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PRACTICE MANAGEMENT CIRCLE

The continuing professional home for agency-led practitioners.

The continuing professional home for agency-led practitioners.

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Build a commercially viable practice that helps people operate their own planning system—combining Academy OS™, proportionate human expertise and the principles of Total Wealth Planning.

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The Practice Management Circle brings together practitioners who are applying the same model, confronting similar challenges and helping establish a new profession for the age of AI.

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Sessions are practical, candid and grounded in real practice.

No performance. No pretence. Just practitioners doing the work together.

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INCLUDED

• everything in Academy Membership;

• four live Practice Management Circle sessions every month;

• Academy OS practitioner development;

• structured peer learning and accountability;

• real practice and case discussions;

• business-model and proposition development;

• professional standards and conduct support;

• complete video-on-demand library;

• Academy CPD masterclasses;

• private practitioner community; and

• priority access to episodic one-to-one support at £200 per hour.

 

Practice Management Circle membership supports professional development. It does not itself confer Total Wealth Planner accreditation.

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FOUR LIVE PRACTICE SESSIONS EVERY MONTH

Bring current questions, emerging ideas and real implementation challenges to a community of practitioners building agency-led businesses.

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Sessions may cover:

• using Academy OS as the client operating system;

• translating GAME Plan™ into practice;

• developing client journeys and workflows;

• pricing episodic expertise;

• building propositions that do not depend on products or assets under management;

• communicating the distinction between advice and agency;

• professional conduct and competence;

• client cases and practice dilemmas;

• marketing, positioning and business development; and

• developments affecting the emerging Total Wealth Planning profession.

Complete Business Infrastructure: 

Start-Up Checklist

A practical route from professional idea to working agency-led practice.

Practice Documentation

Adaptable client agreements, onboarding materials, service descriptions and delivery frameworks grounded in the Academy operating model.

Professional Standards & Conduct

Develop clear boundaries, transparent client agreements, responsible AI practices and professional processes appropriate to an agency business—not a regulated retail advice model.

Your Journey
Email Support
Bring short practice questions, emerging ideas and case-study issues between sessions. Work requiring substantial research, development or individual involvement will be scoped separately before any cost is incurred.
Networking

Peer & Supplier Networking — Direct introductions to trusted partners and fellow practitioners

Professional & Market Developments

Keep informed about artificial intelligence, changing client behaviour, professional practice and other developments affecting agency-led planning.

Feedback Loop

Influence the Academy — Feedback loop to shape resources, support offerings, and industry consultation responses

Private Peer Community:

Connect with people building the same kind of practice.

Share ideas, test assumptions, troubleshoot obstacles, examine cases and learn from what other practitioners are discovering.

The Circle is not built around dependence on one expert.

Its value comes from combining Academy frameworks, collective experience, constructive challenge and the practical intelligence of people doing the work.

EPISODIC ONE-TO-ONE EXPERTISE

Most practice development takes place through Academy OS, shared resources and group learning.

When a question requires deeper individual attention, Practice Management Circle members can access focused support with Steve Conley for £200 per hour.

Use as much or as little individual support as the situation warrants.

Who This Is For:
 

  • accredited Total Wealth Planners implementing the Academy operating model;

  • GAME Plan Practitioners transitioning to Academy OS;

  • accreditation candidates preparing to establish their practices;

  • qualified financial professionals moving from advice-led to agency-led work;

  • existing practitioners developing new propositions, workflows or income models; and

  • serious practice builders who want professional community without permanent one-to-one dependency.

 

The Practice Management Circle is for people actively applying the model—not merely observing it.

WHAT YOU GAIN:

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✓ greater clarity about your proposition, clients and operating model;

✓ practical competence in applying Academy OS;

✓ peer challenge and learning from practitioners working through similar issues;

✓ better systems, documentation and delivery processes;

✓ confidence in explaining the distinction between advice and agency;

✓ a commercially sustainable model based on planning rather than products; and

✓ continuing development within an emerging professional community.

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What Practitioners Say:

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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."

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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."

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