Story of the Week

🚀 Simplify Budgeting Education with MoneyFitt! 💸

Want a break from endlessly explaining budgeting basics? Enter MoneyFitt – the affordable, user-friendly platform that handles the essentials for you. 🤑 For just £2.99 a month per user (or even less with larger groups!), this tool gets your clients up to speed on “budgeting basics” so you can focus on the real magic in financial planning. ✨💼 With MoneyFitt, save time, enhance client understanding, and bring your services to the next level. 💪👉 Read more. 😅

Steve Conley: Editor, The Weekly Waffle

🌅 Good Morning, Financial Pioneers! 🌍

Today, we’re exploring how to optimise client onboarding with MoneyFitt, why embracing financial planning as a side-hustle can make your business exit smoother, and the power of standing by your values in a profit-driven world. 🌱 Plus, we’ll discuss how spirituality can boost well-being and much more. Ready to rise and rethink? Let’s jump in! 🚀

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

Top Stories

💫 Wealth Beyond Numbers: Embracing True Well-Being 🌱

Too often, wealth is measured purely by finances, yet true well-being reaches far beyond. In this piece, we dive into often-overlooked aspects of client well-being—especially spirituality, an area rarely included in traditional financial frameworks. As financial planners, we’re uniquely positioned to help clients build purposeful, fulfilling lives, not just bigger accounts. After all, shrouds don’t have pockets! Discover how a holistic approach can guide clients towards a balanced, meaningful life. 🌟 Read on for a fresh perspective on wealth and well-being.

With my Money Marketing Column. 🌟 Read More.

🔗 Supporting Fraud Victims, Not Punishing Them 💬

Recent insights from MPs, criminologists, and campaigners at the Fraud Summit reveal a troubling truth: UK authorities often treat victims of investment and pension fraud as criminals. With experts like Margaret Snowdon, OBE, pushing for a dedicated "Minister for Fraud," there’s growing support for a more compassionate, unified approach. Victims shouldn’t face punitive tax penalties for falling prey to scams; they deserve support and understanding. Let’s hope for positive change that puts the focus where it belongs—on justice and recovery for those affected.✨ Read more.

"Steve, I realise we're in two different industries, but life planning, especially at the level you operate, goes beyond just financial planning. Yesterday's session was the best experience of my life. For the first time, I truly saw myself—who John H is—thanks to the exercises we did together. It's not about the money; it's about discovering who you are and why you're here on this planet. What you offer goes far beyond financial advice. You provide the tools to uncover your true self, helping people connect with their authentic purpose. The money is just a part of it, but the real value is in finding out who you are and just being that person. I'm excited about the journey ahead and the new perspective I’ve gained. There’s so much more to come, and I can’t wait to explore it further."

- John H - VA, USA

🌟 Financial Planning Side-Hustle: A Win-Win for Retiring Advisers 🌟

For advisers easing out of the compliance-laden world of regulated advice, a shift to holistic financial planning offers rewarding new possibilities. This transition allows retiring advisers to continue meaningful client support without the pressure of product sales, enabling deeper, client-focused conversations. 🌱 Plus, it smooths the journey for clients and strengthens buyer relationships, ensuring continuity and trust. A win-win approach for advisers, clients, and new buyers alike! 💼 🌟 Read more. 😅

🌟 Staying True in a World of Illusions 🌟

In a society where material success often overshadows deeper values, it takes true resilience to stay grounded in purpose. Our latest article delves into how to stand strong with love, compassion, and self-awareness—even when distractions grow louder. 💪✨ If you’re ready to prioritise lasting fulfilment over fleeting gains, this inspiring read will support and encourage your journey towards a life of meaning.🌱👉 Read more. 📈😅

🌱 Bringing Spiritual Health to the Workplace 🌞

Who wouldn’t want a little “inner peace” alongside their spreadsheets? 😉 While wellness at work often stops at yoga sessions, we’re advocating for something deeper—like purpose and meaning. Our latest article explores how holistic wealth planning (yes, beyond pensions!) can help employees feel they’re living a life, not just clocking hours. When people feel valued beyond their output, amazing things happen. Discover how a meaningful approach to wealth can transform workplace wellbeing! ✨👉 Read more. 📈😅

🌞 Spirituality vs Religion: Two Paths to Well-Being? 🌈

Ever thought spirituality and religion were just two sides of the same coin? Spoiler: they’re not! 🍵 While some studies merge them for convenience, spirituality and religiosity each offer distinct ways to help us navigate life’s ups and downs. Curious to see how they differ—or what you might be missing? Dive in to discover the unique ways both can contribute to a richer sense of well-being. ✨👉 Read more. 📈😅

🌱✨ Life Planning: Beyond Just Money Matters 💸✨

Think everyone wants to “plan their life”? Not quite! 😅 For those simply aiming to pile up cash, life planning might not be the right fit. But for those willing to dig deeper—exploring purpose, meaning, and a balanced well-being across mind, body, heart, and spirit—this could be exactly what you’re looking for. 💫 If you’re seeking soul fulfilment rather than just financial gains, take a read. Just a heads-up: it may have you rethinking everything. 🌌🤔

👉 Read more. 😅

🌟 Turning Your Story into a Hero’s Journey 🌟

In Exercise 2 of the GAME plan, we explore the client’s life story using Joseph Campbell’s hero’s journey. I guide them through sharing their journey, highlighting key events, growth, and purpose. With ChatGPT, we then enhance this narrative, conducting a human capital audit, a personal SWOT analysis, and reformatting their story within the hero’s journey structure. This approach brings clarity to their talents, strengths, and unique potential, helping them see their life’s path with renewed purpose and confidence. 🌱👉 Read more. 📈😅

