Story of the Week

🎉 Introducing "M-POWER: The Money Empowerment Movement" 🎉 Ever feel like the best hands to trust with your money are attached to your own arms? 💪 Well, you’re right. Once again, the ever-so-trustworthy Financial Services Industry (yes, that was sarcasm) has been caught with its hand in the cookie jar. These money-hungry ghouls just can’t get enough! 🍽️💸 Still waiting for trickle-down economics to shower you with cash? Spoiler alert: it’s not happening. Time to stop handing over your financial decisions to the same people who profit from your ignorance. Financial empowerment, anyone? 🚀 Why M-POWER? Because it’s high time you steer your own financial ship. No more fattening up the fat cats. Let’s break the cycle and take back our power. Ready to join the revolution?🧠💼 Read more. 📈😅

Editor

Yep, it’s me, Steve Conley, the genius behind turning financial planning into the unexpected thrill ride you never asked for 🎢✨🧀. With a pinch of audacity, a splash of wisdom, and an insatiable urge to disrupt the status quo – who knew maintaining financial integrity could be this exhilarating?

Good morning, ##firstname##!

Grab a seat, folks, because it's time for the latest episode of Friday Lunch Bunch! 🍽️ Sit back, indulge, and get ready for a buffet of news you never knew you needed. Today, we’ve curated a delightful mix of riveting topics to distract you from your daily chaos. So, without further ado, here are the headlines. 😏

Your selected articles

💼 Ready for a revolutionary take on financial planning? 🧐 Spoiler alert: It’s not just about selling you more stuff. 🚫 Introducing Holistic Financial Planning – because, surprise, your life is more than just your bank account! 💰 🌟 This groundbreaking approach covers your entire existence: mind, body, heart, spirit, and, yeah, your finances too. Want to know how setting goals for all these areas can magically make you live longer and happier? 🎉 Well, maybe not magic, but close enough. Get the lowdown on the GAME Plan – your new life strategy that’s more than just a sales pitch. 📝✨ Check out the article and start planning your #BestLife in every way that matters. 🌟  Read more. 📈😅

🚀 Why Hand Over Your Money When You Can Run the Show? 💼💸 Hey Academy members! Ever wondered why traditional financial planners are so eager to get their hands on your hard-earned cash? 🤔 Well, the times are changing! Our latest article dives into the evolution of financial planning and why the holistic approach is taking over. 🌟 Forget the middlemen, and say hello to empowerment, ownership, and financial literacy. 🧠✨ Discover how you can take control of your financial future and manage your money like a pro. Check out the full scoop here. Let's revolutionise financial planning together! 💪📈🚀 Read more. 📈😅

👀 Curious about the future of financial advice? Spoiler alert: it's robotic. 🤖 At the 2024 Artificial Intelligence in Financial Advice conference, we learned that half of the advisers aged 58+ are planning their exit strategy. Why? Because AI is about to do their job for free. Our advice? Focus on the human touch – psychology, behavioral science, and genuine client care. Plan the client before you plan the money. Check out our latest article for a deep dive into this brave new world. 🌍💼 📰 Read more. 📈😅

👔 Overloaded Financial Advisers: Are We Missing the Mark? 🧐 Our latest article delves into the chaos of outdated practices, tech aversion, and the overwhelming client loads many advisers face. Hear from industry experts on why managing the right number of clients and embracing technology is crucial for sustainable success. Read the full article and join the conversation on the future of financial advising. 💼📊 ✨  Read more. 📈😅

🤑💼 Unpacking the Jargon: Financial Advice vs. Guidance – and Why Banks Can't Get It Right 💼🤑 Ever wonder why talking to your bank about money feels like deciphering hieroglyphics? 🤔 Banks are masters at confusing you with fancy terms while pushing their investment products. 📈💸 Is it advice or guidance? 🤷‍♂️ Spoiler alert: advice means "We'll tell you what to buy," while guidance is more like "Here's some info, figure it out yourself." Yeah, super helpful. 🙄 And don't get me started on "holistic" planning. Banks say it means looking at your whole financial picture, but really, they just want to sell you more stuff. It's time for a shift. We need financial empowerment, not just more sales pitches. 💪💡 Educate yourself, take control, and let's build a future where financial independence is the norm, not the exception. 🌟📚🌟 Read more. 📈😅

🎉 Hey Gen Xers! Guess what? The big 6-0 is just around the corner! 🥳 Time to panic about retirement, right? 😂 But seriously, forget those magical investment fairytales 🪄. It's time to get real. Check out our latest blog on why second-act careers and holistic financial planning are the real deal for a happy, financially secure retirement. 💼✨ 🌟 Read more. 📈😅

🚨 Beware of Scammers! 🚨 Hey everyone! 🌟 Ever dreamt of getting rich quick with just one click? 💸 Well, think again! Scammers are using celebrity names (yes, even the likes of Martin Lewis and Elon Musk! 😱) to lure you into their traps. They promise you fortunes, but all you get is an empty bank account. 🏦💔 We've put together an eye-opening article on how these fraudsters operate and how you can protect yourself. 🛡️ Trust me, you don't want to miss this!🌟 Read more. 📈😅

