Annual Mentorship & Membership

What's Included? Everything You Will Need To Be A Non-Intermediating Financial Planner. Mentorship and network membership.

The GAME Plan Generator

The GAME Plan Generator is a thoroughly researched process with origins dating back many thousands of years, so there can be no doubt about its authenticity or intellectual ownership. At the Academy, we train you on this planning toolkit in a way that makes sense for you. Our templates are copyright free, that is free for you to reuse, modify and share. You can create your own systems and become an authority.

Fast Track Programme

Where you want to be up and running with your Non-Intermediating Financial Planning firm within 90 days, we offer an upgrade to annual mentorship and membership, with Fast Track. This provides you with the full end-to-end personal client experience of The GAME Plan Generator, plus accreditation as The GAME Plan Practitioner on successful completion of the additional six, two-hour sessions, programme.

Wealth Creation

Unlike conventional financial planning processes which focus on plans for wealth management, the non-intermediating financial process includes plans for wealth creation. Our founder, Steve Conley, was a leading proposition architect for the banks. He had to create business assets every year for tens-of-millions of pounds, to billions. He has applied the same proposition development framework he used to help you. If you would like to see examples of how we have created wealth for our clients, please check out our case studies.

 

Become a Non-intermediating Financial Planner

 

Annual mentorship and membership is a twelve-months mentorship and membership programme.

 

Fast track is a three-month intensive version and includes an Annual Mentorship & Membership Programme. 

 

Annual Mentorship & Membership includes:

  • Academy Membership for a year from first payment.
  • Access to The GAME Plan Generator - a financial planning process that creates wealth for your client.
  • Monthly 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.
  • Weekly Town Hall/ Friday Breakfast Club – opportunity to informally network with members and discuss any topic.
  • Live webinars and Q&As.
  • 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’.
  • Personalised meeting notes for every call, with the option of recording.
  • Virtual ongoing case review support for real life back at home client cases.
  • Practice management guidance and support.
  • Access to exclusive wealth tech applications, such as Hap Nav.
  • Continuing education opportunities at a discount.

 

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 skillsas planner and coach,  and the material outlined in Steve’s book: Your Money or Your Life: Unmask the highway robbers - enjoy wealth in every area of your life.

 

FOR FIRMS: Twelve-months' Corporate Mentorship & Membership – for up to 5 advisers. Includes:

  • Academy Membership for a year from first payment.
  • Access to The GAME Plan Generator - a financial planning process that creates wealth for your client.
  • Monthly one-to-team in person with Steve Conley via one-hour video call.
  • Unlimited availability to Steve by mobile or email as and when questions/ problems arise.
  • Weekly Town Hall/ Friday Breakfast Club – opportunity to informally network with members and discuss any topic.
  • Live webinars and Q&As.
  • 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 for all members of the team.
  • Home study programme to learn ‘The GAME Plan Generator’.
  • Personalised meeting notes for every call, with the option of recording.
  • Virtual ongoing case review support for real life back at home client cases.
  • Practice management guidance and support.
  • Access to exclusive wealth tech applications, such as Hap Nav.
  • Continuing education opportunities at a discount.

 

 

 

What If My Network Won't Allow Me To Set Up A NIFP Firm?

 

Four in five advisers are carrying out regulated business on behalf of another firm. Often the other firm prohibits the setting up of a side-hustle NIFP firm. You can instead create a two-part sales process.

 

Non-Intermediating Financial Planning is simply Financial Planning less Financial Advice. Split your regulated process into Part 1: Financial Planning and Part 2: Financial Advice. We show you how.

 

Part 1: Financial Planning

 

Try to offer this on a fee for service basis. Follow our NIFP process. Deliver a Financial Plan to your client.

 

Part 2: Financial Advice

 

If your client chooses intermediation for assets, then follow your normal financial intermediation process and charge your asset-based fee.

 

This way, you can offer your services to clients who do not want you to run their assets, such as savvy rich preferring to run their money on platforms, members of workplace pension schemes, buy-to-let landlords, business owners, clients of discretionary managers, and those that don't already have wealth. You could increase your potential prospect list ten-fold.

 

If you choose Fast Track we can have you up and running with your new business model in just three months, plus you get to receive annual mentorship and membership support.

 

Benefits include:

  • Increased productivity and sales
  • Increased client satisfaction as measured by trust indicators

And for non-intermediating financial planners:

  • 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

 

 

Discover Fast-Track

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

 

See what the key influencers had to say about our 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 unique non-intermediating financial planning system and using methodology behind The Game Plan.
  2. Multi-Dimensional Goal Setting: The Planner helps the client create wealth in every area of their life. Mind. Body. Heart. Spirit. And Bank Account.
  3. The Ancient Natural Cycle from Creation to Manifestation: Deep understanding of the ancient roots, natural laws, and scientific evidence supporting the GAME Plan system.
  4. The Financial Freedom Forecaster: Using lifetime cash-flow forecasting tools to put the financial architecture (Means) in place to support Goals. With the option of access to a market first, a Client-Centric Lifetime Cash Flow Forecaster, HapNav!
  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. Learn to plan your client's business.
  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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