Course Schedule For 2025
Step into 2025 with confidence by joining our Game Plan course schedule, carefully designed to give you the tools, knowledge, and strategies to grow your practice. Each session, led by Steve Conley, offers practical tips and guidance to help you apply the Game Plan in ways that truly make a difference.
These sessions are FREE for Academy Members. These sessions are more than just training—they’re opportunities to gain fresh ideas, build confidence, and take your practice to the next level. Let’s make 2025 the year you achieve your goals. Book your place today and start your journey with us!
Thur 14 Jan 2:00 PM
The Evolution Expert
The Evolutionary Coach: Unlocking Human Potential In this transformative session, we explore the principles of Evolutionary Coaching, inspired by Richard Barrett’s groundbreaking book. This Masterclass delves into the seven stages of psychological development—Surviving, Conforming, Differentiating, Individuating, Self-actualising, Integrating, and Serving—guiding you in empowering clients to accelerate their personal growth journey. Together, we focus on helping clients uncover their higher purpose and align their foundational strengths to support it. By fostering inspiration and enabling a state of flow, you’ll guide clients to move from dependency to independence, then interdependence, and ultimately achieve full-spectrum consciousness. This holistic approach helps clients master their needs and find fulfilment, particularly in the later stages of life. Whether you’re working with clients just beginning their journey or those looking to embrace a more profound sense of purpose, this session equips you with practical techniques to inspire meaningful, lasting change. You’ll leave with the tools to nurture self-awareness, unlock potential, and lead clients towards a more balanced, enriched life.
Thur 6 Feb 2:00 PM
The Profit Planner
The Profit Planner: Building a Roadmap to Your Future In this empowering Masterclass, we focus on turning your client’s favourite future into a clear and actionable business plan. Using a human capital development framework, we calculate the net profit forecast required to support their aspirations, placing a tangible price tag on their dream life. We then apply Nigel Botterill’s (Founder of Entrepreneur's Circle) 12 Key Numbers framework to break the target down into practical, actionable steps—starting from the number of leads needed and working upwards. This bottom-up approach ensures every target is realistic, achievable, and aligned with operational capacity. With this method, we create a robust business plan that not only delivers financial clarity but also supports long-term growth and sustainability. By the end of the session, you’ll be equipped with the tools to guide clients in transforming their goals into measurable milestones, fostering confidence and commitment to their future. This is more than just planning—it’s about inspiring action and building a path to success.
Tue 4 Mar 2:00 PM
The Eudaimonia Architect
Eudaimonia: Beyond Hedonism – Finding True Fulfilment In this inspiring Masterclass, we shift the focus from simply meeting immediate wants and needs to exploring a more profound, purposeful way of living. While traditional plans often emphasise hedonistic goals—those that bring short-term comfort or pleasure—our holistic approach prioritises eudaimonic goals. These are the aspirations that align with your deeper values, fulfil your sense of purpose, and allow you to live meaningfully. We’ll ask the essential questions: What does your soul truly desire? What legacy will you leave behind? By helping clients connect their goals to their core values and higher purpose, we empower them to create a life of lasting significance. It’s about more than just financial security—it’s about shaping a life that feels fulfilling and leaves a positive mark on the world. By the end of this session, you’ll have the tools to guide clients towards a future that’s not just comfortable but truly meaningful. You’ll help them live a life aligned with their values, contributing to something greater than themselves and building a legacy that resonates far beyond their lifetime.
Thur 27 Mar 2:00 PM
The Hero's Guide
The Hero’s Journey: A Blueprint for Growth and Transformation In this uplifting Masterclass, we delve into Joseph Campbell’s timeless framework, The Hero’s Journey, to uncover how it mirrors our own lives and inspires personal transformation. This universally recognised path, famously woven into Hollywood and Disney classics like Star Wars and The Lion King, provides a roadmap for resilience, self-discovery, and growth. The Hero’s Journey begins in the “Ordinary World” but quickly takes us into the unknown as we face challenges, find mentors, and ultimately emerge transformed. It reminds us that life’s trials are not setbacks but opportunities for growth, allowing us to return to our communities with newfound strength, wisdom, and purpose. This Masterclass will guide you through each stage of the journey, helping you connect these archetypes to your own experiences and those of your clients. You’ll learn how to reframe challenges as opportunities, embrace the role of the mentor, and empower clients to overcome their ordeals and achieve meaningful transformation. By applying this framework to your practice, you’ll discover tools to help clients navigate life’s uncertainties, unlock their potential, and find a deeper sense of purpose. You’ll leave inspired and equipped to lead others—and yourself—on the path of resilience, growth, and impact. This is more than a storytelling tool; it’s a practical guide to living a meaningful and purpose-driven life.
