The Academy of Life Planning is the Best Financial Adviser Support Network and Outstanding Contributor to Finance
We specialise in helping financial advisers build non-intermediating financial planning firms across the globe.
Do you want to set up a general advice and financial planning business?
If sinking under rules and regulations with all the associated costs and hassles is where you are. And simply thriving, helping your clients, adding tremendous value is where you want to be. Then I'm sure you would agree, you need a vehicle, system, or solution to get you there. Well, that's the Game Plan. We'll show you how in 3 months for £995, or 12 months for £495. See Shop for details.
For Individuals
"Our vision is of people enjoying significance, clarity, and freedom in a digital world." - Kepaga
For Planners
“We experienced it with Steve as clients first and then bought the product. Steve has been a champion for and with us in mentoring and training us so effectively that we are in many ways the embodiments of what the Kenwell GAME Plan is.”
- Kenwell FLP
About Us
"Steve has done an amazing job leading the Market Integrity Team, bringing together professional bodies, trade bodies and standards boards from all across the financial services industry." - Transparency Taskforce
Our commitment to making a difference in the financial services industry is embedded in everything we do
We provide personalised one-to-one mentorship, coaching, training, webinars, open resources, and networking opportunities.
Best Financial Adviser Support Network & Award for Outstanding Contribution to Finance in 2020 & 2021
Excellence! Commitment! Dedication!
SME News has again awarded these prizes to the Academy of Life Planning during their 2021 Finance Awards, adding, "After a tough year (and more!), it is a testament to your perseverance and dedication to have triumphed despite the many difficulties and pressures brought on by the pandemic, and we at SME News are delighted to have been able to recognise your unique contribution to the financial industry's thriving business community". This is a repeat of the Academy's success in 2020.
With The GAME Plan, You Don't Just Have A Skill - You Have A Business
INDIVIDUAL MEMBERSHIP
Our 'Membership' programme for individuals includes access to our global community, HapNav - the Happiness Navigator - our exclusive lifetime wealth forecasting software, Your Money or Your Life book, Stand and Deliver workbook, unlimited email support, and much more.
PLANNER MEMBERSHIP
Our 'Annual Mentorship & Membership' programme for planners includes 'open resources', our global community, our exclusive lifetime wealth forecasting software, and monthly one-hour one-to-one practice development sessions with Steve Conley.
HAPNAV TECH HELP DESK
A key benefit of membership is free technical help and support on HapNav - the Happiness Navigator. This service includes an invitation to our monthly HapNav User Groups Zoom Meeting for training and support.
Please Feel Free To Check Out Steve Conley's Column In Money Marketing Magazine >>
Our purpose as a network is to help create positive, enduring change in the world
Building endearing SMEs is an integral part of our financial planning process and creates wealth in a post-covid economy.
GAME Plan For Wealth, Health, & Happiness
We are a network of non-intermediating financial planners, providing financial plans without selling you financial products.
When you remove product intermediation, the financial planning process changes. You no longer plan finances for the sake of the product sale. You plan for happiness. Unconditional happiness must be the goal of any financial plan. When you plan for delight, you put in place the financial architecture to make you happy. More often than not, this does not involve financial products.
The time horizon for achieving happiness is a year or two, whilst at the same time checking that happiness is sustainable for life. How do we do that? We ask what makes you happy. We look at saving plans to fill the inevitable short-term valleys of reimagining self. We look at endearing SME business plans to create recurring income-producing assets for the short and long term.
We build Small & Medium Enterprises (SMEs). We combine life planning, financial planning, and business planning to create wealth in every area of your life.
"We need to be in a constant state of reimagining, thinking through the next phase of every aspect of our lives. You can start that process at any time if you are committed to true change. Why not reimagine yourself before someone or something "reimagines" your life for you?"
- Michael Clinton is the author of ROAR into the second half of your life (Before It's Too Late), published in 2021.
Your best days are ahead of you, and financial planning practices must change forever as artificial intelligence, robotics, nanotechnology, and other socio-economic factors replace the need for human workers. Creating your own SME portfolios diversifies income streams and reduces risk.
"The traditional life required only the lightest planning touch and little in the way of reflection since it had certainty and predictability baked into it."
- Lynda Gratton & Andrew J. Scott are the authors of The 100-Year Life - Living and Working in the Age of Longevity, published in 2017 & 2020.
Old-school advisers' ability to earn fees for switching clients produces a transaction bias that does not belong in a modern, professional advice business. Our unique future-ready approach to financial planning we call - the Game Plan.
A G.A.M.E. Planner is a General Adviser Money Expert Planner!
We show financial advisers how to build non-intermediating financial planning SMEs that create more endearing SMEs for their clients. We are highly skilled at helping businesses build businesses. When people don't have assets, they need plans to build them in a way that gives them well-being in every area of their lives. That's the Game Plan.
Non-Intermediating
Financial Planning Does Not Have To Be A Regulated Activity.
What Makes Us Different?
We Sell Plans, Not Products. Because Plans Create Wealth, Not Products.
Be Part Of Our Network
We Show You How To Split Planning And Advice. Business In A Box. Ready To Go!
The services on offer to consumers from the Academy of Life Planning Limited are classed as generic advice, financial information, and financial education. The services offered to planners contain coaching, training, mentorship, and ongoing support on the services. We call these services non-intermediating financial planning.
There can be no risk of mis-selling when no financial products are ever sold. There can be no bad advice when no personalised advice or recommendations are ever given in relation to the buying or selling of specific investments. Without exception, we do not arrange or bring about deals, make arrangements with a view to transaction, or cause dematerialised instructions relating to any investment business. We do not advise borrowers about liquidation of debt. We simply offer personal financial plans.
Our planning services are designed as a stand alone service. If you want financial products, these can be accessed either on a DIY basis using Direct to Consumer (D2C) platforms or via financial intermediaries. If you are looking for a personal recommendation relating to an investment product you should consult a licensed investment adviser. Since the Academy of Life Planning Limited is NOT a financial intermediary firm, or a provider of financial products, or conducting any activities regulated by the UK's Financial Conduct Authority, we are NOT licensed with or regulated by the UK's Financial Conduct Authority.
The Academy of Life Planning is registered in England and Wales, registration number 8016568. Registered office address 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom.
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