Guided by Purpose, Powered by AI, Grounded in Humanity Every era redefines what it means to be “successful.”The last one celebrated accumulation — assets, awards, and authority.The next will celebrate alignment — purpose, autonomy, and integrity. The future financial planner stands at that threshold. 💡 From Control to Collaboration Yesterday’s planner built value through control: … Continue reading 🌍 The Future Financial Planner in the Age of Empowerment
Tag: the-game-plan
🌀 The Way, the Truth, and the Life: The Hidden Blueprint of the GAME Plan
“I am the Way, the Truth, and the Life. No one comes to the Father except through Me.” — John 14:6 Few lines in scripture have been quoted more — or misunderstood more deeply — than this one. Taken literally, it can sound like an ultimatum: worship a specific man or be cut off from … Continue reading 🌀 The Way, the Truth, and the Life: The Hidden Blueprint of the GAME Plan
The Trusted Adviser Project – My 15-Year Mission
Trust: What Customers Want Most Fifteen years ago, when I was Head of Investments at HSBC, we set out to understand what mattered most to people when choosing a financial adviser. We expected answers like qualifications, products, or price competitiveness. The response was strikingly clear: the number one priority was Trust. Not performance charts. Not … Continue reading The Trusted Adviser Project – My 15-Year Mission
Weekend Essay: Angela Rayner and the Price of Not Seeking Advice
The resignation of Angela Rayner last week over a Stamp Duty Land Tax (SDLT) dispute has been described as one of the most dramatic political falls in recent years. Once tipped as Labour’s future leader, Rayner now finds herself relegated to the back benches—her career blighted not by scandalous intent, but by a failure to … Continue reading Weekend Essay: Angela Rayner and the Price of Not Seeking Advice
Why Now? Why It Makes No Sense to Delay Learning New Skills
“The best time to plant a tree was twenty years ago. The second-best time is today.” As life planners, we are in the business of preparing people for the future. But there’s a danger: while we focus on helping our clients prepare, we sometimes forget to apply the same wisdom to ourselves. The study on … Continue reading Why Now? Why It Makes No Sense to Delay Learning New Skills
From Exploitation to Empowerment: Why Life Planning Needs a Revolution
Most people enter financial planning with the best intentions. They want to help clients live better lives, not just manage their money. But somewhere along the way, the system twists the purpose. You’re taught that the “business model” of planning depends on assets under management. You measure success by the size of your client’s pot … Continue reading From Exploitation to Empowerment: Why Life Planning Needs a Revolution
The 16 Essentials of a Life Plan: Building Your GAME Plan for Sovereign Living
At the Academy of Life Planning, we believe that true wealth begins not with money, but with meaning. Before you plan your finances, you must plan your life. That’s why we created the GAME Plan — a holistic framework designed to align your values, purpose, and resources with the life you were meant to live. … Continue reading The 16 Essentials of a Life Plan: Building Your GAME Plan for Sovereign Living
⚙️ The Battle for Empowerment
Here’s a storyline battle narrative in the tone of MechWarrior, where the pilots use The GAME Plan Notion Template as their battle computer, and Goliathon as their heavy war machine. It ends in victory. ⚙️ The Battle for Empowerment The sky burned red above the city. Towers of the Extractive System loomed like iron titans, … Continue reading ⚙️ The Battle for Empowerment
Building Futures in El Salvador: How Life Planning is Driving Social Transformation
In late 2023, the government of El Salvador created a new national institution — the Dirección de Integración — with a bold mission: to strengthen social inclusion, reduce poverty, and foster a culture of integration across the country. At the heart of this initiative is the ADN Program on Poverty and the Culture of Integration, … Continue reading Building Futures in El Salvador: How Life Planning is Driving Social Transformation
🎓 When the System Shuts You Out, Build Your Own Path
Why graduates need a GAME Plan for life beyond rejection It’s the question every graduate dreads: “What’s next?”For too many today, the answer is bleak. Rejections from AI-driven recruitment systems, unpaid internships, demoralising trips to the Jobcentre, and—inevitably—signing on for Universal Credit. Recent reports highlight a shocking reality: over 630,000 graduates are now claiming Universal … Continue reading 🎓 When the System Shuts You Out, Build Your Own Path
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