๐Ÿง‡ The Weekly Waffle โ€“ Academy Town Hall Exposรฉ June 28th, 2024 ๐Ÿ“…

The Game Plan for life, man embracing a sun rise.

Story of the Week

 

Surviving Change: The Wealth Industryโ€™s Wake-Up Call! 

๐Ÿ“ฃ Is your financial adviser more interested in yachts and caviar than your humble savings account? ๐Ÿ’ธ๐Ÿ’ผ Check out our latest blog post where we spill the tea on how tech-savvy startups are shaking up the old boysโ€™ club with some much-needed transparency and innovation. ๐Ÿ–ฅ๏ธ๐Ÿš€ Remember, itโ€™s not the strongest that survive, but the ones who can actually adapt โ€“ thanks, Darwin, for the pep talk! ๐Ÿง ๐Ÿ”„ Ready to see if the financial dinosaurs can evolve or if theyโ€™re headed for extinction? Read on! Read more. ๐Ÿ“ˆ๐Ÿ˜…

 
Steve Conley cartoon

Editor

Yep, itโ€™s me, Steve Conley, the mastermind behind turning financial planning into the rollercoaster ride you never knew you needed ๐ŸŽขโœจ๐Ÿง€. Mixing a dash of audacity, a sprinkle of wisdom, and an unstoppable urge to shake things up โ€“ who knew financial integrity could be such a thrill?

 

Good morning, ##firstname##!

 

Grab a seat, folks, because it's time for the latest episode of Friday Lunch Bunch! ๐Ÿฝ๏ธ Kick back, indulge, and brace yourselves for a feast of news you didnโ€™t know you needed. Today, we've handpicked a fine selection of riveting topics to distract you from the chaos of your day. So, without further ado, here are the headlines. ๐Ÿ˜

 

Your selected articles

Are we seriously still talking about an "advice gap"? ๐Ÿ™„ The financial world would have you believe itโ€™s "impossible" to serve those in need. But spoiler alert: we don't need more middlemen. We need empowerment. ๐Ÿ’ช Join the revolution ๐ŸŒŸ and discover how holistic financial planning is the real game-changer. Itโ€™s all about plans, not products, and education, not delegation. ๐Ÿ“š Ready to ditch the middlemen and take control? Read more. ๐Ÿ“ˆ๐Ÿ˜…

Personal Planners: ๐Ÿ˜… Struggling with a D2C platform for your finances but canโ€™t find a financial planner who isnโ€™t trying to shove your assets onto their adviser platform? You're talking to the wrong people! ๐Ÿ™„ What you need is a financial life coach. ๐Ÿ’ก


Pro Planners: Ever had a client with a specific money problem, and you just canโ€™t steer the conversation towards holistic financial planning? Yeah, we've all been there. Hereโ€™s your fix.๐Ÿš€ Read more. ๐Ÿ“ˆ๐Ÿ˜…

Human capital in financial planning.

๐Ÿ” Struggling to meet those pesky regulatory standards on vulnerability? ๐Ÿ˜’ Yeah, we know, it's a total headache! But guess what? We've got a ridiculously low-cost fix that'll make you look like a hero ๐Ÿฆธโ€โ™‚๏ธ to your vulnerable clients! ๐ŸŽ‰ Introducing the Academy of Life Planning's suite of magical tools: HapNav ๐Ÿงญ, MoneyFitt ๐Ÿ’ธ, and Flipside ๐Ÿ”„. These gems are packed with everything you need to boost financial literacy ๐Ÿ“š and help your clients actually understand their finances! ๐Ÿ’ก No more scrambling to meet the CMA/FCAโ€™s demands. Just click, sign up, and voilร ! Instant compliance ๐Ÿ‘Œ. Read more. ๐Ÿ“ˆ๐Ÿ˜…

 

Human capital in financial planning.

Think the FCA regulations donโ€™t apply to you anymore? Well, think again! ๐Ÿ˜ฌ The CMA (yes, those delightful folks) are teaming up with the FCA to ensure we're all treating vulnerable customers properly. ๐Ÿง Get ready to dive into the thrilling world of compliance (I know, try to contain your excitement) and discover why you need to pay attention to the CMAโ€™s latest guidelines. ๐Ÿ“š๐Ÿ’ผ Spoiler: It's more fun than a root canal.  Read more. ๐Ÿ“ˆ๐Ÿ˜…

 

Asset thresholds exclude the unwealthy.

Are you a parent caring for a disabled child and worried about your retirement? ๐Ÿ˜Ÿ๐Ÿ’ผ Our latest article takes a hard look at how traditional financial advice might be missing the mark ๐ŸŽฏ. Spoiler: it usually does. Learn how a holistic financial planner can actually help you secure your future with smart income strategies and legacy planning. ๐Ÿ’ก๐ŸŒŸ Discover the real story and find out how to navigate your unique financial journey with confidence and peace of mind. ๐Ÿง˜โ€โ™€๏ธ๐Ÿ’ฐ Because who needs more stress, right?๐ŸŒŸ Read more. ๐Ÿ“ˆ๐Ÿ˜…

Asset thresholds exclude the unwealthy.

