90 minutes | Private strategic consultation with Steve Conley
 
Description:
 
Artificial Intelligence is rapidly changing how financial planning is delivered, priced, and valued by clients. Many advisers and firms sense the shift but lack a clear framework for responding to it.
 
This 90-minute strategy session is designed for advisers, planning firms, and founders who want clarity on how AI will reshape their business — and how to position themselves ahead of the change.
 
Working directly with Steve Conley, founder of the Academy of Life Planning and pioneer of the Total Wealth Planning model, you will explore how AI is transforming client expectations, adviser roles, and business economics across the profession.
 
The session is practical, strategic, and tailored to your specific situation. Together we examine your current model, identify emerging risks and opportunities, and map out a clear direction for the next phase of your business.
 
You will leave with a sharper understanding of where the profession is heading — and a practical roadmap for adapting your practice over the next 12 months.
 
Includes:
• AI impact analysis on your current business model
• Review of your advice or planning model and where it sits in the changing landscape
• Client expectation shift analysis — how AI is changing what clients expect from advisers
• Pricing model critique — including sustainability in an AI-enabled environment
• Strategic roadmap for the next 12 months with practical next steps
 
This session is ideal for advisers who are asking:
How will AI change the value of financial advice?
What will clients expect from planners in the next 5–10 years?
Should I evolve my model — and if so, how?
How do I future-proof my practice?
 
🔗 Limited availability. Designed for advisers ready to think strategically about the future of their profession.