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The Weekly Waffle

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🧇 The Weekly Waffle – Academy Town Hall Exposé 📅

Hey there, Waffler🌟

Grab a seat and lean in for the juicy bits from our ever-so-grand Friday Lunch Bunch. What’s cooking this week at the Academy of Life Planning's Town Hall? 🍽️


Expect a dish served piping hot with a side of saucy revelations and zesty quips. Where else can you mix business with a hefty dose of gossip, all while munching on waffles? 🎯


Kick back, indulge, and get your fill of news that’s as tantalising as a fresh-off-the-iron waffle. Bon appétit—or should we say, gossip away! 😏🍽️


🧐 Ancient Wisdom, Modern Spin – Prisca Theologia Unveiled 🧩

Guess what? I just penned an article diving deep into Prisca Theologia, connecting ancient wisdom with today's personal development hype. From the mystic lands of Sumer, Egypt, and India 🌍, to the brainy musings of Plato and Aristotle 🎓, and the teachings of Hinduism, Buddhism, Judaism, Christianity, and Islam 📚, we see a timeless quest for the divine and our cosmic address.


Fast forward to 2017, and we have Hector Garcia's Ikigai Framework. Now, hold onto your hats—some so-called personal coaches are bashing Garcia’s model, claiming it offends Japanese culture and misses the mark on true Ikigai. 🤔 Spoiler alert: They’re just playing dirty to push their own agenda, which ironically, goes against the very integrity at the heart of Japanese culture. Buddhism and Shinto, Japan’s spiritual heavyweights, each have their own ancient takes on Prisca Theologia: the Dharma wheel and the natural cycle of creation. Want more on this historical rollercoaster? Dive in here. 🕵️‍♂️


😳 Why Are We Ashamed to Admit We Work in Financial Services? 💼

Ever squirmed when telling someone you work in financial services? Been the butt of jokes at social gatherings? We feel your pain. 😒 The stigma is real, and it’s frustrating. Our latest blog post takes a deep dive into why our industry gets such a bad rap and, more importantly, what we can do to change it. Spoiler: it involves a hefty dose of transparency, a sprinkle of ethical practices, and a major shift from lining our own pockets to actually caring about our clients. Imagine that! 💡

Curious about how we can turn the tide? Check out the full article here. 🧐


🐔 The Chickens Have Come Home to Roost in Financial Advising! 💸

For over a decade, financial advisers have enjoyed the gravy train of recurring fees from assets under management. But guess what? The party's over, and the bill is due. With legal claims piling up and liabilities rearing their ugly heads, the industry is in for a serious wake-up call. 📉 Want to know what this reckoning means for the future of financial advising? Spoiler: It's not all sunshine and rainbows. Dive into the gritty details and potential fallout here. 🌪️



🔄 The Financial Advice Industry is Transforming! 🧠💼

The financial advice industry is undergoing a major makeover! To future-proof our practices, it's time to ditch the asset-gathering obsession and embrace a holistic financial planning profession. Yes, you heard it right—let's focus on every aspect of our clients' lives: mind, body, heart, spirit, and finances. 🧘‍♀️❤️💰 Curious about how this radical shift can benefit you and your clients? Spoiler alert: It’s actually good news. Check out our latest blog post for all the juicy details. 📖✨

Read More Here!



🤖 Introducing ChatGPT 4o – Your New Financial Wizard! 💼✨

We’re beyond thrilled to announce the launch of ChatGPT 4o, the latest and greatest in financial technology! Imagine having a personal Chatbot Concierge to manage your financial affairs with the ease and precision of a seasoned pro. Sounds dreamy, right? 🌟 This cutting-edge AI is set to turn the financial industry on its head, automating tasks, and dishing out personalised advice like it’s no big deal. Want to know how this transformative tech can supercharge your financial planning? Spoiler: It’s a game-changer. Dive into our latest blog post to get the lowdown on this revolutionary innovation. 🚀

Read More Here!


🧐 VAT and FCA Regulations in UK Financial Planning – Your Must-Read Guide 📚

Hold onto your hats, folks! We’ve just dropped a must-read article on the delightful nuances of VAT and FCA regulations in UK financial planning. Whether you’re an intermediating or non-intermediating planner, this guide is packed with crucial insights you simply can't afford to miss! 💼🔍 Dive into our detailed scenarios explaining when financial planning services get slapped with VAT and how they cozy up with FCA regulations. From standalone advice to integrated financial intermediation, we’ve got the roadmap to navigate these tangled webs. 🕸️ Oh, and don’t miss Scenario C—where advice-only financial planning falls under FCA regulation but still gets hit with VAT. Because, of course, it does. Curious? Get all the juicy details here. 🕵️‍♂️

Read More Here!



🌟 Discover the Missing Pillar of Wellbeing! 🧘‍♂️

Back in 2010, Rath and Harter thought they nailed it with their five essential elements of wellbeing: Career, Social, Financial, Physical, and Community. Nice try, but they missed a biggie—Spiritual Wellbeing. 😇 Spiritual wellbeing is the secret sauce that provides meaning, purpose, and connection. Without it, true balance in life is just a pipe dream. The McKinsey Health Institute’s survey backs this up, showing spiritual health matters across all demographics. Who knew? Curious about why spiritual wellbeing is so crucial and how to actually cultivate it? Check out our latest blog post. Let's embrace this holistic perspective and support each other in finding real meaning, connection, and purpose in our lives. 🌍✨

Read More Here!


