Story of the Week

Feeling a bit 😡 about the state of the world lately? Guess what – it’s kinda our fault! Yep, I said it. We're all a bit guilty here. But don’t freak out just yet. 🙃 Let’s get real. George Kinder talks about how each moment, your life, and our civilization are in OUR hands. 🌿💡👥 ✨ Each Moment is Yours: Get zen 🧘‍♂️, connect with your true self, and find that inner wisdom. ✨ Your Life is Yours: Plan it out! Without a plan, life’s just chaos, folks. 📝💥 ✨ Civilization is Yours: Use your gifts, serve others, and let’s not screw it up. 🌎🤝 Want to dive deeper into this? Check out my latest article and see how we can actually make a difference, together. ✨📖  🌟 Read more. 📈😅

Editor, The Weekly Waffle

Hi, I'm Steve Conley! I ditched the greedy world of City banking to become a life planner solopreneur. My mission? To help people sort out their lives through human capital development, not just managing financial capital. 💪💼 I'm here to dish out the uncomfortable truths and blow up those cozy lies everyone's been clinging to.

Hi, Waffle Aficionado!

Take a seat, everyone, because it's time for the latest installment of the Friday Lunch Bunch! 🍽️ Relax, enjoy, and prepare yourself for a feast of news you never knew you needed. Today, we've assembled an engaging selection of topics to offer a welcome diversion from your daily routine. Without further ado, here are the headlines. 😏

Your selected articles

🚀 Ready to elevate your life planning game? 🌟 Dive into our latest post: “I Ching” and The GAME Plan: Harnessing Ancient Wisdom from Creation to Manifestation 🌱✨

Ever wondered how ancient philosophies can improve your modern life? 🤔 Join us as we blend the timeless wisdom of the I Ching with cutting-edge life planning strategies. 📜➡️📈

Get trained, get accredited, and get ahead. 🎓💼 Ready to become a Game Plan Practitioner? Of course you are! Click the link and let’s make some magic happen. 🪄✨

 🌟  Read more. 📈😅

🎉📚 Just finished George Kinder's latest masterpiece, "The Three Domains of Freedom"! 📚🎉 You know me, devouring a book in a day is no big deal 😉, but this one had me hooked from page one. If you're into life planning (or just pretending to have your life together), this book is a goldmine. 💎✨ George has outdone himself again (shocking, right? 🙄). From the evolution of his wisdom to the surprising nod to cashflow planning, this book has it all. It’s like he peeked into my brain and stole my thoughts on authenticity and purpose. 🧠💡 Three domains: mindfulness/inner practice, life planning, and collaborating with your tribe. Sounds fancy, huh? It's basically a guide to not being a hot mess. 🌟🙌 And let’s not forget his subtle rebellion against outdated hierarchies. Because who doesn’t love a bit of anarchy with their life advice? 😜🔥 Oh, and he’s thrown in some ancient wisdom for good measure. Because, why not? 🕉️🌍 Trust me, you need this book in your life. Get ready to celebrate your newfound clarity and purpose (or at least pretend you have some). 🎊🍾🚀 Read more. 📈😅 Me and George chatting. Bit of confusion over the pond on temperatures—Fahrenheit vs. Centigrade, LOL 🙄😎😁🙏. But then it gets better 👍🌝😉.

🌟 Ever heard of the five pillars of well-being? 🙄 💼 Career Wellbeing 🎉 💖 Social Wellbeing 🥰 💰 Financial Wellbeing 💵 💪 Physical Wellbeing 🏋️‍♂️ 🏡 Community Wellbeing 🌍 BUT WAIT, THERE'S MORE! Ever wonder why your well-being programs leave you feeling... meh? 🙄 ✨ Omitting Spirituality & Religiosity: We've ignored spirituality to keep things secular. No need for deeper meaning, just tick these boxes and you'll be fine. Or so they say. 😉 Read our blog: The Evolution of the Personal Well-Being Index and the Impact of Omitting Spirituality and Religiosity.✨ 📰 Read more. 📈😅

🌟 Explore the Elements of Wellbeing! 🌟 Discover how Career, Social, Financial, Physical, Community, and Spiritual Wellbeing shape a thriving life. Our latest article delves into Gallup's research and aligns it with our holistic approach at the Academy of Life Planning. Unlock your potential and achieve a balanced life enriched with financial security, emotional fulfillment, intellectual growth, and spiritual abundance.✨  Read more. 📈😅