Tues 15 Apr 2:00 PM
The Subconscious Specialist
The Subconscious Specialist: Turning Dreams into Reality In this innovative Masterclass, we dive into the transformative power of the subconscious mind to help clients realise their most inspiring vision for the future. Using insights from the Significant STORIES System, we guide planners to translate their clients’ purpose statements into a deeply rooted subconscious belief, paving the way for meaningful change. The theory is simple yet profound: while the conscious mind can separate reality from imagination, the subconscious mind treats our thoughts and dreams as real. By using emotionally charged words and vivid imagery to replay their vision of a favourite future, clients can reprogramme their subconscious to align with their aspirations. This shift in mindset drives actions and decisions that turn dreams into tangible reality. We explore practical methods, including affirmations, life boarding to create visual representations of goals, and crafting life scripts—powerful narratives clients can record and listen to, reinforcing the belief that their dream is already a reality. By the end of this session, you’ll have the tools to guide clients in reprogramming their subconscious mind, empowering them to take confident steps toward their ideal future. This is about more than goal-setting; it’s about creating a mindset of possibility and aligning decisions with their highest aspirations. You’ll leave equipped to inspire transformative change and help clients build the life they truly desire.
Tues 13 May 2:00 PM
The Prisca Theologian
The Prisca Theologian: Discovering Universal Wisdom for Holistic Life Planning In this enlightening Masterclass, we embrace the concept of Prisca Theologia—the idea of a universal wisdom at the heart of humanity’s great spiritual and philosophical traditions. This ancient belief suggests that beneath the diversity of religious and mystical practices lies a core truth, timeless and inclusive, offering profound insights into the nature of life, the cosmos, and our place within it. At the Academy of Life Planning, the Game Plan framework reflects this spirit of universal wisdom. By drawing from traditions like Christianity, Islam, Hinduism, Buddhism, Shamanism, Hermetic Qabalah, and others, we offer a holistic approach to life planning that integrates spiritual and philosophical insights with practical financial strategies. This isn’t just about managing money; it’s about aligning every aspect of life—emotional, intellectual, spiritual, and financial—with your highest aspirations. Each tradition contributes something unique: The Abrahamic faiths emphasise stewardship, community, and ethical living. Eastern philosophies teach balance, responsibility, and harmony with the greater good. Mystical and ancient systems, like Kabbalah and Alchemy, inspire personal growth and transformation. By weaving these threads of wisdom into our planning process, we help clients create lives that are not only secure but deeply meaningful, connected, and impactful. This Masterclass is an invitation to explore a path of purpose and fulfilment, inspired by the collective knowledge of humanity’s greatest traditions. You’ll learn how to guide clients in creating plans that reflect their values, align with their purpose, and support their emotional and spiritual well-being alongside their financial goals. Together, we can illuminate a universal path to a life of harmony and abundance.
