Email ►
Email ►

Business Development Support

We Love To Build Firms

We offer coaching and training to match your needs, whichever stage you’re at in your financial planning career.


"In 2015, I saw a business opportunity - as every employer had to provide a pension scheme for employers by law. So, did everyone else! But they were lifestyle businesses charging thousands. I wanted an equity-based business using technology to deliver a better solution for under £20 per month. Tens of thousands of companies had been set up across the UK with either workplace pensions or auto-enrolment in their title. I needed someone who knew the market to help me grow the business. Then I met Steve. Steve created a plan for WPD that made us the go to place for thousands of accountants and business owners. Over the next two years, Steve led the growth of WPD from start up to what we believe is market leader today, with recognition along the way as a finalist in Yorkshire Business Masters Awards 2017. With Steve's high profile in the industry, we went from small player at local networking events to the main player at the largest national accountant exhibitions in just two years. If I was to put a value on the business now, I'd say it was comfortably worth seven figures. With Steve's planning and business development skills, we went from zero to seven-figure market-leading business-masters-finalist in under three years." 


- Keith Humphrey, CEO at Workplace Pensions Direct.


Our ongoing development programme offers a range of proposition web classes, business owner forums and one-to-one consultancy on subjects that help you build value in your business.
These include:
  • Creating clear plans and objectives for you and your business,
  • Segmenting your clients and developing appropriate contact strategies,
  • Developing your personal and professional skills, as well as those of your planners and support staff,
  • Creating an effective marketing plan for your business.


We offer a modular programme, made up of one-to-one consultancy and core web classes on planning, prospecting and good practice, as well as more technical aspects such as the Financial Freedom Forecaster.


If you’re just starting out with the Academy or looking to grow your business by taking on new staff, we offer a fast, effective induction to get new recruits up and running quickly.

We'll help you develop and grow

Coupled with the individual support you’ll receive from your dedicated named contact, it’s easy to see how our training and business development support can help take your career – or business – to the next level.

FREE GUIDE - 8 Steps to Your Business Success

SIGN UP TO NEWSLETTER! Download your free guide -

8 Steps to Your Success - and join our mailing list. 


This is a proven, tried-and-tested, Proposition Development Framework. You ask eight questions about your new business and create a compelling business plan.


By submitting your download request you will be entered into our weekly draw for a free copy of the book "Your Money, or Your Life!" T&Cs: Open to entrants worldwide aged 18+. Winner chosen at random. Closing date 6pm on Sunday 19th July 2020. 

Join our network - the potential is unlimited; the opportunity is unregulated.


Print Print | Sitemap
© Academy of Life Planning 2020