Most people do not need a financial adviser beside them all the time. They need the right tools, somewhere trustworthy to ask questions, and access to an independent second brain when life becomes complex, stressful or uncertain. That is the thinking behind the new Academy of Life Planning Community on WhatsApp, now open to all … Continue reading The Academy Community Is Now Live on WhatsApp
Tag: writing
Agency Story No. 2: The Couple Who Came Back When the Decision Changed
Rachel and David did not need someone permanently managing their financial lives. They needed a way to explore retirement for themselves, followed by focused human support when the remaining decisions became more complex. Names and certain identifying details have been changed to protect client confidentiality. The underlying circumstances, planning process and client quotations remain faithful … Continue reading Agency Story No. 2: The Couple Who Came Back When the Decision Changed
The Hot Shower: Jimmy Carr’s Outlook on Gratitude, Perspective and Modern Luxury
The Hot Shower Thought Most of us step into a hot shower without giving it a second thought. Jimmy Carr suggests we should. He points out that no king, emperor or celebrated figure from a century ago could reliably enjoy what millions of ordinary people now experience every morning: clean, instantly available hot water, delivered … Continue reading The Hot Shower: Jimmy Carr’s Outlook on Gratitude, Perspective and Modern Luxury
Professional Agency: From Selling Shovels to Giving People the Forge
Most professional academies make the same promise. They identify the professional’s dream of freedom, success and independence, then sell them the tools they supposedly need to reach it. A business model. A marketing system. A coaching framework. A qualification. A secret formula. The message is familiar: You can build the practice you want—but only if … Continue reading Professional Agency: From Selling Shovels to Giving People the Forge
Human Harm Story #1: The Judge Who Spoke Up for Justice—and Needed Protection From the Justice System
Before the harm Claire Gilham was a district judge. In her own words, she was what many people would regard as a “bog-standard district judge”: a general practitioner of the civil courts dealing with family disputes, road traffic accidents, mortgage and rent arrears, and the everyday conflicts through which ordinary people encounter the justice system. … Continue reading Human Harm Story #1: The Judge Who Spoke Up for Justice—and Needed Protection From the Justice System
When the Investigator Becomes the Target – Part II
A contemporaneous record of events following my involvement with Safe or Scam Steve Conley Why I am publishing this For several years, various websites, anonymous online reviews and social media posts have made serious allegations about me following my involvement with an organisation called Safe or Scam. Some of those allegations accuse me of operating … Continue reading When the Investigator Becomes the Target – Part II
When the Investigator Becomes the Target
Reputation attacks against people who investigate financial misconduct When people think about financial misconduct, they usually imagine the victims. The pensioner who lost their retirement savings. The family persuaded into a high-risk investment they didn't understand. The business owner who trusted the wrong people. What they rarely consider is what happens to the people who … Continue reading When the Investigator Becomes the Target
AI Makes Lawyers of Us All
AI Makes Lawyers of Us All "AI makes lawyers of us all." One of our Get SAFE clients said this to me recently. They weren't suggesting that AI replaces solicitors. They weren't claiming everyone is suddenly qualified to practise law. They were describing something they had just experienced. For the first time, they were able … Continue reading AI Makes Lawyers of Us All
Before You Accept That Graduate Financial Planning Job, Ask Yourself One Question
Not every financial planning career is built to achieve the same purpose. A growing number of graduates are entering financial planning because they genuinely want to help people. They enjoy personal finance. They care about psychology. They like solving problems. They want to make a positive difference to people's lives. The profession needs people like … Continue reading Before You Accept That Graduate Financial Planning Job, Ask Yourself One Question
When Clients Arrive Having Already Asked ChatGPT, the Advice Model Has Already Changed
Advisers Are Talking About Cutting Fees. The Bigger Story Is Why. A recent Citywire interview with Ian Else carried a headline that should make every financial planner stop and think: "I'm looking at cutting my advice fees because of AI." It's a rational response. If AI reduces the time it takes to research, analyse, write … Continue reading When Clients Arrive Having Already Asked ChatGPT, the Advice Model Has Already Changed
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