Tue 10 Jun 2:00 PM
The Contemplative Consultant
The Contemplative Consultant: Embarking on The Great Journey In this deeply reflective Masterclass, we invite you to explore the profound pathways of contemplation and self-discovery that form The Great Journey. Inspired by ancient wisdom and timeless archetypes, this journey integrates meditation, visualisation, and mindfulness to guide you and your clients through the transformative stages of the Academy of Life Planning’s GAME Plan. By aligning with the compass points and seasonal elements, each pathway offers a unique opportunity to uncover wisdom, inspiration, purpose, and strength. These contemplative practices serve as tools for overcoming challenges, rediscovering balance, and building a life aligned with your highest potential. Whether seeking clarity, healing, or transformation, you’ll find a pathway designed to meet you where you are. The Eight Contemplative Pathways: The Path of Wisdom (North/Winter/Earth) Discover the quiet power of ancient knowledge by entering Bran the Blessed’s feasting hall. Here, through storytelling and reflection, you’ll uncover insights to illuminate your way out of ignorance and darkness. The Path of Inspiration (N.E./Taste and Smell) Rekindle your inner light by seeking the goddess Ceridwen in her sacred cave. Through her transformative cauldron, you’ll awaken passion, creativity, and the courage to embrace change. The Path of Purpose (East/Spring/Air) Find your direction with Olwen, Lady of Flowers. Follow her footsteps of growth and freedom as you explore new beginnings and align your goals with a fresh perspective. The Path of Strength (S.E./Touch) Build confidence and resilience at Gofannon’s forge. Here, with the guidance of the skilled blacksmith, you’ll craft the tools—both tangible and symbolic—that empower you to overcome obstacles. The Path of Transition (South/Summer/Fire) Embark on a journey to Scathach’s island to unlock your potential. Through her warrior training, you’ll gain the skills and agility to face life’s challenges and move forward with purpose. The Path of Insight (S.W./Hearing) Dive into the undersea realm of Manannan, god of the sea, to find the pearl of balance and harmony. By attuning to its wisdom, you’ll reconnect with your inner equilibrium and compassion. The Path of Understanding (West/Autumn/Water) Rest and heal in the apple orchards of Morgen, the queen of Avalon. Through dreams and reflection, you’ll uncover solutions to overwhelming problems and gain the understanding needed for enlightenment. The Path of Cleansing (N.W./Sight) Immerse yourself in the Cauldron of Rebirth to purify and renew your being. Let go of what no longer serves you and emerge transformed, ready to embrace truth and justice. A Path to Fulfilment and Transformation This Masterclass equips you with the tools to incorporate contemplative practices into your life and work, offering your clients a deeper connection to their goals, values, and purpose. Whether you’re seeking clarity in decision-making, the strength to overcome obstacles, or the insight to create balance, these pathways provide a structured yet personal approach to growth and transformation. Join us on this journey of reflection, healing, and self-discovery, and leave with the confidence and wisdom to guide others through their own Great Journey. Together, let’s create a future that is balanced, purposeful, and profoundly fulfilling.
Tues 8 Jul 2:00 PM
The Perimeter Prefect
The Perimeter Prefect: Redefining Financial Planning Beyond Regulation In this empowering Masterclass, we explore how to operate successfully as a financial planner outside the FCA’s regulatory perimeter. By focusing on education and guidance rather than product sales, planners can offer a transparent and client-centred approach, free from conflicts of interest and regulatory red tape. Inside vs Outside the FCA Perimeter Inside the Perimeter: Financial advisers selling products and providing regulated advice are overseen by the FCA to manage conduct risks, including conflicts of interest and mis-selling. These firms are subject to strict rules, ensuring fairness and accountability, but their advice often ties back to product sales, which can create pressure and hidden agendas. Outside the Perimeter: Independent financial planners who focus on education and generic advice operate beyond FCA regulation. They don’t sell products or manage investments, which eliminates the risk of conflicts of interest. Their role is to empower clients with knowledge, equipping them to make informed decisions about their finances, without any pressure to buy products. Bridging the Consumer Sophistication Gap This approach addresses what Robin Powell calls the “consumer sophistication gap”—the lack of financial knowledge that leaves individuals unable to make confident decisions. Instead of expanding access to traditional, product-driven advice, independent planners fill the gap with education and guidance, enabling clients to take control of their financial lives. By using models like financial coaching and pay-as-you-go services, planners provide affordable, accessible support to those who would otherwise be left behind. If clients need specific products, they can be referred to independent resources, such as those offered by Which? Money, ensuring decisions remain unbiased and in the client’s best interests. Why Operating Outside the Perimeter Works Operating outside the FCA’s perimeter doesn’t increase conduct risks—it reduces them. Decades of regulatory experience show that mis-selling and poor advice stem from product-based activities, which are tightly regulated. By focusing on education, independent planners steer clear of these risks, offering a transparent and effective alternative for clients. Empowering Consumers and Redefining Financial Planning For consumers, this means access to unbiased, cost-effective advice tailored to their needs. For planners, it’s an opportunity to redefine financial planning as a profession grounded in education, empowerment, and trust. This Masterclass will equip you with the tools and knowledge to navigate the regulatory landscape confidently, helping you build a practice that prioritises client empowerment and ethical transparency. Together, we can create a financial ecosystem where education and trust take centre stage, enabling everyone to take control of their financial futures. Let’s embrace a new way forward—one that puts people, not products, at the heart of financial planning.
