Personal Mentorship for Non-Intermediating Advisers

What's Included

Everything You Will Need To Be A Non-Intermediating Financial Planner

The GAME Plan Generator

At the Academy, we train you on a purpose-built planning toolkit in a way that makes sense for non-intermediating financial planners.

Ongoing Mentorship

Planning is an art as much as a science, helping you build your soft skills and use them professionally will be central to your continued success.

Video Helpline

If you like your queries dealt with quickly and effectively, you'll love our front-line video support service.

Four in five advisers are carrying out regulated business on behalf of another firm, which prohibits the setting up of a side-hustle NIFP firm. Don't let your network stand in your way. CCFP mentorship assists transition by providing a steppingstone from product seller to financial planner.

 

Adviser Mentorship (NIFP or CCFP) £450 per annum.

Fast Track (includes annual adviser mentorship) £950.

NIFP Mentorship

This is the mentorship and membership support service for non-intermediating financial planners and their firms. Benefits include:

  • Increased productivity and sales
  • Increased client satisfaction as measured by trust indicators
  • Higher margins, lower operational costs from the lower regulatory burden
  • Increased adviser satisfaction from less regulatory red tape
  • Future-proofed
  • Fully independent
  • Can be delivered to groups on a one-to-many basis
  • Can be delivered to anyone in downloadable format
  • Free reign on social media

 

CCFP Mentorship

This is the mentorship and membership support service for intermediating financial planners, looking to adopt client centred financial planning methodology. This is a steppingstone for adviser-distributors looking to become adviser firms in the future. Benefits include:

  • Increased productivity and sales
  • Increased client satisfaction as measured by trust indicators
  • Readiness for a future adviser-distributor split

What is client centred financial planning?

Become a Non-intermediating Financial Planner - Trained & Authorised on the GAME Plan.

 

Twelve-months Virtual Mentorship via interactive programme - £450 (or pay £45 per month, no lock in period, cancel at any time). Fast track is an intensive three-month version available for £950. Ask for details.

 

Virtual Mentorship includes:

  • Academy Membership.
  • Access to The GAME Plan Generator - a financial planning process that creates wealth for your client.
  • Quarterly one-to-one in person with Steve Conley via one-hour video call.
  • Unlimited availability to Steve by mobile or email as and when questions/ problems arise.
  • Live webinars and Q&As.
  • Monthly global interactive video conference meetings with the partner community – sharing insights, methods, practice management techniques and market developments.
  • Full access to recordings of previous webinars.
  • Full access to extensive library of practice materials for use free from licence.
  • Interviews with successful advisers and peer group structured mentorship for case sharing.
  • Private Facebook Group.
  • Home study programme to learn ‘The GAME Plan Generator’.
  • Virtual ongoing case review support for real life back at home client cases.
  • Practice management guidance and support.
  • Continuing education opportunities at a discount.
  • Option to book more time with 50% discount off standard rates.

 

Due to the covid-19 outbreak, there are currently no public events, workshops or residential training courses. Everything uses remote working best practice. 

 

Applicants may already be, but not necessarily, qualified as a financial planner (the science) or a life planner (the art) of life and money coaching. This virtual life & money adviser programme aims to build on those skills and the material outlined in Steve’s book:

 

Discover Fast-Track

For those who want to be set up as a fully certified and accredited non-intermediating financial planner in 90 DAYS.

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See what the celebs had to say about our Virtual Adviser programme:

Citywire/ NMA

Money Marketing

Kinder Institute

Ten Exclusive New Skills You Will Learn

 

Unique to this programme only, this equips mentees with the following TEN exclusive skills.

  1. The G.A.M.E. Plan Generator: Understanding and proficiency in the non-intermediating financial planning system and using methodology behind The Game Plan.
  2. Multi-Dimensional Planning: The Planner helps the client create wealth in every area of their life. Mind. Body. Heart. Spirit. And Bank Account.
  3. Natural Cycle from Creation to Manifestation: Deep understanding of the ancient roots and natural laws supporting the system.
  4. The Financial Freedom Forecaster: Using lifetime cash-flow forecasting tools to put the financial architecture (Means) in place to support Goals.
  5. Multi-dimensional & Virtual Personal Coaching: To support the Execution stage.
  6. Virtual Business Coaching: To align life, money and business for your clients with methods from a multi-award-winning multi-market-leading proposition architect.
  7. Non-intermediating financial planning (NIFP): A unique method of financial planning that is non-regulated.
  8. Virtual Adviser: How to deliver financial planning remotely, online. To domestic and international clientele.
  9. Values-based: How to be faith neutral, faith friendly, acting with integrity and being respectful of diversity and the planet, from the values-based adviser and award-winning founding lead of the market integrity team of the Transparency Taskforce.
  10. Business & practice management support and guidance from experienced business development professionals.

 

The programme leads to accreditation, registration and listing as a Registered Game Planner (RGP) on the Academy of Life Planning website. The leader, Steve Conley, posts topic and agenda ahead of virtual meetings. Calls are interactive – utilising chat rooms to encourage audience engagement.

 

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

 

 

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