Story of the Week

The Longevity Imperative: If you haven't explored "The Longevity Imperative: A Holistic Approach to Financial Planning," you're missing a gem! 😱 Andrew J. Scott has crafted a bestseller that aligns perfectly with our curriculum. 📚 
This book delves into the future of financial planning, emphasising human capital development, the advantages of extended working lives, and maintaining holistic wellbeing. 💪🧠❤️ Don't miss out on this insightful read! 🌟🌟 Read more. 📈😅

Editor, The Weekly Waffle

Hi, I'm Steve Conley! I left the profit-driven world of City banking to become a life planner solopreneur. My mission is to help people organise their lives by focusing on human capital development, not just financial management. 💪💼 I'm here to reveal uncomfortable truths and challenge the cozy lies everyone holds onto.

Hi, Waffle Aficionado!

Take a seat, everyone, because it's time for the latest installment of the Friday Lunch Bunch! 🍽️ Sit back, relax, and get ready for a feast of news you didn't know you needed. Today, we've gathered an engaging selection of topics to provide a refreshing break from your daily routine. Without further ado, here are the headlines. 😏

Your selected articles

The Longevity Illustrator: Think life planning is just about saving pennies for retirement? Think again! 🧐 Our latest article, "The Significance of the Longevity Illustrator in Life Planning," reveals the importance of incorporating longevity assessments and health and productivity development into plans at all ages. It's not just about more birthdays—it's about staying economically active longer and enjoying leisure whenever we want. 💼💪 Imagine a mid-life sabbatical to travel the world 🌍 or taking time off to watch your kids grow up. 🍼👶 Discover how the Actuaries Longevity Illustrator can transform your financial planning game. Whatever your age! 📊  🌟  Read more. 📈😅

The International Financial Adviser: 🚨 Thinking about escaping the tax hikes by moving abroad? 🌍💸 Before you pack your bags, let’s discuss the financial Wild West you're about to enter! 🌵 Our latest article, "The Financial Wild West: Navigating the Risks for British Expats Considering Moving Abroad," is a must-read guide. 📖💡 Expect dodgy salesmen in flashy suits, shady deals, and regulations that make the Wild West look like a well-organized tea party. 🤠🧐 Learn how to dodge the financial pitfalls and keep your hard-earned cash safe. Spoiler: It involves a lot of scepticism, documentation, and joining Facebook groups for crowd-sourced wisdom. 👀📝🙏 Read more. 👍🌝😉.

Speaking Your Truth: Guess what, folks? Apparently, we're supposed to shshsh 🤫 when it comes to calling out bad behaviour in financial services. Some industry commentators think criticising peers could alienate potential clients. 🙄 Well, sorry, not sorry! 😎💁‍♂️ Check out my latest article, "Speaking Up for Integrity in Financial Services: A Necessary Stand." Some of us still believe in transparency, accountability, and protecting our clients from unethical practices! 🤯👊
To all the victims of scams and scandals out there: WE'VE GOT YOUR BACK. 💪❤️ And to my fellow advisers and planners who dare to speak up: KEEP FIGHTING THE GOOD FIGHT. 🙌👊📰 Read more. 📈😅

The Ubuntu Philosophy: You think you've heard it all in financial planning? Think again! 💡 Our latest article, "Embracing Ubuntu: A Path to Holistic Life Planning," will knock your socks off. 🌱 It's all about how interconnectedness, empathy, and collective well-being can make financial planning truly engaging. Who knew financial planning could be so... touchy-feely? 😏 Dive into this read and see how Ubuntu is shaking things up in the advising world.✨  Read more. 📈😅

Holistic Financial Planning: 🤑💸 Think traditional financial planning is all you need? Think again! 🌳✨ Dive into the world of holistic financial planning where your values, purpose, and passions actually matter! 🎯❤️ Traditional planners: "Let's talk about your money." Holistic planners: "Let's talk about YOU." We're dropping some serious knowledge bombs 💣 with our latest article: "8 Essentials that Differentiate Holistic Financial Planning from Traditional Financial Planning." 📚💥 Wanna know why authenticity, purpose, and well-being beat boring old financial products any day? 💁‍♂️💁‍♀️ Check it out!🌟 Read more. 📈😅

The Professional Body: Currently, there are no professional bodies specifically representing the interests of life planners or holistic financial planners as we define them. 🤔 While we recognise the value of such a body and would support efforts to establish one, the mission of the Academy of Life Planning differs. 🎯 Our primary goal is to define best practices in life planning, train our members in these practices, accredit those who are trained, and provide ongoing support for the successful operation of their life planning businesses. 📚✅💼 🌟 Read more. 📈😅