Tues 5 Aug 2:00 PM
The Cycle Coach
The Cycle Coach: Planning in Harmony with Life’s Elements In this insightful Masterclass, we explore how ancient Chinese knowledge of the elements can guide us to structure financial planning in the right order, ensuring better outcomes for clients. By following The Productive Cycle, we focus on planning the client before planning the money, creating a process that inspires and empowers. The Productive Cycle: The Right Way to Plan The Productive Cycle aligns with the Academy’s GAME Plan framework: Goals: Multi-dimensional goal setting that inspires clients in every area of their lives. Actions: A clear, actionable project plan to achieve those goals. Means: A lifetime cash flow forecast and ‘what if’ analysis to address financial shortfalls, paired with financial education on direct-to-consumer solutions. Execution: A personal coaching programme to encourage implementation and ongoing review. This approach ensures that life goals—not money—drive the planning process. By putting the client’s aspirations at the centre, we create plans that are inspiring, balanced, and productive. Clients feel empowered, with a solid roadmap to achieve the life they truly want. The Exhaustive Cycle: The Money-First Approach By reversing the cycle—starting with the money instead of the client’s life—financial planning can become restrictive and uninspiring. This approach focuses on optimising what’s already there, designing a life within financial constraints. While it may preserve capital, it risks neglecting the intangible joys of life—friendships, love, and fulfilment. Clients may find this process exhausting, locking them into a lifetime of work with little hope of achieving true happiness. The Destructive Cycle: Treating Money as the Client When planning focuses solely on finances—ignoring the client’s life aspirations—it becomes transactional and hollow. This traditional “asset hoovering” approach, driven by product providers, prioritises financial wealth over other dimensions of well-being. Clients are often left with a lifetime of regret, wondering if there was more to life than accumulating money. A Better Way Forward The top regrets of the dying, as shared by palliative care nurse Bronnie Ware, include not living true to oneself, working too hard, and not maintaining meaningful relationships. These needs are not addressed by traditional financial planning models, which focus narrowly on monetary goals. By adopting The Productive Cycle, we help clients design plans that prioritise what truly matters—living authentically, spending time with loved ones, and achieving happiness. It’s an approach that goes beyond numbers, creating wealth in every dimension of life. Which process would your clients value most? This Masterclass will equip you with the knowledge to transition from a traditional financial intermediary to a non-intermediating financial planner. Discover how to align your practice with your clients’ deepest values and aspirations. Contact us today to learn how the Academy of Life Planning can support your journey to becoming a more inspiring, impactful planner. Together, let’s build a future where financial planning empowers lives, not just wallets.
