FUTURE-READY FINANCIAL PLANNING NETWORK

We offer a ground-breaking non-intermediating financial planning proposition for your clients, complemented by first-class wealth tech systems, mentoring, training, support, peer networking, and development. It’s all aimed at helping you to achieve commercial success. 

What We Do Differently

 

Non-intermediating financial planning (NIFP) is an international movement started in England by us in 2012.

 

There are many highly skilled and reputable trainers, who train you on aspects of this. We respect them and encourage you to use them to improve your planning skills.

 

When the training is done, then what? How do you run a business?

 

We are not aware of any other firm that provides you with a complete business model. That you can use freely, and modify, and share without fear of infringing intellectual property rights. Where you also get regular one-to-one expert mentorship. All this personalised to your unique selling proposition and offered at amazingly affordable prices. We wanted to create an absolute 'no-brainer' decision for any aspiring, sustainable financial planning practice.

 

We train, mentor, and support a fast-growing, global, online, financial planning community. We share the business blueprint and toolkit to set up a successful non-intermediating financial planning process.  Our model is 'open source': copyright-free, free to modify, share and use commercially. Learn a unique holistic planning process that creates and preserves wealth for your clients. That creates wealth in every area of their lives. 

 

Enjoy monthly one-to-one, online, coaching support to help you develop an exciting, fast-growing, future-proofed, profitable, valuable, and sustainable new business.

User-Centric Lifetime Wealth Forecaster

HapNav is the Happiness Navigator, the UK-based FinTech offering an API available exclusively through the Academy of Life Planning. Brought to you in partnership with Envizage, a WEALTHTECH100 firm for 2020.

Fast Set Up

Our Fast Track will have your new business up and running in three months.

Mentorship

First-class monthly one-to-one mentorship to tailor your proposition.

Wealth Tech 

Exclusive access to ground-breaking wealth tech systems.

Growth

We offer a proven development framework to attract new clients.

We see financial planning differently. In the past, there was the regulated financial intermediary who offered financial planning. Moving forward, there is the 'Non-intermediating' Financial Planner.

 

We specialise in supporting Non-Intermediating Financial Planners, as a stand-alone service in a regulated firm separate from regulated advice, or as a separate non-regulated business. 

 

We take a real hands-on interest in your business, where you will feel part of a network of like-minded people. We help planners grow their businesses compliantly, professionally, and profitably. We instil confidence in you 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 Move With The Times, To Keep You Resilient and Future-Ready

 

The journey from an intermediating financial adviser to a non-intermediating financial planner is often more challenging and time-consuming than people think. We help you save time and money. For those who successfully complete the journey, the rewards for the firm and clients are immense.

 

The Academy of Life Planning adviser support network will give you the blueprint, tools, and practical help to shorten your journey as you transition to the non-intermediating financial planner. We believe we are the world's first network to offer to support you in setting up and growing a successful non-intermediating financial planning firm.

 

We deliver online support and personalised solutions to a global network of online non-intermediating financial planners and their firms. With a focus on non-intermediating financial planning, our members are typically small, life or financial, planning or coaching, firms, around the world, servicing a global tribe of satisfied clients online.

 

Our virtual support team and planning members are knowledgeable, friendly, and there to help. They are extremely helpful in all areas and have the appropriate knowledge, experience, and qualifications relevant to their roles and the areas in which they may be assisting you.

 

How We Do It - We Communicate Regularly

 

If buying personalised support works well for you, our specialised support is award-winning and second to none. We keep up to date with current regulations. We provide impartial views and commercial recommendations. We are very approachable if ever you have any concerns. We deal with things efficiently and quickly.

 

Our core service brings together the best in online personalised support. This level of support is designed to:

  • Provide face-to-face, via Zoom, one-to-one tailored mentorship support - for the same price as a typical automated one-to-many training programme. Discuss matters in private. Receive 100% of our attention. Build a Unique Branded System. 
  • Provide an out-of-the-box non-intermediating financial planning business framework for you to adapt, use and share. You need this because disruptor business models are completely different from what's already there.
  • Provide you with a compliant, tried, and tested planning process suitable for holistic non-intermediating financial planning, with utmost professionalism and efficiency. Using 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.
  • Keep you informed of relevant issues – saving you time searching for and reading articles, regulatory reports, and surveys.
  • Provide 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.
  • Provide you with someone to email for those difficult day-to-day issues – giving you the reassurance that you are adopting the correct approach. You can always email us, as often as you like, and a suitably qualified person will reply at no extra cost.
  • Provide 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 the financial intermediary to a non-intermediating financial planner.

Book your one-hour consultation to find out more.

 

Book Your 60-Minute Online Initial Consultation With Steve Conley

For your 60-minute no-obligation consultation to discuss your mentorship and membership requirements, please order via our Shop. Place your order today and we will contact you within two working days to arrange an appointment at a time that is convenient for you. 

BE PART OF OUR NETWORK

Join our academy and become one of our non-intermediating financial planning network.

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