🔮✨ Breaking News: People Actually Taking Control of Their Money! ✨🔮 AJ Bell has discovered that people love saving money on fees. Who knew? 🤷‍♂️ Their D2C clients now total a whopping 360,000 (68% of platformed clients)! 🚀💸 More folks are ditching the middleman and taking their financial destiny into their own hands. Because who wants to pay extra to be told what to do with their money? 💁‍♀️📉 At the Academy of Life Planning, we're all about DIY financial empowerment. 🛠️📈 We're cheering on all the smart cookies making savvy investment choices without hand-holding. 🍪👏 Check out our latest article to see how AJ Bell is riding the wave of self-directed investing. There's nothing more empowering than knowing you're the boss of your financial future. 💪🌟🌟 Read more. 📈😅

Why should the Academy become a professional body for financial planners? Because who needs biased, sales-driven advice when you can have transparency, integrity, and a client-centric approach? 📊💡 Here's the deal: 👉 Empowered Investors: Young, savvy, tech-driven investors want control. 💪💻 👉 Growth of D2C Platforms: These platforms are growing faster than your planner's commission. Coincidence? We think not. 📈🚀 👉 Regulation and Consumer Duty: Clients are sick of hidden fees and empty promises. Time for some real, unbiased advice. 🕵️‍♂️💼 👉 Shifting Market Dynamics: The market's moving. Traditional advisors are struggling, while independent planners are rising. 📉⬆️ Who’s stepping up to provide a voice and a framework for this brave new world? The Academy of Life Planning, of course. 🎓🏆 Read the full article here and see why the future of financial planning is transparent, independent, and oh-so-client-centric. 📖👇 🌟 Read more. 📈😅

🏠🔨 The End of No-Fault Evictions: What It Means for Landlords and Tenants 🔨🏠 Get ready, renters and landlords! The biggest rental reforms in a generation are here to shake things up. Labour’s Renters’ Rights Bill promises tenants the right to challenge rent increases and bans those pesky section 21 “no-fault” evictions. 🏡✋ Landlords, brace yourselves. No more evicting tenants on a whim! Now you'll need to wade through the glorious, backlogged courts. 📜⚖️ Tenants, rejoice! You can finally settle in without the constant fear of being booted out for no reason. 🎉😌 Landlords are in a frenzy, rushing to evict and sell properties faster than you can say "rent hike." 📈😱 Meanwhile, rental prices soar as the market tightens. Fun times ahead! 🌟 Read more. 📈😅

🤔 Check out our life insurance solutions. Oh joy, another day of adulting! 💸 Worried about those pesky bills piling up? 😩 You’re not alone! Apparently, millions of young families are winging it without life insurance, income protection, or critical illness coverage. Because who needs peace of mind, right? 🙄 Check out our latest article on why you should probably care more about this stuff 👇 🌟 Read more. 📈😅

💸🤯 Did you know your savings could be growing at a whopping 0.1%? 🙄 Yeah, not exactly setting the world on fire. Time to break up with your lazy bank and give your cash the workout it deserves. 💪✨ Check out how the Whole Market Cash Management Service can rescue your money from the dark ages of low interest rates. 🌟📈 Trust me, your future self will thank you. 👏💰 Highest instant access fully FSCS protected is currently 5.02%!!! 🙄 👉🌟 Read more. 📈

🚨 BREAKING NEWS: Long-term sick should be forced to seek work, says Labour 🚨 Long-term sick folks, get ready to dust off those CVs! 📝 Alan Milburn has cracked the code 🔍: apparently, making the ill look for jobs is the secret sauce to economic growth! 🌟🙄 🌈 The Shiny Façade: Job boards are a dazzling paradise 🌟... until you realize they’re filled with commission-only telesales jobs that are about as enjoyable as a root canal without anesthesia. 😫📞 💀 The Grim Reality: These "opportunities" promise the moon 🌙 but deliver a black hole for your soul 🕳️. But wait, there’s a Genuine Solution! 🚀 Introducing The Game Plan: Let's use our skills, passions, and a bit of support to create sustainable livelihoods 🌱. Because really, people need help, not threats. 🤝❤️🌟 Read more. 📈😅