Talking about stress. Apparently, the state pension is going to vanish into thin air! Or is it? ๐Ÿค” Donโ€™t let those fear-mongering financial advisers scare you into emptying your wallets just yet. We've got a refreshing take on this doomsday narrative. ๐ŸŒŸ๐Ÿ’ผ Dive into our latest article where we expose the real story behind these alarmist messages and show you how a holistic approach to financial planning can save your bacon without the unnecessary panic. ๐Ÿฅ“๐Ÿ’ธ Because, honestly, who needs more drama?๐ŸŒŸ Read more. ๐Ÿ“ˆ๐Ÿ˜…

Asset thresholds exclude the unwealthy.

Curious about the latest trends in the UK financial planning profession? Well, get ready to be dazzled by the riveting world of spreadsheets and pie charts. ๐ŸŽ‰ Weโ€™re diving into the popular topics, areas of interest, and types of content that are currently making waves among the financially obsessed. From the ever-thrilling subject of tax-efficient savings to the nail-biting drama of retirement planning, weโ€™ve got all the juicy details. ๐Ÿ“ˆ๐Ÿ’ผ Find out whatโ€™s keeping the audience engaged โ€“ spoiler: itโ€™s as exciting as watching paint dry. But hey, at least youโ€™ll be in the know! ๐Ÿ™„๐ŸŒŸ Read more. ๐Ÿ“ˆ๐Ÿ˜…

Asset thresholds exclude the unwealthy.

๐Ÿค” Q: Hey Steve, quick question! How do you handle people who download your spreadsheet and then cancel their subscription? I mean, whatโ€™s stopping them from just taking all your hard work for a one-time fee? ๐Ÿ’ธ

 

๐Ÿ˜‚ A: Ah, the age-old question of how to protect your precious spreadsheets from the sneaky spreadsheet thieves! Letโ€™s break it down, shall we?

Well, itโ€™s quite the conundrum, isnโ€™t it? We put all this effort into crafting the perfect financial tools, only for some folks to swoop in, grab them, and vanish faster than you can say "free trial." But hereโ€™s the kicker: while they might think theyโ€™re getting away with something, theyโ€™re really just missing out on the ongoing brilliance and updates we provide. Plus, karmaโ€™s a thing, right? So, let them have their one-time steal โ€“ weโ€™ll just keep improving and outpacing them. ๐Ÿ˜‰ ๐ŸŒŸ Read more. ๐Ÿ“ˆ๐Ÿ˜…

 

P.S. IP issues? No sweat. I get it all the time. Pesky American money coaches threatening me for intellectual property breaches, as if asset strategies havenโ€™t been around since dinosaurs roamed the Earth ๐Ÿฆ–๐Ÿ’ธ. They act like theyโ€™ve invented every financial idea ever. ๐Ÿ™„ You might face this too. I don't bother arguing; I just remove my old article and move on, feeling a twinge of pity for these narcissistic aggressors who have nothing better to do than fling lawsuit threats at their competitors. ๐Ÿšซ๐Ÿ“„๐Ÿ˜‚ Life's too short to converse with neg heads!! My stuff is "open source", feel free to copy and share to your heart's content.

Asset thresholds exclude the unwealthy.

๐ŸŽ“ How to Use MoneyFitt: A Guide for the Perplexed ๐Ÿ“š

Ah, dear Academy members, gather 'round as we embark on the most exhilarating journey of all โ€“ navigating the labyrinthine corridors of financial literacy with our trusty guide, MoneyFitt. Who needs Netflix when you have the riveting content of financial education at your fingertips? Dive in and discover how to use MoneyFitt to become the financial wizard you never knew you wanted to be. Itโ€™s like Hogwarts, but with fewer spells and more spreadsheets. ๐ŸŒŸ Read more. ๐Ÿ“ˆ๐Ÿ˜…

Thank you for being an Academy subscriber.

Your membership makes newsletters like this possible, and we want to ensure that youโ€™re making the most of your subscription.

Join Our Membership

 

Member Events:

 

July 9th: Next Live Session: The Cashflow Coach: because who doesnโ€™t need a financial cheerleader to remind them how to spend and save their own money? ๐Ÿค‘๐Ÿ’ธ๐Ÿ‹๏ธโ€โ™‚๏ธ

 

Fed up with the same old cashflow planning where the money gets all the attention? Enter the 'Cashflow Coach' Masterclass โ€“ because, letโ€™s be real, your clients deserve more than being just a number on a spreadsheet. ๐Ÿ™„

In this one-of-a-kind session, we're flipping the script. Instead of obsessing over investment providers, we're guiding clients to their ideal future โ€“ turning dreams into investable assets. ๐ŸŒŸ๐Ÿ’ธ

Here's the deal:
Date: Tuesday, July 9th
Time: 6:00 PM (London Time)

Weโ€™re diving into lifetime liability forecasts, potential future scenarios, and crafting a 'Game Plan' that actually makes sense. Itโ€™s a life, financial, and business plan all rolled into one โ€“ tailored just for your client. ๐Ÿ“Š๐Ÿง 

So, if you're ready to ditch the mundane and embrace a holistic approach that resonates, join us.

