“Moving from restricted planning to whole-of-wealth planning isn’t a change of tools —it’s a change of allegiance: from products to people.” Steve ConleyAcademy of Life Planning Why 2026 Is the Year the Profession Must Change By Steve Conley | Academy of Life Planning | December 2025 For more than a decade, the Academy of Life … Continue reading Total Wealth Planning™ Is No Longer a Fringe Idea
Tag: the-game-plan
Human Capital, Finology, and the Human-to-Human Economy
Extending the Vision of Financial Planning 3.0 “AI won’t replace planners. But planners who embrace AI — and truly understand human beings — will replace those who don’t.” Partha Iyengar recently left a comment on LinkedIn that stopped me in my tracks. He celebrated Human Capital and Human-to-Human Connections as the real drivers of progress … Continue reading Human Capital, Finology, and the Human-to-Human Economy
From the Age of Exploitation to the Age of Empowerment
By Steve Conley, Founder – Academy of Life Planning For two thousand years, humanity has lived under the long shadow of the Age of Pisces — the age of empire, conquest, and control. It began with the Romans and spread across continents through systems of colonisation that divided spirit from matter, body from soul, and … Continue reading From the Age of Exploitation to the Age of Empowerment
Crossing the Abyss: The Two Stages of Surrender
How the Divine Designer and the GAME Plan™ complete the same circle Over a decade ago, Richard Barrett described the five steps of soul activation — the journey from ego to purpose, culminating in surrender to the soul.Now, he describes another step: surrender to the One Mind — the field of unity beyond even the … Continue reading Crossing the Abyss: The Two Stages of Surrender
Most financial plans are built on products, not purpose
Yesterday, during our CPD Masterclass The Structurally Trustworthy Architect, a new member challenged me when I said, “Most people’s financial plans are built on products, not purpose.” He was adamant that good financial planners—like him—do factor in human capital strategies when building lifetime cashflow plans. I said, “Then you’re the first financial adviser I’ve met … Continue reading Most financial plans are built on products, not purpose
Beyond Efficiency: Why the AI GAME Plan Is the Structurally Trustworthy Framework for Financial Planning
Three years after ChatGPT’s launch, artificial intelligence has officially come of age.As Nick Eatock notes in Money Marketing, AI is now mainstream in financial advice—praised for efficiency, data analysis, and compliance support. But in the rush to automate, one vital question remains largely unasked: Can AI be trusted to serve people rather than products? At … Continue reading Beyond Efficiency: Why the AI GAME Plan Is the Structurally Trustworthy Framework for Financial Planning
Introducing the AI GAME Plan™: Democratising Total Wealth Planning for Everyone, Everywhere
For 15 years, the GAME Plan has been the backbone of how we help people design lives of purpose, security, and freedom. Until now, it’s mainly been delivered through one-to-one work, workshops, and courses. Today, that changes. The AI GAME Plan is now live — a fully guided, AI-powered experience that helps anyone, anywhere, in … Continue reading Introducing the AI GAME Plan™: Democratising Total Wealth Planning for Everyone, Everywhere
Calling All Financial Planners: It’s Time to Reskill as a Total Wealth Planner
The financial world is changing fast — and so must you.If you’re a financial planner still focused on products and portfolios, it’s time to invest in yourself. The future belongs to Total Wealth Planners — professionals who help people plan their lives, not just their money. Here’s why this shift isn’t optional — it’s your … Continue reading Calling All Financial Planners: It’s Time to Reskill as a Total Wealth Planner
The Divine Designer: Be Who You Were Born to Be
A Mythic Prologue to the GAME Plan™ “And the house, when it was in building, was built of stone made ready before it was brought there:so that neither hammer nor axe nor any tool of iron was heard in the house, while it was in building.”— 1 Kings 6:7 🕊 The Temple That Was Never … Continue reading The Divine Designer: Be Who You Were Born to Be
Uncovering Hidden Blocks: The Theory of MAP and a Holistic Approach to Purpose
At the Academy of Life Planning we believe that true financial and life-well-being isn’t confined to spreadsheets or market forecasts. It reaches deep into the landscape of the mind, body and spirit. The MAP Method™ offers an intriguing bridge between neuropsychology, soul-wisdom and the task of manifesting your purpose. Here’s how we understand it — … Continue reading Uncovering Hidden Blocks: The Theory of MAP and a Holistic Approach to Purpose
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