By Steve Conley | Financial Life Coach | Academy of Life Planning As more tools like ChatGPT, Fathom, and other AI assistants become integrated into financial and legacy planning, clients are asking an important question: “Where does my data go—and is it safe?” In this short Q&A, I’ll walk you through exactly how client data … Continue reading 🤖💬 AI & Client Data: What You Need to Know (Q&A)
Tag: writing
A Different Path in Financial Planning: From Selling Products to Empowering People
Imagine you’re standing at a crossroads. One sign points toward the familiar road — a shiny brochure promising a profession, a pathway, a future in financial planning. It looks secure, respected, and even glamorous. But if you listen closely, you’ll hear echoes: stories of clients mis-sold products, of advisers trapped in sales targets, of trust … Continue reading A Different Path in Financial Planning: From Selling Products to Empowering People
⚙️ 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
From Tragedy to Justice: Why I Built Goliathon for the Financially Exploited
[Me & Jessica on our wedding day, 20 June 2024] After watching the Footballers V11 documentary, and listening to others who’ve been financially scammed or suffered financial injustice, one thing becomes painfully clear: People have no one.They trust no one.And rightly so. So… why trust me? What can I possibly offer? Well, I’ve been there. … Continue reading From Tragedy to Justice: Why I Built Goliathon for the Financially Exploited
🌀 The Clock Keeps Ticking: Breaking the Cycle of Regulatory Amnesia
“Everything flows, out and in; everything has its tides; all things rise and fall; the pendulum-swing manifests in everything.”— The Kybalion, The Law of Rhythm We’ve been here before.Lehman. Brexit. COVID. Car finance. SJP. QROPS. Each crisis sparks an outcry.Each outcry invites regulation.Each regulation eventually becomes red tape.And then… deregulation begins again. JB Beckett, in … Continue reading 🌀 The Clock Keeps Ticking: Breaking the Cycle of Regulatory Amnesia
Pisces or Aquarius? The PFS Spends £1 Million—But Whose Future Are They Funding?
“We’re building a profession,” they say. But are we still just dressing up distribution in a new robe?” This week, the Personal Finance Society (PFS), under the influence of its parent body the Chartered Insurance Institute (CII), announced a £1 million initiative to recruit “new blood” into financial planning. They’ve called it Pathway to the … Continue reading Pisces or Aquarius? The PFS Spends £1 Million—But Whose Future Are They Funding?
🚀 Beyond the Essay: Why AI Should Elevate Our Thinking, Not Replace It
By Steve Conley | Academy of Life Planning A recent study from MIT’s Media Lab sent ripples through the AI and education communities. It claimed that using ChatGPT to write SAT-style essays resulted in the lowest brain engagement among participants compared to those using Google Search or working unaided. EEG scans showed diminished neural activity, … Continue reading 🚀 Beyond the Essay: Why AI Should Elevate Our Thinking, Not Replace It
When the Good Guys Get Attacked: Navigating Suspicion in Victim Support Groups
“In times of universal deceit, telling the truth is a revolutionary act.” — George Orwell The Challenge of Helping When you’ve devoted your life to helping victims of financial crime, you expect resistance from institutions—the banks, the regulators, the legal walls that protect the powerful. You don’t expect resistance from the victims themselves. But that’s … Continue reading When the Good Guys Get Attacked: Navigating Suspicion in Victim Support Groups
AI Won’t Wait — And Neither Should You
When it comes to preparing for an AI-powered future, Gen Z has been left hanging.Schools aren’t teaching it. Employers aren’t training for it. Policymakers are watching from the sidelines. And yet, AI is transforming the world of work — right now. According to a recent Gallup and Walton Family Foundation report, while 43% of Heartland … Continue reading AI Won’t Wait — And Neither Should You
🌍 The GAME Plan Goes Global: Now Available in Spanish
At the Academy of Life Planning, we believe that life planning is a universal right—not a luxury. That’s why we’re proud to announce a major milestone in our global mission. 🎉 The GAME Plan training course is now available in Spanish! As part of our commitment to building a truly collaborative, international community of life … Continue reading 🌍 The GAME Plan Goes Global: Now Available in Spanish
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