Story of the Week

🌟 Elevating Financial Planning Together! 🌟 At the Academy of Life Planning, we’re proud to be a community of highly qualified professionals reshaping the future of financial planning. 🚀 With 90% of members holding Level 4 qualifications and 75% at Chartered Level 6 or above, we’re not just planners—we’re pioneers. 🌍 Ready to advance your career and join a global movement for ethical, holistic financial planning? Now’s the perfect time! 🙌 We are about to elevate Academy Membership to Professional Status, Titles and Accreditations. 👉 Read more. 😅

Steve Conley: Editor, The Weekly Waffle

🌅 Good Morning, Financial Pioneers!
Today, we explore how we’re elevating our members into a professional, registered financial planning community. 💼💡 We're not just reshaping an industry; we’re transforming it into a profession by offering trusted advice, not just information. Ready to dive in and set yourself up for success? 🚀

[Steve is the author of 👉 Your Money or Your Life]

Top Stories

💼 Financial Advice vs. Financial Planning – Know the Difference!
Many think they need a financial adviser, but what they’re truly seeking is a financial planner. 💡 While advisers focus on products like investments, financial planners take a holistic approach, focusing on you and your long-term goals. At the Academy of Life Planning, we empower you with life-focused strategies, not just financial solutions. It’s time to reclaim planning as a people-centred profession, not product-driven industry. 🌱 Discover the power of holistic financial planning today! Read More.

💼📚 Attention Generic Advisers! 📚💼
Do you know the difference between offering advice and simply giving information? 🤔 It may not be FCA-regulated, but case law shows it’s still a liability risk. ⚖️💡 Protect yourself by staying informed! Want to sharpen your understanding? 🧠 👉 Discover how to navigate these important distinctions with confidence. Read More.

⚽️ Retiring at 35? Think Again, Footballers! ⚽️
If you’re banking on your pension kicking in the moment you hang up your boots, here’s a reality check. Unless you joined the scheme before 2006, you’ll be waiting until 55—maybe even 57—to cash in. 🙄 But don't worry! Instead of twiddling your thumbs, there are smarter ways to bridge the gap. Holistic financial planning helps you leverage your skills, connections, and personal brand to thrive, not just survive, before that elusive pension kicks in. 🌱👉 Read more. 📈😅

💼 Trapped in a High-Paying, Miserable Job? 🥲
Ah, the “golden handcuffs”—high salary, zero joy. Sure, you can afford those holidays you never have time to take! ✈️🌴 If you’re tired of working just for a bigger number on your payslip, you’re not alone. Our latest article, Breaking Free from the Golden Handcuffs, reveals how a GAME Plan can help you escape the corporate hamster wheel 🐹💰 and build a life you actually enjoy—without selling your soul.👉 Read more. 📈😅

🚨 Brace Yourselves, Tax Hikes Are Coming! 🚨
As if life wasn’t expensive enough, tax hikes are almost certain in the next budget. 🙄 And guess who’s footing the bill? All of us—kids to pensioners. 💸 But don’t panic just yet! Now could be the perfect time to take control of your finances. 💼 Forget just saving—how about creating wealth too? A holistic financial plan can help you not only survive but thrive in this era of shrinking pay cheques. 📉 Use your skills, talents, and human capital to build a sustainable future without relying on dodging taxes. 🚗💰👉 Read more. 📈😅

👴👵 Why Retire When You Can Work Forever? 🤷‍♂️🤷‍♀️
It seems 1 in 10 Brits have decided that “retirement” just isn’t for them. Half need the money (no surprise), but 42% actually prefer to keep working! 😅 Who needs a beach when you can keep hustling into your 70s? 🌴👔 Health benefits, purpose, and the thrill of it all. In all seriousness, it’s about tapping into human capital—what keeps us going when the pension pot’s looking a bit thin. 🎯 Want to plan to keep working without losing your mind? Check out the article below. Maybe there’s life after “retirement” after all. 😉👉 Read more. 📈😅

👴👵 Why Retire When You Can Work Forever? 🤷‍♂️🤷‍♀️
It seems 1 in 10 Brits have decided that “retirement” just isn’t for them. Half need the money (no surprise), but 42% actually prefer to keep working! 😅 Who needs a beach when you can keep hustling into your 70s? 🌴👔 Health benefits, purpose, and the thrill of it all. In all seriousness, it’s about tapping into human capital—what keeps us going when the pension pot’s looking a bit thin. 🎯 Want to plan to keep working without losing your mind? Check out the article below. Maybe there’s life after “retirement” after all. 😉👉 Read more. 📈😅

🌟 Share the Knowledge and Empower Yourself! 🌟 My work is completely "open source," so feel free to copy, share, and spread the word as much as you like—because everyone deserves access to valuable knowledge. Let’s build a community where learning and growth are open to all. 