Steve's Money Marketing Column: 🌟🧐 "Why do clients continue to pay so much for so little?" 🤔💸 Discover why fees in the finance industry remain sky-high, despite offering minimal value. 💰🧾 Join Steve Conley, columnist for Money Marketing, as he dives into the murky waters of financial advice fees and explores what the FCA review might mean for the future. 📉💼 🌟 Read more. 📈😅

The Kokoro Scorecard: 🌟 Ready to unlock the secrets to a "balanced" life? 😂 Take the Kokoro Life Balance Scorecard and discover how off-balance you really are! 🙌 Answer 20 questions and get a personalised report that's probably more accurate than your horoscope. 🌠 Spoiler alert: it’s about more than just your bank account. 💸 We’re talking heart, spirit, mind, and self – because who doesn't want to be reminded of all the areas they need to improve? 😅 Kokoro, a fancy Japanese term for holistic well-being, emphasises thriving emotionally, intellectually, and spiritually. 🌈 🌟 Read more. 📈😅

MoneyFitt Upgrade: Ready to achieve financial nirvana? Hold on to your hats because we’ve got just the thing for you. 🎩 At the Academy of Life Planning, we know that financial activation is the holy grail for any self-respecting financially empowered planner. That's why we’ve enhanced our MoneyFitt course catalogue—a comprehensive financial education library to make you the financial guru you've always aspired to be. 📚💼 And guess what? We’re now handing out certificates for completing each course. 🎓 But wait, there's more! We’ve also added a leaderboard. 🏆 Because who doesn’t love a good brag, right? 😏🌟 Read more. 📈

Resource Links: Just when you thought Planning My Life couldn't get any better, we've added a brand-new Resources page! 🎉👏 What's in it for you? A treasure trove of links to some of the most useful websites out there. 📝✨ Here’s a sneak peek of the goodies:

💰 Money Helper: Because who doesn't need help with money? (Spoiler: Everyone.)

💡 Money Saving Expert: Get those "hot" tips from Martin Lewis himself. (No, he won't save your soul, just your wallet.)

📺 Money Box TV: Finally, something worth watching on TV.

📚 Which? Money: Tips so good, they put a question mark in their name.

💵 Good With Money: Because being bad with money is sooo last year.

🌱 Ethical Consumer: Feel good about where your money goes.

📈 Fund Eco Market: Ethical investments? Yes, please.

🔍 Asset Biogeometric: Your guide to life’s... err... asset assessments.

🔧 Financial Activation: Activate those finances, baby!

💥 ⏳ Life Expectancy Calculator: How long will you live? Find out if you dare.

💪 Healthy Life Expectancy: Because you wanna know how long you'll be healthy, too. Ready to dive in? Of course, you are. Click the link and start exploring. Your future self will thank you. Or not. 😜 🌟 Read more. 📈

Handling Mortgage Rate Hikes: 😒 Oh great, just what we needed... more people pushed into poverty because of rising mortgage rates. 📈🏠 According to the Institute for Fiscal Studies, a staggering 320,000 people joined the poverty club at the end of 2023 due to these skyrocketing costs. Traditional financial planners can't help because, surprise surprise, they only deal with people who actually have disposable income. 🤑💸 But wait, there's hope! 🎉 Enter holistic financial planners, the unsung heroes who focus on developing our human capital (fancy term for skills, connections, and character). They help us leverage entrepreneurial opportunities and create sustainable livelihoods. 🌟💪🌟 Read more. 📈😅

SJP Advisers' Debt Trap: FT Adviser recently highlighted a significant concern: "SJP advisers fear plummeting practice valuations amid debt worries." 📉 Notably, "Under FCA rules, an adviser that owes money cannot work at a different firm until it is repaid." 💼💸 However, I want to reassure you that it is possible to set up a financial planning firm that does not engage in regulated financial advice, even if you have outstanding debt. 🌟✅

🌟 Read more. 📈😅

A Banking Education: 📢 Young people are FINALLY getting smarter about their money 💰—but guess what? It's not from our dear old banks! 😂 Read our latest article on how the least trusted industry is crying foul because youngsters are learning from, gasp, the internet! 🌐✨ 📉 Banks want to keep financial education under their control (and profit). Meanwhile, finfluencers and independent platforms are helping the next generation fill their pockets instead of emptying them. 💸🤯 🤔 Curious about the irony? Dive into our article now and see why trusting banks to teach financial literacy is like asking a fox to guard the henhouse! 🦊🐔🌟 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. 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 Facts 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.

2. 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 Longevity Coach," 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! 🌟💪

3. 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 revolutionise 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 organise 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 personalised 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 personalised 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

4. 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!

🍷🚪 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 9th, 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.

##footer##