Peer Mentorship — Inner Circle
For planners building a practice that genuinely serves people.
The Practice Management Circle is where serious practice development happens. You'll work alongside a small group of fellow planners who are actively navigating the same challenges — building trust-based client relationships, moving away from product dependency, and positioning themselves for a values-led future.
Sessions are structured, honest, and grounded in real practice questions. No performance. No pretence. Just planners doing the work together.
Included:
-
Everything in Academy Membership
-
Full access to Practice Management Circle sessions
-
Structured peer mentorship and accountability
-
Inner Circle designation
One-to-One Mentorship with Steve Conley is available to Inner Circle members seeking direct, personalised support.
4 Live Sessions Every Month with Steve Conley (48 hours/year):
Complete Business Infrastructure:
Start-Up Checklist
Start-Up Checklist — Step-by-step roadmap from concept to launch
Practice Documentation
White-Label Practice Documentation Templates — Client agreements, onboarding materials, service frameworks ready to deploy
Email Support
Unlimited Email Support — Bring practice issues and case study questions anytime (complex projects costed separately)
Networking
Peer & Supplier Networking — Direct introductions to trusted partners and fellow practitioners
Industry Updates
Legislative & Industry Updates — Stay informed on changes affecting your practice
Feedback Loop
Influence the Academy — Feedback loop to shape resources, support offerings, and industry consultation responses
Private Peer Community:
Connect with practitioners building the same kind of practice. Share strategies, troubleshoot obstacles, celebrate wins, hold each other accountable. You're not building this alone.
Priority Access to Steve:
Need one-on-one deep-dive support beyond group sessions? PMC members access additional mentorship at £200/hour (standard rate £250).
FREE Access to ALL CPD Masterclasses:
Every training. Every update. Every advanced topic. Included.
Who This Is For:
-
Newly certified GAME Plan Practitioners launching commercial practices
-
Existing practitioners moving from tools-only membership to active business growth
-
Financial coaches, advisors, and planners serious about running Total Wealth Planning as a sustainable, profitable business — not a side project
What You Get:
✅ Strategic clarity on client acquisition and business operations
✅ Peer accountability and shared learning from practitioners ahead of you
✅ Operational confidence through proven templates and compliance support
✅ A sustainable practice serving clients with integrity while generating viable income
What Practitioners Say:
Martin Turbin (Chartered Financial Planner)
"A true trailblazer in non-intermediated financial advice, with a genuine passion to support financial advisers on their transition journey."
Jörg Schlüter (Chartered Wealth Manager)
"I completed a course on the Game Plan™, and it has been immensely helpful in building my financial coaching business, with concise and well-thought-out coaching and valuable support for idea exploration."
Richard Johnston (Chartered Financial Planner)
"These expert planners possess extensive experience, knowledge, and unwavering integrity, making them an ideal choice for planners seeking growth and development."
Join Practice Management Circle:
Questions? Email steve.conley@aolp.co.uk or book a discovery call.