🚨 Attention all financial scandal survivors! 🚨 Tired of being played by the financial bigwigs? 🤬 Fed up with the endless string of scandals? 🕵️‍♂️ Join the Transparency Task Force (TTF) and let's make some noise! 🎤 TTF is here to help you turn your financial horror stories into a rallying cry for change. 💪 TTF organised Zoom meetings this week to teach you how to give your MP a piece of your mind. 🗣️ From aggressive HMRC tactics to the Bank of America blunders, if you've been a victim, we've got you covered. 💼🌟 Read more. 📈😅

Listen up, folks! 🗣️ Your pension pot is probably your single biggest investment, and who wouldn’t want to take control of that? 💼💰 But, before you get all giddy about self-invested personal pensions (Sipps) putting you “in the driving seat,” 🚗💨 let me hit the brakes and steer you back to reality. 🛑 Just ask Stuart James. One minute, he was cruising towards retirement with a £1 million pension; 🏖️💷 the next, he was left penniless because of a daft transfer method and a handful of greedy thieves. 🕵️‍♂️💸😡 Just remember, your financial planner who is not a financial adviser is someone who won't touch your money, but instead is your professional impartial ally! 🌟 Read more. 📈😅

Big Brother's watching! WOW! 🙄😦🤒 Facebook didn't like me "exploring transparency in financial services" and took me down again!!!! 😡🤬 Good news is, since last time I was shut down, I set up my own uncensored group on Wix. So if you want the uncensored content, sign up to the "Groups" on www.aolp.shop. Asked them to review the decision. They said sorry.🙄😉🌟 If you’re interested in the full conversation that Facebook doesn’t want you to see, head over to AoLP Blog: Understanding the Impact of Transparency in Financial Services: A Key Conversation and watch the video for yourself. 🌐👀 Get ready for the truth they’re trying to hide! 😏📹

🧐 Guess what, folks? Our financial lives just got a spiritual makeover! 📈✨ Dive into my latest article on how spirituality can actually make us better at handling money. Because, of course, what we all needed was another thing to ponder while trying to balance our budgets. 🙃 Curious how your chakras and cheque book align? 💸🔮 Click the link and find out how becoming one with your finances can lead to ultimate peace, prosperity, and, who knows, maybe enlightenment?🌟 Read more. 📈😅

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, unsubscribe from their newsletters, 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," so feel free to plagiarise, copy, and share as your own to your heart's content.

Thanks for being an Academy subscriber. Your membership keeps newsletters like this one coming, and we want to make sure you’re squeezing every last drop of value from your subscription.

Member Live Events:

1. The Cashflow Coach: CPD Masterclass Series 1, Session 8.

🎬 Just finished our latest CPD Masterclass session and you missed it? No worries! You can now catch the recording on our VOD channel. 📺✨ Get ready to dive into the riveting world of financial planning (hold your excitement) where we transform the way you think about money. 💸📈 And guess what? The accompanying workbook 📚, packed with all the nuggets of wisdom you didn't think you'd need, is available for download from the Downloads page. Perfect for those who want to pretend to read it later. 😏✍️ 👉 Watch now Happy watching and downloading! Let's make financial planning a thrilling ride. 🙃🚀

2. Wednesday, 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

3. Thursday, 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). 📅✨

4. CPD Masterclass: Wed 14 Aug 2:00 PM

The Longer Life Practitioner

Attention, all you longevity enthusiasts and financial planning aficionados! 🕒 Mark your calendars for Wed, 14 Aug at 2:00 PM, because our next CPD Masterclass, "The Longer Life Practitioner," is coming in hot. 🔥

In this session, our Game Plan Coach will walk you through the art of living longer and better. Forget the early retirement dreams; we're talking about investing in 'vitality assets'—yes, that's a thing. 💪💡 From mind, body, heart, and spirit, we’ll show you how every choice impacts your well-being and finances.

We’ll explore how to balance physical, emotional, mental, and spiritual assets with your financial resources over a lifetime. And yes, some choices are like bad tattoos—permanent. So, mindfulness is key here. 🧘‍♂️💸 Inspired by Sir Muir Gray’s 'Living Longer Better' programme, we'll discuss how staying economically active in later years trumps the old 'cliff edge' retirement models. 📉💼

This session is your toolkit for guiding clients toward a balanced, fulfilling life that embraces both longevity and financial savvy. 🛠️📈

Join us on Zoom: When: Aug 14, 2024 02:00 PM London Register here: Zoom Registration Link

After registering, you’ll get a confirmation email with all the juicy details about joining the meeting.

Don't miss out—let's make those later years the best ones yet! 🌟💪

🍷🚪 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 19th, 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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