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The Weekly Waffle

Public·38 members

🧇 The Weekly Waffle - 24th November 2023 📅

Hello, Dear Waffler 🌟

It’s that time of the week again where we serve you the hottest and crispiest news from the Academy of Life Planning's Town Hall. Let's jump into the syrupy goodness of this week's edition! 🚀

Journaling with AI 🤖

ChatGPT 4: Your new diary pal! Discover how to create a Decision Journal aligned with your GAME plan. Intrigued? Click here How to Use Decision Journal on ChatGPT 4.

Pete Matthews’ Seal of Approval ✅

Pete Matthews, the financial guru, supports non-intermediating financial planning. His words of wisdom? Skip the adviser, embrace financial security on your own!

App-tastic Times Ahead 📱

The “Today + tomorrow app” by Simon Phippen is all the rage! It’s free, and we’re showcasing it at our Partner Parade. Don’t miss it!

Feedback Galore 📣

We want your thoughts on services like HapNav, MoneyFitt, and Life Search. Spill the beans – the good, the bad, and everything in between!

Mindset Masterclass with Tony Field 💡

Get ready for Tony Field’s 'Zoom, zoom – Partner Parade' in January. It’s all about supercharging your mindset!

Wisdom from Chris Budd’s Book 📚

Chris Budd’s "The Four Cornerstones of Financial Wellbeing" takes us back to the essentials: Competence, Relatedness, and Autonomy. Reminds me of the early days at Autonomy Financial Planning Ltd.

Educational Escapades 🎓

Check out our list of tools that make learning about finance both fun and accountable!

Client Types: A Trilogy 🎭

Delegators, Collaborators, and Empowered DIYers: Who really wants to escape the clutches of hidden adviser fees?

Financial Education: School Edition 🏫

Should financial education be a must in schools? Even SJP is intrigued!

David vs Goliath: deVere Group Edition 🤺

Championing 900 clients against the deVere Group. It’s a financial showdown!

Free Advice? No, Thanks! 🙅‍♂️

1 in 5 would turn down free financial advice. Talk about being independently minded!

Retirement: Work or Wanderlust? 🌍

43% want to work after retirement, 29% plan to retire abroad. Time to think about those income streams!

Autumn Statement: All Show, No Dough 💸

200 great ideas in the Autumn Statement that won’t cost the Treasury a penny. How resourceful!

Life Planning in the Corporate World 🏢

Using life planning for corporate leadership and employee development – now that’s innovative thinking!

One Pot Pension: Genius or Rehash? 🤔

The chancellor’s One Pot pension proposal – groundbreaking or just a remix of Nest?

Aegon and Brookes McDonald’s Epiphany 🌟

Finally, some get it! COACHING, PLANNING, and ADVICE are distinct entities.

The Missing Survey 🕵️‍♂️

93% see no value in financial advice, says a survey that’s playing hide and seek with us.

AI Power Hour Webinar 🔥

Next Tuesday at 4 pm, join us for the "AI Power Hour" – a free webinar showcasing the latest in AI for life planners. Be there or be square!

You are invited to a Zoom meeting. When: Nov 28, 2023 04:00 PM London Register in advance for this meeting: REGISTRATION LINK. After registering, you will receive a confirmation email containing information about joining the meeting.

Your Exclusive Town Hall Invite 💌

Consider this your golden ticket to next week's Town Hall. Join us for a blend of insight and fun!

Steve Conley is inviting you to a scheduled Zoom meeting. Topic: Town Hall Q4 2023 - Friday Lunch Bunch Time: Dec 1, 2023 12:00 PM London Every week on Fri, 4 occurrence(s) Dec 1, 2023 12:00 PM Dec 8, 2023 12:00 PM Dec 15, 2023 12:00 PM Dec 22, 2023 12:00 PM Please download and import the following iCalendar (.ics) files to your calendar system. Weekly: DOWLOAD DIARY LINK.

Join Zoom Meeting: JOIN MEETING LINK.

Meeting ID: 875 9917 5295 Passcode: 410915


Here's your link to last week - The Weekly Waffle! You can never have too much waffle!!

That wraps up this week's Weekly Waffle! 🧇 Remember, life is too short for dull newsletters. Stay tuned for more!

Until next week, keep those waffles warm and your sense of humour alive! 😄

Cheers, The Waffle Team at AoLP!

Warm regards,

Steve Conley

Founder, Academy of Life Planning



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