"Steve Conley, is on a mission to change the advice landscape and I don’t write these words lightly. His promise? You can give genuine financial advice to your clients, but without the massive PI insurance premiums and compliance hassle. How? By giving what he calls non-intermediated advice ... He’s an impressive guy and a true visionary thinker."
As a profession, financial planners spend a lot of time talking about the value they add to clients. But what does it actually feel like to be on the receiving end of great advice? To have your life transformed by the discussions you’ve had? To see your hopes and aspirations come true thanks to that trusted relationship? See what Money Marketing had to say about us - FIND OUT MORE
By Money Marketing 14th February 2020 4:19 pm
As coronavirus causes swathes of the population to go into long-term isolation, how can a business based on conversation, questioning, and listening stay active? One life planner has made the jump already.
"There should be a wall, between advice and products, between advice and large institutions, and between our regulators and large institutions. We need integrity that is impeccable. Until we actually institute a way of bringing a good heart, great integrity, and a fiduciary relationship that is sustainable into the industry, we are going to fail. We have to make this change, and we have to make it now.”
"It's a shame I can only give Steve 5 stars and if I could (give more) there would not be enough anyway, as not only will any interaction with Steve enlighten your existing beliefs on how we should treat clients, it will do something more powerful than that.....it will give you belief to re-evaluate yourself." Paul Hoyle, IFA, 2017
At the Academy we train, accredit, register, mentor, and partner with financial advisers and life coaches from around the world. This makes our mentees the most trusted advisers globally. While other advisers pursue a share of wallet, our advisers pursue a share of heart! As a result of the trust created, our adviser community has become more and more successful in every area of their practice.
Watch Peter's story. In just a couple of years from becoming a mentee, he became a top 10 financial adviser nationally in terms of sales, and on 23 February 2019, he became one of The Times' top 250 financial Adviser in the UK. An achievement Peter repeated on 8 February 2020.
The UK's most trusted newspaper's most trusted financial advisers for 2019 and 2020.
"Before 2015, I was doing what the textbooks taught and what every other financial adviser was doing. It was very product-driven. I looked at the client’s money and identified a product to sell. It was very driven by the textbooks and the company I worked for. I was reluctant to put client objectives and goals in place, because of the fear of missing them and not achieving those outcomes. I went on a bit of a journey; I didn’t know where I was or where I was going. I did know that I was unhappy with what I was doing, it was too product-driven. It was the objectives being placed on the client, rather than the clients set their own. I didn’t really know what the answer was until I met Steve. In 2016, I met Steve at a networking event where he began to educate me on how it perhaps should be. I was a little bit slow to take it up or to catch on in the beginning. Through further reading, meetings, and conversations with Steve … it really just became apparent that there was a better way of doing things. That feeling in the pit of my stomach disappeared and it just felt like it was the right way to do it. Once the penny drops. That’s it. There’s no turning back. It’s really empowering as an IFA to know that I’m doing it the right way. This is how it should be done. The money isn’t the client anymore and that’s how it was. Now it’s all about the client. It’s their goals and objectives that drive the process. The business has gone from strength to strength. From starting with an organisation of 160 partners nationally, with little experience as a relative newcomer to the advice side of financial services, in a little over two years we are now in the top 10% partners in the firm. It would not have taken place without this approach. I have absolutely no reservations about how we do what we do. The figures and our position speak for themselves. We are set to have a fabulous year. As a result of life planning, we are adding value to the client constantly so they’re really happy doing business with us. When we see feedback on sights such as ‘vouched for’ we see ourselves featured in 2019 as one of the Times’ top-rated and best financial advisory firms in the UK. What better validation than that!"
- Peter Johnys, IFA 2019.
"Please tell me more! I’m really interested in moving into financial education, and coaching and not focussing on a ‘product sell’. I’m falling out of love with the industry, the ambulance chasers, and how we are made to feel."
"Calling all Financial Planners to take a look at this! I have known Steve Conley for a number of years and I highly recommend and trust him!"
"This a first-class idea and much needed by all those people who have been left behind by previous changes to financial advice provided in the UK. I am certain that this is a great investment for many people out there. This cost could be recouped by your clients 10 fold when removing the cost of a traditional financial adviser with his or her high upfront fees and commissions. I wish you well."
"I absolutely believe in providing coaching and planning services that are completely independent of financial products and investment management. After many years, I’ve come to the solid conclusion that strategic financial plans can have far more impact on the lives of individuals, rather than a collection of often random, regulated financial products."
Join our network - the potential is unlimited; the opportunity is unregulated.