Journey
Finding Financial Freedom: Strategies for Extra Cash in Challenging Times
One in five Britons are preparing for a year without disposable income, which is a sign of the ongoing cost-of-living crisis, according to a recent study by Quilter, which sheds light on a worrying reality in an era of financial uncertainty. This alarming trend is most pronounced among those over 50, nearly half of whom … Continue reading Finding Financial Freedom: Strategies for Extra Cash in Challenging Times
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