🧇 The Weekly Waffle – Academy Town Hall Exposé June 28th, 2024 📅

Story of the Week

Surviving Change: The Wealth Industry’s Wake-Up Call! 

📣 Is your financial adviser more interested in yachts and caviar than your humble savings account? 💸💼 Check out our latest blog post where we spill the tea on how tech-savvy startups are shaking up the old boys’ club with some much-needed transparency and innovation. 🖥️🚀 Remember, it’s not the strongest that survive, but the ones who can actually adapt – thanks, Darwin, for the pep talk! 🧠🔄 Ready to see if the financial dinosaurs can evolve or if they’re headed for extinction? Read on! Read more. 📈😅

Editor

Yep, it’s me, Steve Conley, the mastermind behind turning financial planning into the rollercoaster ride you never knew you needed 🎢✨🧀. Mixing a dash of audacity, a sprinkle of wisdom, and an unstoppable urge to shake things up – 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! 🍽️ Kick back, indulge, and brace yourselves for a feast of news you didn’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. 😏

Your selected articles

Are we seriously still talking about an "advice gap"? 🙄 The financial world would have you believe it’s "impossible" to serve those in need. But spoiler alert: we don't need more middlemen. We need empowerment. 💪 Join the revolution 🌟 and discover how holistic financial planning is the real game-changer. It’s all about plans, not products, and education, not delegation. 📚 Ready to ditch the middlemen and take control? Read more. 📈😅

Personal Planners: 😅 Struggling with a D2C platform for your finances but can’t find a financial planner who isn’t trying to shove your assets onto their adviser platform? You're talking to the wrong people! 🙄 What you need is a financial life coach. 💡

Pro Planners: Ever had a client with a specific money problem, and you just can’t steer the conversation towards holistic financial planning? Yeah, we've all been there. Here’s your fix.🚀 Read more. 📈😅

🔍 Struggling to meet those pesky regulatory standards on vulnerability? 😒 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 🦸‍♂️ to your vulnerable clients! 🎉 Introducing the Academy of Life Planning's suite of magical tools: HapNav 🧭, MoneyFitt 💸, and Flipside 🔄. These gems are packed with everything you need to boost financial literacy 📚 and help your clients actually understand their finances! 💡 No more scrambling to meet the CMA/FCA’s demands. Just click, sign up, and voilà! Instant compliance 👌. Read more. 📈😅

Think the FCA regulations don’t apply to you anymore? Well, think again! 😬 The CMA (yes, those delightful folks) are teaming up with the FCA to ensure we're all treating vulnerable customers properly. 🧐 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 CMA’s latest guidelines. 📚💼 Spoiler: It's more fun than a root canal.  Read more. 📈😅

Are you a parent caring for a disabled child and worried about your retirement? 😟💼 Our latest article takes a hard look at how traditional financial advice might be missing the mark 🎯. Spoiler: it usually does. Learn how a holistic financial planner can actually help you secure your future with smart income strategies and legacy planning. 💡🌟 Discover the real story and find out how to navigate your unique financial journey with confidence and peace of mind. 🧘‍♀️💰 Because who needs more stress, right?🌟 Read more. 📈😅

Talking about stress. Apparently, the state pension is going to vanish into thin air! Or is it? 🤔 Don’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. 🌟💼 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. 🥓💸 Because, honestly, who needs more drama?🌟 Read more. 📈😅

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. 🎉 We’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, we’ve got all the juicy details. 📈💼 Find out what’s keeping the audience engaged – spoiler: it’s as exciting as watching paint dry. But hey, at least you’ll be in the know! 🙄🌟 Read more. 📈😅

🤔 Q: Hey Steve, quick question! How do you handle people who download your spreadsheet and then cancel their subscription? I mean, what’s stopping them from just taking all your hard work for a one-time fee? 💸

😂 A: Ah, the age-old question of how to protect your precious spreadsheets from the sneaky spreadsheet thieves! Let’s break it down, shall we?

Well, it’s quite the conundrum, isn’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 here’s the kicker: while they might think they’re getting away with something, they’re really just missing out on the ongoing brilliance and updates we provide. Plus, karma’s a thing, right? So, let them have their one-time steal – we’ll just keep improving and outpacing them. 😉 🌟 Read more. 📈😅

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 haven’t been around since dinosaurs roamed the Earth 🦖💸. They act like they’ve invented every financial idea ever. 🙄 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. 🚫📄😂 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.

🎓 How to Use MoneyFitt: A Guide for the Perplexed 📚

Ah, dear Academy members, gather 'round as we embark on the most exhilarating journey of all – 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. It’s like Hogwarts, but with fewer spells and more spreadsheets. 🌟 Read more. 📈😅

Thank you for being an Academy subscriber.

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

Member Events:

July 9th: Next Live Session: The Cashflow Coach: because who doesn’t need a financial cheerleader to remind them how to spend and save their own money? 🤑💸🏋️‍♂️

Fed up with the same old cashflow planning where the money gets all the attention? Enter the 'Cashflow Coach' Masterclass – because, let’s be real, your clients deserve more than being just a number on a spreadsheet. 🙄

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 – turning dreams into investable assets. 🌟💸

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

We’re diving into lifetime liability forecasts, potential future scenarios, and crafting a 'Game Plan' that actually makes sense. It’s a life, financial, and business plan all rolled into one – tailored just for your client. 📊🧠

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. Don’t miss out on transforming your approach to financial planning! 🚀

July 17th: HapNav Mastery 👋 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? 😒 It’s time for a change. The future of financial planning is all about empowering clients to take control of their own finances. 🧠💪

Enter HapNav - The Happiness Navigator! 🎉 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. 🙄 With HapNav, your clients will:

🔹 Increase their financial literacy

🔹 Activate their financial potential

🔹 Gain true agency and control over their finances

🔹 Fully own their financial planning process

It’s time to trust in personal power and financial ownership. It’s the way things should be. 🌟 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. 🚀

Join our HapNav Mastery course starting 17th July! 📅

It’s time for the era of financial empowerment to begin. 🏆

👉 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? 😩 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. 📊

Introducing My Finance Future – 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. 💸💡 What's in it for you? 🤔

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. 🎤

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

👉 Register here and mark your calendars. We promise it will be worth the effort (or at least better than binge-watching yet another series). 📅✨

🍷🚪 Curtain Call, 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 July 5th, 2024, at 12 PM London time. 🎟️🕛

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

Toodle-pip,

Steve 

Academy of Life Planning 🧀

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) – your self-proclaimed partner in transformational financial life planning. 🌟📚 Here, they’re not just dishing out financial advice; they’re transforming lives with the finesse of a life coach wielding a spreadsheet. It’s not just about money; it’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 reality—or at least a well-organized plan. Happy navigating! 🚀💼  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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