Redesign your advice business for the AI age — before the market forces you to.
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If you run a financial advice or planning business and sense that the old model is starting to strain, this session is for you.
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In just 90 minutes, we will step back from the noise, examine how AI is changing the profession, and identify what your firm needs to do next to remain relevant, valuable, and commercially resilient.
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This is not generic business coaching.
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It is a focused strategic intervention for advisers, planners, and firm owners who want to understand how to evolve from product-led advice towards a more future-fit, Total Wealth Planning model.
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Investment: £2,000
Format: 90-minute online strategy session
Includes: pre-session review, live strategic working session, and written summary with recommended next steps
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The Challenge
The profession is changing faster than most firms are prepared for.
Clients are arriving better informed.
AI can now perform much of the technical work that once justified ongoing dependency:
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cashflow modelling
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information synthesis
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scenario analysis
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document interpretation
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first-draft planning support
That does not make good planners obsolete.
But it does change where value sits.
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The firms that thrive in the next chapter will not simply use better tools. They will rethink their model.
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They will move from calculation to interpretation, from dependency to agency, and from traditional advice structures to a more human, strategic, and values-aligned planning relationship.
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That shift is what this session is designed to help you navigate.
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 towards deeper client work
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firms exploring how to reposition around planning, human judgement, and thinking 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 thinking:
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“How do we stay relevant when AI starts doing more of the work?”
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“What will clients still pay for?”
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“How do we evolve without losing commercial viability?”
What You Will Gain
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 really sits
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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 after the session
Most importantly, you will leave with clarity.
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Not vague inspiration. Not theory. A clearer sense of what matters now, what can wait, and what direction makes sense for your business.
What Happens Before, During, and After
Before the session
You will receive a short strategic questionnaire to complete in advance.
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This helps surface your current business model, concerns, ambitions, and perceived opportunities. It also allows the session to be tailored to your situation rather than delivered as a generic conversation.
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During the 90-minute session
We work through three layers:
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1. Diagnosis
We clarify your current position, pressures, assumptions, and ambitions.
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2. Strategic insight
We examine how AI, client agency, and the shift towards Total Wealth Planning are changing the advice landscape.
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3. Roadmap
We identify the most relevant next steps for your business, proposition, pricing, positioning, and model evolution.
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After the session
You will receive a concise written strategic summary with:
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key observations
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business model risks
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strategic opportunities
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recommended priorities and next steps
This gives you something tangible to reflect on and act from after the conversation.
What Makes This Different
This is not a generic consultant’s opinion.
This session draws on Steve Conley’s long-standing work in ethical, product-free, human-centred planning, and his leadership in the development of Total Wealth Planning through the Academy of Life Planning.
It combines:
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deep sector understanding
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practical commercial insight
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a strong grasp of AI-enabled change
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a clear alternative to the legacy advice model
The purpose is not to pressure you into a programme.
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The purpose is to help you think clearly about where the profession is going — and where you want to stand within it.
Outcomes We May Explore
Depending on your situation, the session may help you:
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reframe your value proposition
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identify AI-vulnerable areas of your service model
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clarify where planning adds most human value
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consider alternatives to AUM-centred pricing
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design a more agency-supportive client journey
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explore whether a Total Wealth Planning transition is right for you
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identify the first practical moves to make over the next 90 days
Ideal For Firms That Want to Think Ahead
The firms that wait until margins tighten, clients question fees, or AI-native competitors emerge at scale may find themselves changing under pressure.
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This session is for those who would rather think ahead.
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Not reactively.
Strategically.
Investment
£2,000
Includes:
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pre-session strategic questionnaire review
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90-minute private online strategy session
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written post-session strategic summary with recommended next steps
This is a high-value session for firms and professionals who want strategic clarity, not generic encouragement.
About Steve Conley
Steve Conley is the founder of the Academy of Life Planning and a long-standing advocate for more transparent, ethical, and human-centred financial planning. He has spent years challenging extractive models within financial services and developing practical alternatives that place life before product and agency before dependency.
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Through the Academy, Steve helps planners and firms transition towards a more holistic, future-fit approach to advice and planning — one aligned with the realities of AI, changing client expectations, and the need for a more trustworthy profession.
Ready to explore what your business model may need next?
If you would value a focused, high-level strategic conversation about the future of your advice business, apply below.
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Apply for an AI & Total Wealth Planning Strategy Session
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Or, if you would prefer an initial conversation first, you can register your interest and we will be in touch.
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