🧐 Courts Champion the Consumer—A Shock for Some! 🧐

It seems the financial elite are reeling from a court decision that, believe it or not, protects consumers by enforcing transparency. The verdict? Hidden fees now need to be, well, unhidden. Apparently, this shift towards fairness is making the UK “less competitive.” Who knew giving people clarity could be so scandalous? 💸🙄 For a dose of reality (and a chuckle), read our latest article, where we explain why a transparent market is beneficial—unless, of course, you’re opposed to consumers knowing what they’re paying for. 😂✨

👉 Read more. 📈😅

🛑 Auto-Enrolment Expansion Paused—Is It a Hidden Blessing? 💸

In a surprise Budget move, the government may pause auto-enrolment expansion, and during a cost-of-living crisis, this might actually be a good thing. 🤔💼 Forcing more deductions from workers’ earnings to fund pensions they might not fully enjoy isn’t exactly ideal. Instead, let’s focus on human capital—supporting people in building careers they love and can sustain over time. 🎓 Dive into our latest article to explore why pensions aren’t the “silver bullet” solution for everyone and why keeping money in people’s pockets could be the most impactful choice right now. 👇💥👉 Read more. 📈😅

😏 Are Brits Truly Kind-Hearted? Turns Out, Yes! 🌍💙

Despite the flashy self-promotion on social media, 74% of Brits genuinely value compassion over self-interest. 🤑 Yet, kindness is often the quiet hero in the background, proving that decency isn’t out of fashion! So why aren’t we shouting about it? 🤷‍♂️ In our article, we explore the true spirit of kindness and why it’s time to let the world know it’s still going strong. Dive in and be part of the movement to put compassion back in the spotlight! 💙

👉 Read more. 📈😅

🌌 Discover the Wisdom of the Corpus Hermeticum 🌌

The Corpus Hermeticum is a treasure trove of ancient texts attributed to the enigmatic figure Hermes Trismegistus, blending the essence of the Greek god Hermes and the Egyptian god Thoth. Created in the early centuries of the Common Era, these writings explore themes of divine knowledge, spiritual rebirth, and the unity of all existence. Often seen as the foundation of Hermetic philosophy, they offer a timeless pathway to enlightenment that has influenced Western mysticism and philosophy to this day. Dive into this remarkable collection and discover insights that guide us to a deeper understanding of the universe—and ourselves. 🌟

👉 Read more. 📈😅

🕰️ Preparing for a Longer Life? It’s About More Than Pensions! 💰

If you’re aiming to live to 100, the pension industry has a quick fix: see a financial adviser and buy more pension products. But is that really the only strategy? 🙄 In our latest article, we reveal a smarter approach to preparing for a long life—focusing on human capital. Your ability to keep earning, adapting, and growing in later years is far more valuable than glossy brochures promise. ✨ Discover why building your skills and resilience can truly future-proof your well-being.👉 Read more. 📈😅

🔍 Drama in Financial Planning: PFS and CII Clash Again! 📈

In a twist straight out of a soap opera, Don MacIntyre, interim CEO of the PFS, has stepped down just days before the AGM! 🚪💨 With the CII’s influence over the PFS board increasing, concerns about independence are bubbling up. If you’re a PFS member, this AGM might be your moment to make your voice heard… or at least try! 🤐 Dive into our latest article to catch up on the unfolding saga and see how the Academy of Life Planning is here to support planners through this time of “evolving governance.” 😏👉 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!

📥 Enhance Your Financial Journey with Our New Downloads 💼✨

We’re excited to offer three valuable resources to support your financial planning journey! Start with the GAME Plan, a guide designed to boost holistic financial well-being. Next, explore Your Future, a brochure introducing our Elite Planner Accelerator Programme to help grow your business. Finally, check out our Sponsorship Guide—partner with us to join a movement dedicated to making a meaningful impact worldwide. 🌟 Download these tools today and take your next step toward a secure and fulfilling future! 📚

Member Live Events:

1. 🎉 Your New Professional Development Pathway: Partner Parade with CISI! 🌐

We’re delighted to welcome the Chartered Institute for Securities and Investment (CISI) to our Partner Parade! CISI offers an exciting pathway for financial planners—not product advisers—focused on building professional recognition, accreditation, and registration. This is a fantastic opportunity to gain the credibility and titles you deserve as a dedicated professional in the field. Join us as we dive into how CISI supports your journey towards becoming a fully accredited financial planner. 💼🌟 Missed the live session? Don’t worry—it’s now available on-demand for members! 🎥 View Here.

2. 📅 The Game Plan Evolution: CPD Masterclass Series S1: E12: The Marketeer: Go-to-Market Strategies for Success! 📈

In The Marketeer session, Game Plan Coaches will dive into essential strategies to help clients take their projects to market with confidence and impact. This session covers key areas like building a value ladder, managing product life cycles, and refining sales funnels—all designed to empower clients to successfully launch their Ikigai projects. These are ventures that not only align with their talents and passions but also meet real-world needs and deliver financial rewards. Coaches will gain the tools to guide clients through market dynamics, ensuring their offerings resonate with the right audience for lasting success. Ready to help clients turn aspirations into thriving realities? Join us and make an impact!

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

🕒 When & Where: 🗓️ Tues 19 Nov, 2024
⏰ 06:00 PM London Time
📍 Zoom (Because in-person is so 2019)

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

🍷🚪 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 👉November 15th, 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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