AI & Total Wealth Planning Strategy Session
Get Clear on Your Next Move — Before the Market Forces It
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Most advisers I speak to right now describe the same feeling.
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Business is still coming in. Clients seem satisfied. But something is different. The certainty that carried them through the last decade is quietly eroding.
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That feeling is data. It is telling you something the numbers have not shown yet.
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The advice model that has served the profession for 30 years is straining under the weight of a world it was not built for. Clients are arriving with AI-generated analysis, informed questions, and an agency they have never had before. The technical work that once justified ongoing dependency — cashflow modelling, information synthesis, scenario analysis — is being absorbed by tools that cost nothing.
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This does not make good planners obsolete.
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But it does mean the profession is changing. And the advisers who move deliberately — before margin compression, before fee challenges, before AI-native competitors scale — will be in a fundamentally different position to those who wait.
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This session is for advisers who would rather think ahead than react under pressure.
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Standard price: £2,000. Use promo code STRATEGY995 at checkout.
1 day remaining at this price.
What the Session Delivers
This is not a theoretical discussion. It is not generic business coaching. It is not a sales conversation for a programme.
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It is a focused 90-minute strategic working session — delivered personally by Steve Conley, Chartered Financial Planner and founder of the Academy of Life Planning — designed to give you clarity you can act on immediately.
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Before the session: You complete a short strategic questionnaire. This surfaces your current business model, your concerns, your ambitions, and your perceived opportunities — so the session is tailored to your specific situation, not delivered as a generic conversation.
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During the 90-minute session — three layers:
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Layer 1 — Diagnosis
We clarify your current position, pressures, assumptions, and ambitions. Where is your model genuinely exposed? Where is your value genuinely irreplaceable?
Layer 2 — Strategic insight
We examine how AI, client agency, and the shift toward Total Wealth Planning are changing the advice landscape — specifically for a practice like yours. Not in theory. In practice.
Layer 3 — Roadmap
We identify the most relevant next steps for your business — proposition, pricing, positioning, and model evolution — over the next 12 months.
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After the session: You receive a concise written strategic summary including key observations, business model risks, strategic opportunities, and recommended priorities. Something tangible to act from — not just a conversation you try to remember.
What You Leave With
By the end of the session you will have:
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A clearer understanding of how AI is reshaping client expectations and planning work
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An honest view of where your current business model may be exposed
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Greater clarity about where your human value genuinely sits — and where it does not
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Insight into how Total Wealth Planning differs from traditional advice structures
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A practical view of the transition options available to you over the next 12 months
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A written strategic summary you can use as a reference point and share with partners or colleagues
Most importantly — you leave with clarity you can act on immediately. Not more things to think about.
The Five Bonuses Included
Every Strategy Session includes five additional resources at no extra cost:
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Total Wealth Plan app — our AI-enabled done-by-you GAME Plan tool
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Your Money & Your Life workbook — 60-page planning guide
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Total Wealth Planner business start-up checklist
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Total Wealth Planner self-check assessment tool — via Scoreapp
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Total Wealth Planner training video — Human Capital Strategies session
These resources give you immediate practical value from the moment you book — independent of the session itself.
Who This Is For
This session is designed for:
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Independent financial advisers sensing that the traditional model is under pressure
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Advice firm owners questioning how AI will affect future profitability and relevance
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Planners who want to move beyond product intermediation toward deeper client work
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Firms exploring how to reposition around planning, human judgement, and genuine client partnership
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Professionals who know change is coming but want a clearer and more commercially grounded roadmap
This is especially valuable if you are asking:
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"How do we stay relevant when AI starts doing more of the technical work?"
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"What will clients still pay for — and what will they start questioning?"
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"How do we evolve without losing commercial viability during the transition?"
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This Session Is Not for You If
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You believe the current model will continue unchanged
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You are not ready to rethink your positioning
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You are looking for reassurance rather than honest strategic clarity
Why Now
The window to reposition early is still open.
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But not indefinitely.
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The firms that wait until margins compress, clients question fees, or AI-native competitors scale at volume will be forced to change under pressure. The options available to them will be narrower, the transitions harder, and the commercial cost higher.
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This session is for those who prefer to move before that point.
What Happens After the Session
The Strategy Session is designed to stand alone. You will leave with clarity regardless of what you decide to do next.
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For advisers who want to take the next step, four structured pathways to Total Wealth Planner accreditation are available — from £545 to £3,995 — each designed for a different stage of readiness and pace of transition.
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The session will give you a clear view of which pathway, if any, is right for your situation.
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There is no pressure. There is no sales script. There is just clarity — and a map of what is available to you when you are ready.
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The Regulatory Reality
One question surfaces in almost every conversation I have with advisers considering this transition.
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"What about regulation?"
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Financial planning — when it involves plans rather than products, and when it does not involve recommending regulated investments or touching client money — is classified as generic advice. In the UK, PERG 8.26 is explicit on this. It sits outside the regulatory perimeter by design.
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This means operating as a Total Wealth Planner is regulatory light, conflict-free, and — in the experience of over 60 practitioners who have made the transition through the Academy — significantly more trusted by clients than the product-led model they left.
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The barrier most advisers imagine is considerably larger than the one that actually exists.
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This session will give you a clear, honest view of what the regulatory position means for your specific situation.
About Steve Conley
Steve Conley is a Chartered Financial Planner, Chartered Insurer, and founder of the Academy of Life Planning — a professional development platform he has been building since 2012.
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His background includes senior roles at HSBC, RBS Group, and Santander, including serving as Head of Investments within HSBC Bank plc's UK Retail Investment Business. He has spent over 40 years in financial services — and the last 14 building the alternative.
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Over 60 financial professionals have completed Total Wealth Planner accreditation through the Academy. Steve has guided each of them through the transition he is describing in this session.
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He is not offering a theoretical perspective. He is offering a practical one — built on 14 years of doing it, and a career spent understanding the system he is helping you leave.
Even one strategic shift from this session can repay the investment many times over.
Investment
Standard price: £2,000
March offer: £995
Saving: £1,005
Offer expires: 31 March 2026
Promo code: STRATEGY995
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​Includes pre-session questionnaire review, 90-minute private online session, written strategic summary, and five bonus resources.
Use promo code STRATEGY995 at checkout.
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Or book a free 15-minute clarity call first if you would like to discuss fit before committing.
Delivered personally by Steve Conley BSc FCII — Chartered Financial Planner, Chartered Insurer, and founder of the Academy of Life Planning.
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This is not regulated financial advice. It sits outside the regulatory perimeter under PERG 8.26.