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The Weekly Waffle

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๐Ÿง‡ The Weekly Waffle - 15th December 2023 ๐Ÿ“…

Hey there, Academy All-Stars! ๐ŸŒŸ

Today's Friday Lunch Bunch at the Academy Town Hall was a carnival of insights and intriguing discussions. ๐ŸŽช Here's your bite-sized digest, sprinkled with all the juicy bits and handy links. ๐Ÿ”๐Ÿ”—

Expat Extravaganza: Planning for Non-UK-Born Residents ๐ŸŒ With a whopping 9 million non-UK-born residents in London, it's likely that your neighbour, client, or even their pet parrot ๐Ÿฆœ has overseas assets. While regulated advisers might run for the hills at the mere mention of this, we holistic planners laugh in the face of such limitations. Remember, CPD isn't just fancy jargon; it's your golden ticket ๐ŸŽซ to unlocking these international treasure chests.

2024: The Year of The Game Plan Evolution ๐Ÿš€ RLPs have their Life Mastery Shorts, and now TGPs, get ready for your spotlight moment with the 2024 CPD Masterclass Sessions. Forget the yawn-inducing lessons from advisory school; we're diving headfirst into the uncharted waters of non-intermediating financial planning. Nab your tickets in blocks of 4 and gear up for a year of brain-boosting, all available VOD for our busy bees. ๐Ÿ

Tony Field's Leap of Faith ๐Ÿคธโ€โ™‚๏ธ Circle 25th January 2024 in your diaries. Tony Field, our Katalyst Coach, will be live streaming on LinkedIn, sharing his bold journey from the comfy confines of the City to the exhilarating world of personal and executive coaching. Expect a tale of bravery, risk-taking, and a wallet-bulging six-figure income. Booking details coming soon. ๐ŸŽฅ

Sirjeel's Tax Tips ๐Ÿ’ธ Our resident accounting wizard, Sirjeel, dropped some serious knowledge bombs on Lamplighters this week. Did you know auto-enrolled pension scheme members are practically throwing higher-rate tax relief out the window? ๐Ÿ’ธ With a decade of auto-enrolment behind us, it's high time to ask: how much tax are your clients unknowingly overpaying?

Alchemy of Assets โœจ Regulated advisers might obsess over that tiny 5% of investments that are regulated. But what about the 40% property/real estate, 40% occupational pensions, and that tantalising 10% in savings accounts? And let's not forget intrinsic assets like skills, reputation, and know-how โ€“ they could be worth up to 50 times their extrinsic value. The Academy is here to guide you in identifying and leveraging these hidden treasures.

FCA's Fence-Sitting: Advice vs. Guidance ๐Ÿค” The FCA's paper DP23/5 sparked more animated discussions. They see an 'advice gap'; we see a 'selling gap'. Perhaps the masses donโ€™t really want to see advisers, and maybe the feeling is mutual. Enter our non-intermediating financial planners, equipped with solutions that don't break the bank. ๐Ÿ’ฐ

Toolkit Tales: A Case Study ๐Ÿงฐ This week, we tackled a challenging scenario: elderly parents, worried about their son's lack of direction, and hesitant about life planning. Our approach? A mix of Ikigai Canvas, a 100-year life diagnostic tool, an inspirational clip, and an eye-opening video on adviser fees. The aim? To ease parental worries and inspire a life of crescendo and significance.

Robin Powell's Anti-Fraud Mantra ๐Ÿšซ With fraud accounting for a staggering 50% of reported UK crime, Robin Powell's latest video is essential viewing. His solution to scam calls? Just one finger โ€“ and no, not that one โ€“ to hang up! โ˜Ž๏ธ

10 New Skills for Financial Planners ๐Ÿ“š Traditional financial advice, step aside. We're diving into 10 innovative skills like creating assets from scratch, challenging the conventional FIRE method. This one's for the rest of us who arenโ€™t kickstarting our wealth-building journey in our 20s.

That's all, folks, for this week! Stay tuned for our final Town Hall before Christmas. ๐ŸŽ„

Here's your personal invite, don't forget the crimbo jumper! ๐Ÿงถ๐ŸŽ„ Topic: Town Hall Q4 2023 - Friday Lunch Bunch Time: Dec 22, 2023 12:00 PM London Every week on Fri, 1 occurrence(s) Dec 22, 2023 12:00 PM

Please download and import the following iCalendar (.ics) files to your calendar system. Weekly: Calendar Link. Join Zoom Meeting Meeting Link. Meeting ID: 875 9917 5295 Passcode: 410915

Missed out on previous waffles? Catch up [here].

Cheerio! Let me know if there's anything else you need! ๐ŸŒˆ๐Ÿ‘

Steve Conley

Founder, Academy of Life Planning



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