📢🤑 Here we go again, folks! Pension companies are at it, drumming up fear and scaring us into handing over more cash. 🙄💸 They've already got £2 trillion but want more! Meanwhile, we're living longer and could be enjoying extended earning years. Let's focus on real solutions: healthier lives, multiple income streams, and investing in ourselves. 💪📈 Don't fall for the scare tactics! It's time for a new, balanced approach to retirement. 👏💰

🌟 Read more. 📈😅

Our pensions are under siege again! 💰👀 The new Labour government is eyeing our £2 trillion pension pots to "boost the economy." Remember Gordon Brown's infamous pension raid? Well, this might just be round two. 🎯💸 Join us as we dissect this worrying development, highlighting the risks and the misplaced priorities of taking more from the young and low-paid. 📉🤦‍♂️ It's high time the government starts talking to the people, not just the power players who stand to profit. 🤝🚫💼 🌟 Read more. 📈😅

🚨🧐 Unmasking the Myths of Financial Advising! 💸💡 Tired of being told you can't manage your own money? 😤 So are we! Check out our latest article that exposes the real deal behind financial advisers and their CEO buddies 🕴️ spinning tales about how helpless we are without them. 🕸️🙄 The truth? You’re smarter than they think! With the internet, finfluencers, and a bit of research, you can handle your finances like a pro. 📚🖥️ All you need is a bit of support, not a pricey adviser looking to sell you something. 💰💪 No more falling for their “advice gap” nonsense. It’s time to reclaim your financial independence! 💥👊🌟 Read more. 📈😅

Tom Selby, our favorite public policy pundit at AJ Bell, thinks it's high time to squeeze more money out of the nation's poorest for the sake of their future pensions. Because who doesn’t love sacrificing today’s financial stability for a comfortable tomorrow, right? 🤔💰 Selby suggests removing the lower earnings band and lowering the minimum qualifying age to 18 for auto-enrolment. This means more money funneled into pensions while the poorest struggle to make ends meet now. Sounds fair? Not so much! 🙄🕳️ 😱 The so-called “wide agreement” is really just pension providers lining their pockets at the expense of those who can least afford it. 🤑🧐 Instead of squeezing the poor dry, let's focus on: 💪 Increasing their earnings, 🛒 Reducing their expenses, 💳 Cutting their debts, 💼 Building emergency funds. Time to tell these financial vampires to back off! 🦇🚫🌟 Read more. 📈😅

My work is "open source," so feel free to plagiarize, copy, and share as much as you like. Thanks for being an Academy subscriber. Your membership keeps newsletters like this one coming, and we want to ensure you’re getting every bit of value from your subscription.

Member Live Events:

1. VOD Partner Parade.

We've just added a library of Partner Parade videos to the Academy website. Yes, you read that right – a whole library. Because who doesn't need more videos in their life? 📚🎥

ACCESS OUR COMPREHENSIVE PARTNER ECOSYSTEM:

We've created a platform of partner exclusives, deals, and offers designed specifically for superhero financial planning advice firms. 🦸‍♂️🦸‍♀️ With our partner ecosystem, you can:

🌍 Increase your reach and expand into new markets
🚀 Accelerate time to market and improve efficiency
⚙️ Optimize your operations and reduce costs
🔧 Enhance your products and services with the latest technologies
🏆 Stay ahead of the competition with access to industry-leading best practices
💸 Access offers, deals, and discounts negotiated by our ever-growing network

Yes, it's as good as it sounds. Our partner ecosystem is designed to help businesses of all sizes and models succeed. Whether you're a start-up looking to grow or an established company looking to stay competitive, our network has something to offer. 💡 Don't miss out on the many benefits of our comprehensive partner ecosystem. Join now and start unlocking the full potential of your business. And while you're at it, don't forget to ASK US ABOUT THE MEMBER DEALS BEFORE YOU BUY! You wouldn't want to miss a good deal, now would you?

✨ Testimonial Time! ✨ "I really enjoyed seeing this presentation and I think it could be an excellent addition to our work. I have assumed that you’re going to ‘do a deal’ with them or should I approach him myself? Clever of you to find out these things - definite advantage of being a member in my view."

Sounds too good to be true? Well, it's not. So, why are you still reading this? Go check it out now!

2. ACADEMY OF LIFE PLANNING PARTNER PARADE WITH KEYLU

🌟 Join Us for the Academy of Life Planning Partner Parade! 🌟
📅 Date: Thursday, 15th August 2024
🕓 Time: 4:00 PM London Time
💻 Platform: Zoom

Are you ready to revolutionize your financial planning and life management? 🌐 Join Steve Conley, founder of the Academy of Life Planning, and our special guest, Ian Dibb from Keylu, for an exclusive virtual event designed to simplify your life and secure your future!

