Navigating the world of financial planning can often feel overwhelming, especially when you're eager to elevate your career and make a real impact on clients’ lives. At the Academy of Life Planning, we understand that our range of services and development opportunities can sometimes seem like a maze. That's why we’ve created a concise, user-friendly … Continue reading Introducing Our New Brochure: The Holistic Wealth Planner: Your Pathway from FS Pro to Holistic Wealth Planner (HWP)
Tag: wealth
Exploring the Threshold Hypothesis: Can More Money Really Buy Happiness?
For years, we’ve been told that money can’t buy happiness. But if that’s the case, why do so many of us strive to earn more, save more, and invest more? What if there’s a point where income does contribute to happiness, but only up to a certain level? This question has been explored in depth … Continue reading Exploring the Threshold Hypothesis: Can More Money Really Buy Happiness?
The Wealth of Well-Being: How Financial and Life Satisfaction Intersect
In today’s fast-paced world, achieving financial well-being is often seen as the ultimate goal. But is financial success alone enough for a fulfilling life? In A Wealth of Well-Being: A Holistic Approach to Behavioral Finance, Professor Meir Statman delves into the heart of this question. He introduces a refreshing perspective on how financial decisions are … Continue reading The Wealth of Well-Being: How Financial and Life Satisfaction Intersect
The Wealth Industry’s Existential Crisis: Can Technology and Transparency Save the Day?
In the world of financial advice, a seismic shift is underway. Regulated financial advisers are being pushed to segment their client bases more aggressively, aiming to tailor services to consumers' specific needs. This ostensibly makes sense, as it focuses resources on clients with higher investable assets, complex needs, and a penchant for frequent contact—essentially, the … Continue reading The Wealth Industry’s Existential Crisis: Can Technology and Transparency Save the Day?
Financial Advice and Wealth Accumulation: A Misinterpretation of Statistics
In the world of financial planning, industry pundits often misinterpret surveys and statistics to paint an overly simplistic picture of the benefits of financial advice. One pervasive misconception is the assertion that clients who receive financial advice are inherently wealthier than those who do not. See this article, People taking advice from loved ones £42k … Continue reading Financial Advice and Wealth Accumulation: A Misinterpretation of Statistics
Beyond Wealth: Embracing Self-Transcendence in Financial Planning
In the realm of financial planning, the concept of self-transcendence offers a transformative perspective, extending beyond the traditional focus on wealth accumulation to encompass a holistic view of well-being. This article explores the importance of self-transcendence in financial planning, drawing upon empirical evidence and theoretical insights. Self-Transcendence: A Brief Overview Self-transcendence represents the highest level … Continue reading Beyond Wealth: Embracing Self-Transcendence in Financial Planning
Understanding Social Return on Investment (SROI) through the Lens of Effective Altruism
In the realm of philanthropy and investment, particularly within the framework of the Academy of Life Planning, there exists a pressing need to recalibrate our understanding of wealth creation and utilisation. For those among us who have attained sufficient wealth to realise self-actualisation desires, the journey often extends beyond personal fulfilment towards the realm of … Continue reading Understanding Social Return on Investment (SROI) through the Lens of Effective Altruism
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