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🌟 Thinking of Retiring from Regulated Advice? 🌟
Are you a financial adviser thinking about stepping away from regulated advice but still want to continue helping clients on their financial journeys? 🤔
At the Academy of Life Planning, we’ve got you covered! 💼✨ Our latest article explores how you can transition to Generic Financial Planning—empowering your clients without the regulatory hassle. Learn how you can provide valuable guidance, educate clients, and stay true to your passion. 🙌
📖 Check out the article here: [Blog Link]
💡 Empower yourself, empower others—take control of your next chapter! 💡 #FinancialPlanning #AdvisorJourney #GenericAdvice #Empowerment #LifePlanning #AcademyOfLifePlanning #FinancialFreedom
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🤖💼 Oh look, another robot coming for your job... or is it?
Turns out, AI isn't just about replacing humans, it's about making your life easier. Who knew? 🙄
Our AI for Life Planners Masterclass is here to show you how to work smarter, not harder. Imagine AI doing the boring stuff like reports and admin, while you sit back and take all the credit. Sounds good, right?
We've got the lowdown on how AI can actually help you stay ahead of the game without breaking a sweat.
Check out the article if you’re curious (or just bored enough) 👉 [Article link here]
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🌟 Exciting News, Life Planners! 🌟
Our A.I. for Life Planners Masterclass is BACK! 🎉 Ready to revolutionise the way you work? 🚀
This course is designed just for you—helping you harness the power of Artificial Intelligence to improve your financial planning practice! 🤖💼 Whether you're looking to streamline your communications 📧, boost your content creation 📲, or generate more leads 🎯, we’ve got you covered!
Here’s what to expect:
✨ 6 engaging sessions over 6 weeks
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🚀 Ready to take control of your future? 🌟
The GAME Plan Experience is here to help you create a life of wealth, well-being, and meaning—all in 8 personalised sessions with Steve Conley 🗝️.
Whether you're looking for financial freedom, clarity in your life goals, or just want to make your future more secure, the GAME Plan is your roadmap to success! 🎯
👥 What do you get?
8 one-to-one sessions to design your personalised plan 💬
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🌟 Ever dreamt of running your own business from home? 🌟
Now you can! 💼✨ With the Academy of Life Planning’s Business in a Box, starting your own holistic financial planning business has never been easier! 💡 You’ll have everything you need to launch and grow a successful business at your fingertips. From personalised training to your very own website – it’s all done for you! 🚀
👉 What’s inside?
✅ One-on-one personalised training & support
✅ A complete business & marketing plan
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Q&A Time! 💬✨
Q: Hi Steve,I enjoyed learning more about HapNav! I noticed you’re still using Voyant alongside it. What’s stopping you from fully switching over? 🤔Curious minds want to know! 😊
Judith
A: Hi Judith,Great question! 😊 HapNav is a bit of a playful tool for our clients – it lets them step into the shoes of a financial planner and answer their big questions. They really enjoy it, especially since it's free to use! 🎉
However, as you saw in the demo, it’s not always perfect and doesn’t quite follow every instruction as smoothly as I’d like. That’s why, when a client prefers me to handle things for them, I turn to Voyant for that extra layer of precision and support. 💼
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💰 Still think your biggest asset is in your savings? 💰
Spoiler alert: It’s not. 🙄
Our true wealth isn’t hiding in your ISA, pension, or investments. It’s in you—your human capital. 📚💪 (CFA Institute Research Foundation backs me up on this). Yet, I bet many of you are leaving this crucial asset out of your lifetime cashflow forecasts. 🤷♂️
Let’s face it—human capital is a much bigger contributor to wealth creation than relying on compound interest to magically grow your savings. 📈✨
Don’t believe me? Try it on Voyant: a) Increase savings by an extra 1% a month, starting now. 🏦 b) Or increase your earnings by 1% a month instead. 💸 c) Or how about adding 10 more years of earnings from doing work you actually enjoy? 👩💻 No retirement countdown needed.
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