Thanks for being an Academy subscriber! 🌟 By stepping up to full Academy Membership at just £19 per month, you'll unlock a whole suite of tools, training, and resources—making sure newsletters like this one keep delivering value. We're here to ensure you get the most from your membership while being part of a movement that empowers the underserved. Your journey to financial independence and making a meaningful impact starts here, and we’re excited to walk alongside you. 💪 Ready to take the next step?👉 Join us today!

Member Live Events:

1. 🎓 The Game Plan Evolution: CPD Masterclass Series S1: E10: The Impact Coach 💥

🚀✨ Missed our 'Impact Coach' event? No worries! 🌟 You can now catch the full session on-demand! 🎥💡

Discover how financial planning can evolve with you, aligning with your personal growth, values, and life goals. 💼💭 From the power of self-reflection to creating a flexible GAME Plan that supports a fulfilling life, it’s all here! 🙌📈

👉 Watch the VOD now: [VOD link] 🎬

💡 Highlights:

✨ Reflect on past decisions with wisdom and compassion.

🌱 Learn how to incorporate sabbaticals and career breaks into your financial plan.

🔄 Adapt your financial strategies to stay aligned with your evolving goals.

💼 Build a GAME Plan that combines both financial and human capital for long-term success.

Don’t miss out! 🔑 Start your journey towards a balanced, purpose-driven life today! 🌍💪

2. 🎓 The Game Plan Evolution: CPD Masterclass Series S1: E11: The Contingency Planner 🛠️

💸 Secure your place now! Free to Members!! 🤑

🕒 When & Where: 🗓️ Mon 7 Oct, 2024
⏰ 03:00 PM London Time
📍 Zoom (Because in-person is so 2019)

How to Join the Fun: Click that registration link before you forget: 👉 Register here 🖱️

Once you register, you’ll get a confirmation email with all the details on how to join the meeting. Because we know you like to be prepared. 📩

About the Session:

💼 The Contingency Planner: On October 7 at 3:00 PM, join us for 'The Contingency Planner' session, where we dive into the critical task of helping clients prepare for the unexpected. Game Plan practitioners will learn how to model a variety of 'what-if' scenarios—because life doesn’t always go according to plan! 😅

We’ll explore the impact of different longevity and health assumptions on your client’s financial future and examine how to create adaptable plans that evolve with life’s twists and turns. From best-case to worst-case, you’ll gain the tools to help your clients stay resilient and ready for whatever comes their way. 🌍📊

See you there, or be square! 📅🎉

3. 🚀 Exciting News, Life Planners! 🚀 Our A.I. for Life Planners Masterclass is BACK and better than ever! 🎉

Ready to revolutionise the way you work? This course is tailored just for you, helping you harness the power of Artificial Intelligence to enhance your financial planning practice. Whether you want to streamline your communications 💬, supercharge your content creation ✍️, or generate more leads 🔍—we’ve got you covered!

Don’t miss out on this game-changing opportunity! Ready to level up?👇

Here’s what you can look forward to:

✨ 6 engaging sessions over 6 weeks
✨ Practical tips to enhance your emails, social posts, and more
✨ Learn to create SEO-friendly websites and eye-catching content
✨ Master lead generation strategies that convert

This masterclass is designed to give you everything you need to boost your financial planning practice and connect with your clients like never before. Ready to unlock your potential? Let’s get started!👇

📅 Starts: Monday, 30th September, 2024
🕤 Time: 9:30 am - 11:00 am UK
💷 Special Price: Just £295 for all 6 live sessions!

This is your chance to level up your financial planning practice with practical, hands-on learning that fits into your schedule. At just £295 for the entire course, you’ll gain valuable insights that can transform how you work—making it an investment well worth it. Don’t miss out! Ready to join us?

🌟 Spaces are limited so head to 👉 https://www.aolp.shop/ai-masterclass to secure your spot today! If you have any questions, we’re always here to help—just reach out to us at info@aolp.shop. Let’s take your financial planning practice to the next level with AI! 🚀 Ready to get started? Don’t wait—join us now!

🍷🚪 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 👉 October 4th, 2024, at 12 PM London time. 🎟️🕛 🌟 Quick note: Next week, I’m on my honeymoon! 👰🤵 But don’t worry, everything’s still on track. If you need anything in the meantime, feel free to reach out to the team, and we’ll make sure you’re taken care of. Looking forward to continuing our journey together when I’m back! 🌱😊

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. 🌟📚 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: Steve Conley, 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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