I’ve sat in the room. I’ve experienced the training.The deep listening.The powerful questions.The emotional breakthroughs. And to be clear—there is real value in that work. For many advisers, it’s the first time they: Slow down Truly listen See the person before the portfolio It can feel transformative. But after the experience fades, a quieter question … Continue reading AI Didn’t Kill Financial Planning. It Exposed What Was Missing.
Tag: writing
From Curiosity to Capability: Answering the Real Questions Behind Total Wealth Planning
“If this works… how does it stay independent?” That’s the right place to start. Because independence isn’t a feature.It’s the foundation. At the Academy of Life Planning, the model is deliberately designed to remove the conditions that typically compromise independence: No product distribution No commissions No reliance on financial institutions No hidden commercial incentives There … Continue reading From Curiosity to Capability: Answering the Real Questions Behind Total Wealth Planning
The Friday Planner Forum Returns
A safe runway for advisers to land, think, and meet fellow practitioners Something interesting has been happening in conversations with financial planners over the past year. Not loudly.Not dramatically. But quietly, almost in the background. More advisers are beginning to ask the same question: Where is our profession heading next? For the last two decades, … Continue reading The Friday Planner Forum Returns
Claude Can Now Draft a Lifetime Cashflow Forecast, for Free!
What that means for client agency — and the future of “advice” in 2026 A quiet line has just been crossed. For decades, a lifetime cashflow forecast has been positioned as something you need software for… and often need a professional to operate. In 2026, that’s no longer true. With a general-purpose AI tool like … Continue reading Claude Can Now Draft a Lifetime Cashflow Forecast, for Free!
AI, Adviser Survival, and the Missing Step Nobody Is Showing
There’s a lot of talk right now about advisers facing an “AI disruption event”. The language is dramatic.Meteorites. Dinosaurs. Extinction. And while the risk is real, the framing is often wrong. What I’m seeing on the ground isn’t complacency or incapability. It’s something far more human. Advisers Aren’t Failing — They’re Overloaded Most advisers I … Continue reading AI, Adviser Survival, and the Missing Step Nobody Is Showing
When You’re Desperate for Answers, the Rabbit Hole Can Look Like Rescue
A Get SAFE guide for people under financial threat If you are facing enforcement, eviction, debt, or court action, your nervous system is not in “research mode”. It is in survival mode. Your brain is scanning for certainty, control, and a way to make the threat stop. That is not weakness. That is biology. And … Continue reading When You’re Desperate for Answers, the Rabbit Hole Can Look Like Rescue
An Invitation to Experience the GAME Plan
Why AI GAME Plan v3.5 Is Being Shared Freely with the Academy Community For a long time, I’ve tried to explain the GAME Plan. I’ve explained the framework.I’ve explained the methodology.I’ve explained how it differs from traditional financial planning. And yet, something kept nagging at me. Because the truth is this: The GAME Plan can’t … Continue reading An Invitation to Experience the GAME Plan
Why the System Tries to Erase Victims — and Why Get SAFE Exists to Keep Them Alive Long Enough to Turn the Tables
There is a pattern that almost no one names, but every long-term victim of financial wrongdoing eventually feels in their bones. When an institution knows it has caused serious harm — and knows that fully acknowledging it would expose regulatory failure, legal liability, or reputational collapse — it does not rush to correct the wrong. … Continue reading Why the System Tries to Erase Victims — and Why Get SAFE Exists to Keep Them Alive Long Enough to Turn the Tables
PMC Member Showcase
Geoff Dyckes RLP®, GAME Plan AccreditedLife-Centred Financial Planner Peer Practice Sharing — Learn What’s Really Working Most advisers don’t need more theory.They need to see how real people are actually building real practices — in the messy middle. That’s exactly what the Practice Management Circle (PMC) is for. PMC is the Academy’s peer learning space … Continue reading PMC Member Showcase
The Bridge: Who you are on the other side
Where you are now (Before the Bridge) People arrive at the bridge carrying some combination of: exhaustion from systems that take more than they give a sense of having been used, overlooked, or misled skills and experience that no longer fit the roles available a quiet knowing that this chapter is over They often describe … Continue reading The Bridge: Who you are on the other side
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