RSVP: Zoom Registration Link.

Register now and receive a confirmation email with all the deets. Donโ€™t miss out on transforming your approach to financial planning! ๐Ÿš€

 

July 17th: HapNav Mastery ๐Ÿ‘‹ How to use the worlds first end-user cash flow modeller with open banking inside!!!

Tired of the old, broken model where clients just hand over their assets and hope for the best? ๐Ÿ˜’ Itโ€™s time for a change. The future of financial planning is all about empowering clients to take control of their own finances. ๐Ÿง ๐Ÿ’ช

 

Enter HapNav - The Happiness Navigator! ๐ŸŽ‰ This revolutionary tool gives your clients the power to be their own wealth managers. No more blindly trusting the so-called "experts" to dip into their hard-earned money for fees. ๐Ÿ™„ With HapNav, your clients will:

 

๐Ÿ”น Increase their financial literacy

๐Ÿ”น Activate their financial potential

๐Ÿ”น Gain true agency and control over their finances

๐Ÿ”น Fully own their financial planning process

 

Itโ€™s time to trust in personal power and financial ownership. Itโ€™s the way things should be. ๐ŸŒŸ Join the revolution and start equipping your clients with HapNav today. Because giving them the right tools is just the beginning of a financially empowered future. ๐Ÿš€

Join our HapNav Mastery course starting 17th July! ๐Ÿ“…

 

Itโ€™s time for the era of financial empowerment to begin. ๐Ÿ†

 

๐Ÿ‘‰ Check out the full blog and sign up here

 

 

July 18th: Partner Parade: My Financial Future

Do you find yourself lost in the wilderness of cash flow models? Is your wallet being held hostage by high-end financial planners? ๐Ÿ˜ฉ Well, have we got news for you! Join us on 18th July at 4:00 PM London Time for a Zoom meeting that might just change your financial planning life. Or at least make it a bit more bearable. ๐Ÿ“Š

 

Introducing My Finance Future โ€“ the mid-priced hero we've all been waiting for. Not as pricey as those high-end planners like Voyant, Timeline, Truth, Cash Calc, but definitely more sophisticated than HapNav. Perfect for those "in the middle" complexity clients who just want a straightforward way to keep track of their finances. ๐Ÿ’ธ๐Ÿ’ก What's in it for you? ๐Ÿค”

 

Expert Insights: Hear from the one and only Richard Squire, Founder & CEO, who will share his wisdom (or at least his PowerPoint slides).

Live Q&A: Got questions? Richard's got answers. ๐ŸŽค

 

Community Vibes: Mingle (virtually) with fellow members who are equally lost in the financial planning maze. ๐ŸŒ

 

๐Ÿ‘‰ Register here and mark your calendars. We promise it will be worth the effort (or at least better than binge-watching yet another series). ๐Ÿ“…โœจ

 

  

๐Ÿท๐Ÿšช Curtain Call, Town Hall Warriors!

 

Youโ€™ve just survived another round of the Academyโ€™s infamous Friday Lunch Bunch. ๐Ÿ† Scatter freely, but ohโ€”plot twist: there's homework. Because of course, there is. ๐Ÿ“š Check out the hyperlinks weโ€™ve tossed around like a trail of digital breadcrumbs. ๐Ÿ“Ž Consider the gossip mill officially closed for the week.

 

If youโ€™re craving a blast from the past, browse through our legendary pranks or book your seat for the next session of chaos on July 5th, 2024, at 12 PM London time. ๐ŸŽŸ๏ธ๐Ÿ•›

 

Thatโ€™s it for todayโ€™s banter broadcast. Until next time, keep those waffles waving! ๐Ÿง‡

 

Toodle-pip,

 

Steve 

Academy of Life Planning ๐Ÿง€

 

 

Email: steve.conley@aolp.co.uk

 

P.S.Buckle up, financial adventurers, and dive into the latest blog from the Academy of Life Planning (AoLP) โ€“ your self-proclaimed partner in transformational financial life planning. ๐ŸŒŸ๐Ÿ“š Here, theyโ€™re not just dishing out financial advice; theyโ€™re transforming lives with the finesse of a life coach wielding a spreadsheet. Itโ€™s not just about money; itโ€™s about finding your inner financial peace in a world where peace comes with a price tag. So, check out their latest post and learn how to turn your financial dreams into realityโ€”or at least a well-organized plan. Happy navigating! ๐Ÿš€๐Ÿ’ผ  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 Planning, Planning My Life, Financial Life Coach, Steve's Blog.

 

Copyright the Academy of Life Planning Limited 2024. Contact us by email at info@aolp.co. 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.

 

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