We Are Transmogrifying The Global Financial Planning Landscape.
We specialise in metamorphosing Investment Advising Financial Planners into Advice-only Financial Planners. We support you as a stand-alone service in a firm regulated for distributing securities
or as a separate business regulated under general consumer protection regulations.
We take a genuine tailored hands-on interest in your business transformation programme, where your support is bespoke, and you will feel part of a network of like-minded planners facing similar
changes, challenges and struggles. We help planners switch business models seamlessly and painlessly and then grow their businesses compliantly, professionally, and profitably. We instil confidence
in you, your clients, and your business.
We offer the job lot. Our range of services includes the sharing of a license-free blueprint, compliance advice, marketing support, general guidance, business documentation, proven processes,
wealth technology, mentoring, coaching, training, webinars, helpdesk support, events, and much more. We are a one-stop shop for the lot.
We Keep Our Finger On The Pulse, To Keep You Resilient and Future-Ready.
The journey from an intermediating financial adviser to an advice-only financial planner is often more challenging and time-consuming than people think. We have tested transition approaches
through our members and built value-adding services designed for fixed-fee-paying clients. We help you save time and money. For those who complete the journey, the rewards for the firm and clients
The Academy of Life Planning adviser support network will give you the blueprint, tools, and practical help to shorten your journey and save money as you transition to the advice-only financial
planner. We believe we are the world's first network to offer to support you in transitioning, setting up, and growing a successful advice-only financial planning firm.
We deliver online support and personalised solutions to a global network of financial planners and their firms. With a focus on advice-only financial planning, our members are typically small life
or financial planning or coaching firms worldwide, servicing a global tribe of satisfied clients online, face-to-face, in groups, workplaces, or via subscription models.
Our virtual support team and network members are knowledgeable, friendly, and there to help. They are accommodating in all areas and have the appropriate knowledge, experience, and qualifications
relevant to their roles and the areas in which they may assist you.
Do You Want Your Business To Reflect Your Values?
We believe each business should reflect the values of its founders. Proposition development must be tailored to the characteristics of the business owners. If buying personalised support works
well for you, our specialised support is award-winning and second to none. We tailor make our support to meet your unique and individual requirements. We work with you on a one-to-one basis because
all businesses are different.
We keep up to date with current regulations. We provide impartial views and sound commercial recommendations. We are very approachable if you ever have any concerns. We deal with things
efficiently and quickly.
Our core service brings together the best in personalised online support. This level of support is designed to provide the following:
- Specialised consulting for financial planners to transition from investment advice to advice-only, with end-to-end solutions for transforming the business.
- Face-to-face, via Zoom, one-to-one tailored mentorship support - for the same price as, or less than, a typical automated one-to-many training programme. Discuss matters in private. Receive 100%
of our attention. Build your very own Unique Branded System.
- An out-of-the-box advice-only financial planning business framework for you to adapt, use, and share commercially without licensing issues or worries. It would be best if you had this new way
blueprint because disruptor business models are entirely different from what's already there. Here, old ways don't work. We help you to unlearn old ways and habits and replace them with a
new paradigm of thinking.
- You with a compliant tried, and tested planning process suitable for holistic advice-only financial planning, with utmost professionalism and efficiency. Use the whole-person paradigm to satisfy
the four basic needs of your clients: to live, to learn, to love, and to leave a lasting legacy.
- Updates to keep you informed of relevant issues – saving you time searching for and reading articles, regulatory reports, and surveys.
- You with up-to-date guidance and specimen procedural documents – saving you time in creating documents from scratch and saving you on legal fees drafting them. A build-once-and-share strategy for
- You with someone to email for those complex day-to-day issues – reassuring you that you are adopting the correct approach. You can email us as often as possible, and a suitably qualified person
will reply at no extra cost.
- You with a comprehensive development programme for you and your staff. Whilst we encourage you to develop your skills through quality additional third-party training courses available in the
market, everything you need can be found right here within our unique programmes. This saves you money.
- UNIQUELY: We are particularly helpful with your step-by-step transition from a financial intermediary to an advice-only financial planner.
Book your one-hour consultation to find out more.