Tag: Steve Conley

💡 The Best Investment I Ever Made Was in Myself

Why I walked away from millions — so others wouldn’t have to Fourteen years ago, I walked away from a six-figure banking career.At that point, I had led retail investment strategy for three of the UK’s five largest banks.On paper, I had everything: title, income, prestige, and comfort. But inside, I knew the truth — … Continue reading 💡 The Best Investment I Ever Made Was in Myself →

A New Paradigm: The Financial Planner’s Transition From The Delegation Model to Empowerment.

What do clients served by traditional advisers really want? According to Vanguard Center for Analytics and Insights, 2019. A Vanguard survey of 1,750 clients served by traditional advisors found empowerment to be the most important attribute of clients’ relationship with their advisers. Yet most advisers have been taught to seek wealthy delegators for an easy … Continue reading A New Paradigm: The Financial Planner’s Transition From The Delegation Model to Empowerment. →

The Big Switch-off: prepare for Sunset?

With the banning of rebates for platform providers, all trail commission/fees will be turned off by 6th April 2016 at the latest. This could mean the loss of many thousands of pounds for many firms unless urgent action is taken. Yet, it could also be a great opportunity for advisers to grow business and ensure … Continue reading The Big Switch-off: prepare for Sunset? →

Meaning and Money Seminar Harrogate 21 October 2014

  Register Today for our Free Seminar, Harrogate, 21st October 2014 Embrace Life. Choose a Meaning & Money Seminar When your life becomes increasingly meaningful and fulfilling, and that is more often your reality, helpful people will enter your life to guide you. As your passion for life rises, obstacles melt away, presenting you with the … Continue reading Meaning and Money Seminar Harrogate 21 October 2014 →