WHAT TO EXPECT:

Introduction to Keylu: Discover how Keylu’s innovative platform can help you organize and manage your important documents, dates, and memories.

Key Features & Benefits: Learn about Keylu’s life management tools, including secure online storage, digital memory capture, and personalized planning features.

Live Demonstration: See Keylu in action with a live demo showcasing its user-friendly dashboard and powerful features.

Interactive Q&A: Get your questions answered by the experts and understand how Keylu can integrate seamlessly into your financial planning strategy.

WHY ATTEND?

Gain insights into cutting-edge tools for life management and financial planning.

Learn directly from experts and get personalized advice.

Enhance your financial security and emotional fulfillment with holistic planning solutions.

Don’t miss this opportunity to elevate your financial planning game with the power of Keylu and the Academy of Life Planning!

👉 Reserve Your Spot Now: Zoom Registration Link

Join us and take the first step towards a simplified, secure, and prosperous future. See you there!
Learn More: Keylu

3. ACADEMY OF LIFE PLANNING PARTNER PARADE  WITH WISE MONKEY

🚀 Join the Academy of Life Planning Partner Parade! 🚀

🌟 Special Guest: Simonne Gnessen 🌟
📅 Date: Tuesday, 20th August
⏰ Time: 4:00 PM London Time
📍 Platform: Zoom

Are you an accredited Game Plan practitioner looking to expand your skill set? Want to offer more holistic services to your clients? This is your chance! Simonne Gnessen, the founder of Wise Monkey, will be presenting the renowned Financial Coach Practitioner Certificate Training Programme and the Community Membership Programme.

Learn how you can add financial coaching to your holistic financial planning services and join a supportive network of like-minded professionals. 💡 Why Attend?

Expand Your Expertise: Add financial coaching to your repertoire, enhancing the value you provide to your clients.

Community Support: Join a vibrant community of financial coaches for peer support, resources, and continuous learning.

Expert Insights: Gain knowledge from Simonne Gnessen's extensive experience in financial coaching.

🎓 Programme Highlights:

Financial Coach Practitioner Certificate Training: Comprehensive curriculum covering coaching techniques, financial planning principles, and client relationship management.

Community Membership: Access ongoing support with webinars, networking events, and exclusive resources to grow your practice.

👥 Who Should Attend?

Accredited Game Plan practitioners seeking to diversify their services.

Holistic financial planners looking to incorporate coaching into their practice.

Professionals committed to enhancing their clients' financial well-being.

📢 Hear from Previous Trainees:
"A life-changing course that helped me find my true calling and improve my practice." - Former Trainee
"The best investment I made in my career. Exceptional support and training." - Certified Coach

Check out the Wise Monkey website: Wise Monkey

Don’t miss this opportunity to advance your career and enhance your holistic financial planning services. Join us on 20th August at 4:00 PM for an insightful session that could transform your practice.

🔗 Register for the AoLP Partner Parade Zoom Meeting: [Registration Link]

Let's add financial coaching to your holistic financial planning practice. See you there!

4. 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. 🚀

It’s time for the era of financial empowerment to begin. 🏆 👉 Available to view now Video-On-Demand.

LIVE HapNav Mastery: Training & Support for Financial Planners

In our HapNav Mastery session, Steve introduces HapNav, a groundbreaking financial planning tool. Designed for individuals and clients, HapNav integrates open banking and offers a unique approach to financial planning, distinguishing itself from other tools like Voyant and Truth. Steve highlights its funding origins, technical support from Envizage, and recognition at the Investment Life and Pension Money Fax awards. The session details HapNav's cash flow planning tool, its sophisticated probabilistic system, and user-friendly features such as a 30-day free trial and seamless bank account integration. Participants are encouraged to engage with the app, provide feedback, and enjoy these sessions for continued learning and improvement.

You are invited to a Zoom meeting.
When: Weds, Aug 7, 2024, 04:00 PM London

Register in advance for this meeting:
Zoom Registration Link

After registering, you will receive a confirmation email containing information about joining the meeting.

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

The Longevity Coach

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 August 2nd, 2024, at 12 PM London time. 🎟️🕛

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

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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