What Do People Have To Say About Us?

How I digitised a life planning proposition

As coronavirus causes swathes of the population to go into long-term isolation, how can a business based on conversation, questioning and listening stay active? One life planner has made the jump already.

"Please tell me more! I’m really interested in moving into financial education, and coaching and not focussing on a ‘product sell’. I’m falling out of love with the industry, the ambulance chasers and how we are made to feel."

 

"Calling all Financial  Planners take a look at this! I have known Steve Conley for a number of years and I highly recommend and trust him!"

 

"I love The Academy of Life Planners concept and I think it’s going to have a big future."

"Steve Conley, is on a mission to change the advice landscape and I don’t write these words lightly. His promise? You can give genuine financial advice to your clients, but without the massive PI insurance premiums and compliance hassle. How? By giving what he calls non-intermediated advice ... He’s an impressive guy and a true visionary thinker."

 

- Brett Davidson, FP Advance (7th April 2020).

 

 

"How Steve Changed My Life!": Advice From A Client’s Perspective!

As a profession, financial planners spend a lot of time talking about the value they add to clients. But what does it actually feel like to be on the receiving end of great advice? To have your life transformed by the discussions you’ve had? To see your hopes and aspirations come true thanks to that trusted relationship? See what Money Marketing had to say about us - FIND OUT MORE

 

By Money Marketing 14th February 2020 4:19 pm

 

 

"This a first class idea and much needed by all those people who have been left behind by previous changes to financial advice provision in the UK. I am certain that £45 per month is a great investment for many people out there.  This cost could be recouped by your clients 10 fold when removing the cost of a traditional financial adviser with his or her high upfront fees and commissions. I wish you well."

 

"I absolutely believe in providing coaching and planning services that are completely independent of financial products and investment management. After many years, I’ve come to the solid conclusion that strategic financial plans can have far more impact on the lives of individuals, rather than a collection of often random, regulated financial products."

“I just want to share a simple thought I’ve had for the longest time about you. Don’t have any idea about implementation or how, but you really should be running one of these banks. You’re a man of immense vision, with knowledge of all the pieces and pockets of community and profit that are necessary to make a bank thrive. You understand things quickly, and make things happen. But most of all you see into the future, much as Steve Jobs did, and are as passionate and dedicated to making an organisation both ‘aesthetically beautiful’ and brilliantly profitable, understanding that the key is the customer, delivering something of magnificent value for them. There aren’t many like you, and if this is your career, you should be at the top.” – George Kinder about Steve Conley, May 2012.

 

"There should be a wall, between advice and products, between advice and large institutions, and between our regulators and large institutions. We need an integrity that is impeccable. Until we actually institute a way of bringing good heart, great integrity and a fiduciary relationship that is sustainable into the industry, we are going to fail. We have to make this change, and we have to make it now.”

- George Kinder, father of the financial life planning movement, 2019.

 

Watch AoLP founder Steve Conley talk to George Kinder about Your Money or Your Life on Facebook --> CLICK HERE

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