🌍 Planning My Life – AI: Saving the World, One Financial Plan at a Time 🤖

Guess what? We’re thrilled to share how AI is transforming lives and, oh yeah, saving the planet too! 🌟 Our latest blog post, inspired by the McKinsey report on "AI for Social Good," dives into the wonders of technology. "Planning My Life" is harnessing AI to tackle world poverty and arm individuals with cutting-edge financial planning tools. Because who doesn't want a robot helping them manage their finances? 🤷‍♂️ Join us in our mission to make financial planning accessible, transparent, and downright empowering for everyone! 🌐💼

Read More Here!


🤑 Offers: Money Habitudes – Be A Guinea Pig! 🐹

In case you haven’t noticed, the financial landscape is evolving. To keep up, Money Habitudes is revamping its products to resonate with today's clients and practitioners. And guess what? They need your help to test out their newly revised statements! They're aiming for over 1000 responses in this research phase, and they’d love it if you could share this link with your network. Because, really, what’s better than roping your friends into being guinea pigs too? Help us out and share the love! 💌

Share the Link Here!


🎓 Events: CPD Masterclass – The Project Manager 📊

Transform your financial planning practice! Join us for an exclusive workshop where you’ll master the “Actions” component of the GAME framework with the Blockbuster ROADMAP. 🎥 Available now on our VOD channel, with an accompanying workbook ready for download on File Share—FREE for members. Because who doesn’t love free stuff?


What You’ll Learn:

  • Guide clients through obstacles

  • Create actionable solutions

  • Maintain client motivation

  • Build comprehensive action plans

Key Takeaways:

  • Practical strategies for financial coaching

  • Techniques to keep goals fixed and inspiring

  • Tools for client motivation and success

Boost your skills and enhance your client's journey from dreaming to actually making things happen! If you’re not a member yet, why not join for just £19/month? Link here.

Join Now!


🎉 Partner Parade: Meet PlannerPal! 🤝

You are cordially invited to join us for a captivating hour at our Potential Partner Parade featuring PlannerPal and its co-founder, Mark Whitcroft! 🕺💼


Date: Thursday, 23rd MayTime: 4:00 PM BSTLocation: Zoom Meeting (Online)


Entrance is FREE. Because who wouldn’t want to see the future of financial planning for free?

Click here to register!


Curious? Check out the Planner AI Assistant in action in this 8-minute video: Watch the demo!


Why should you join us?

Because PlannerPal is not just another tool; it’s a groundbreaking AI assistant tailored to revolutionise how we handle client interactions and documentation! 📈🤖 Here’s what you can expect with PlannerPal:

  1. Voice to Text: Effortlessly capture every critical detail from your client meetings, whether they're face-to-face or via Zoom. 🗣️📝

  2. Summaries Made Easy: Avoid the hassle of replaying recordings. Receive concise, actionable summaries automatically. 📋✨

  3. Smart Document Drafting: Draft emails and complex documents with ease, saving you precious time. 📨⌛

  4. Search Smart: Quickly revisit past conversations. No more forgetting important personal details like a client’s grandchild's name! 👶🔍

Integrating seamlessly with your CRM, PlannerPal ensures everything you need is just a click away. Built on secure platforms such as Microsoft and AWS, your data’s safety is guaranteed. 🔐💼 Don't miss out on this chance to see the future of financial planning. Join us and be part of the revolution! 🚀



🍷🚪 Curtain Call at the Academy! 🎬

Hats off and glasses up, Town Hall warriors! You’ve just survived another round of the Academy’s infamous Friday Lunch Bunch. 🏆 Scatter freely, but oh—plot twist: there's homework. Because of course, there is. 📚 Check out the hyperlinks we’ve tossed around like a trail of digital breadcrumbs. 📎


Consider the gossip mill officially closed for the week. If you’re craving a blast from the past, browse through our legendary pranks or book your seat for the next session of chaos on May 24th, 2024, at 12 PM London time. 🎟️🕛 Expect a spectacle of snark and chuckles.


That’s it for today’s banter broadcast. Until next time, keep those waffles waving! 🧇


Cheerio,Steve ConleyThe Big Cheese, Academy of Life Planning 🧀




P.S. Well, buckle up, financial adventurers, and click on over to a riveting blog update from the Academy of Life Planning (AoLP), your self-proclaimed partner in the mystical art of transformational financial life planning. 🌟📚 Here, in this treasure trove of wisdom, they're not just doling out financial advice; they're transforming lives with the subtlety of a life coach armed with a spreadsheet. It's not just about money; it's about finding your inner financial peace in a world where peace usually comes with a price tag. So, dive deep into their latest post and find out how you too can turn your financial dreams into reality—or at least into a well-organized plan. Happy navigating! 🚀💼 Link to the enlightenment: Academy of Life Planning: Your Partner in Transformational Financial Life Planning


P.P.S. If you know anyone who would like to be added to our mailing list, please share this link.


Websites: Academy of Life PlanningPlanning My LifeFinancial Life CoachSteve's Blog.


Copyright the Academy of Life Planning Limited 2023. Contact us by email at The Academy of Life Planning Limited is a service sector trading company regulated by the Competition and Markets Authority and Registered in England and Wales number 8016568. Registered office address 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom. Information Commissioner's Office reference number ZA502687.

Mark Scorer


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