Tues 2 Sep 2:00 PM
The M-POWER Mentor
The M-Power Mentor: Take Control of Your Financial Future In this empowering Masterclass, we break away from traditional financial advice models and embrace a revolutionary approach to financial planning—one rooted in education, empowerment, and self-agency. At its core, M-POWER is about putting you in the driver’s seat, giving you the tools, knowledge, and confidence to make informed decisions about your money without relying on others to take control. Why Empowerment Matters For too long, the financial services industry has operated on delegation—clients handing over control of their money to advisers who often prioritise fees and products over people. But the truth is clear: when it comes to your finances, the best hands to trust are your own. M-POWER challenges this outdated model. We believe that knowledge is power and that with the right education and support, you can take charge of your financial journey. This isn’t about managing wealth for you—it’s about equipping you to manage it yourself, with clarity and confidence. The M-POWER Approach Here’s how we help you take control of your finances: Measure Your Activation Score: Understanding your current financial engagement is the first step. What you measure, you can manage. Learn with Comprehensive Education: Access our financial education library, designed to make complex concepts simple and actionable. Use Advanced Tools: Our world-first, end-user financial planning tool integrates with open banking, offering a bank-agnostic approach to managing your money. Craft Your GAME Plan: Design a personalised, holistic life and money strategy tailored to your goals and aspirations. Ask the Experts: Enjoy unlimited email access to impartial experts who provide guidance without selling products. All of this is offered at a cost that’s less than your weekly latte habit—a small investment for life-changing empowerment. Why the Old Model Falls Short The traditional model of financial planning often prioritises wealth management over life planning. It can leave people feeling disempowered, locked into cycles of dependence, and burdened by financial complexity. M-POWER flips this script, focusing instead on clarity, simplicity, and self-agency. Proper coaching isn’t about taking over; it’s about helping you discover your path. By engaging with your own financial journey, you’ll build self-awareness, competence, and confidence. Over time, these new behaviours will lead to real, tangible change in your life. Join the Financial Empowerment Movement This isn’t just a new way to manage money—it’s a revolution in financial planning. It’s about creating a fairer, more inclusive financial ecosystem where people are equipped to succeed on their own terms. So, if you’re tired of the old model and ready to take control of your financial future, M-POWER is your pathway forward. With our holistic approach, you’ll gain the clarity and confidence to make decisions that reflect your values and goals. This is about more than just finances—it’s about freedom. Freedom from outdated systems, from reliance on others, and from the fear of financial uncertainty. Join the Money Empowerment Movement today and be your own financial planner. Take the reins, steer your financial future with confidence, and create a life that’s truly yours. Because when you’re in control, the possibilities are endless. Let’s build a future where knowledge and empowerment shape your financial story. The era of holistic financial planning is here—and it’s about time.
Thurs 25 Sep 2:00 PM
The Comfy Consumer
The Comfy Consumer: Balancing Well-Being and Consumption In this thought-provoking Masterclass, we explore the connection between consumption and well-being, helping you find the sweet spot where money serves your happiness, not the other way around. By understanding the Threshold Hypothesis, we uncover how income impacts happiness, when it stops making a difference, and how you can use your financial resources to live a more meaningful and fulfilling life. Can Money Buy Happiness? The Threshold Hypothesis suggests that money can improve happiness—but only to a certain point. Research by Daniel Kahneman and Angus Deaton indicated that happiness plateaus around £57,000 annually. However, newer studies, such as those by Matthew Killingsworth, reveal that happiness can continue to rise with income if used wisely. The key isn’t just how much you earn but how you use it. Money provides control, freedom, and security, which are essential for reducing stress and focusing on what truly matters. But beyond a certain threshold, more income doesn’t necessarily mean more happiness—especially if it brings stress, isolation, or a sense of imbalance. From Comfort to Contribution True fulfilment often lies not in consuming more but in using surplus funds to contribute to something greater than yourself. As we move through life, our focus naturally shifts from self-actualisation—pursuing personal growth and satisfaction—to self-transcendence, where happiness comes from making a difference in the world. This could mean supporting causes close to your heart, volunteering your time, or investing in projects that leave a lasting legacy. By aligning your spending with your values, you create a life that is not only comfortable but also profoundly impactful. How to Plan a Comfortable Level of Consumption At the Academy of Life Planning, we help you optimise your well-being by planning a level of consumption that feels comfortable and sustainable. Here’s how we do it: Understand the Threshold Hypothesis: Identify your own “enough” point—the income level where you feel secure and content. Focus on What Matters: Redirect surplus funds towards fulfilling your deeper values and aspirations, whether that’s buying time, creating experiences, or contributing to meaningful causes. Create a Balanced Plan: Develop a financial strategy that aligns your consumption, savings, and giving with your goals for both personal happiness and global impact. Think Beyond Material Goods: Recognise that true well-being comes from relationships, experiences, and purpose, not just possessions. Why Balance Matters Without planning, it’s easy to fall into the trap of overconsumption, chasing happiness through material goods. Yet studies show that focusing on what money can’t buy—like love, respect, and fulfilment—leads to greater life satisfaction. By planning your consumption thoughtfully, you can avoid the stress and dissatisfaction that often accompany excess while using your resources to create a life of balance, happiness, and purpose. Your Journey to Meaningful Wealth This Masterclass is your guide to finding the balance between enjoying your resources and using them to make a difference. You’ll leave with practical tools and insights to help you: Plan your finances around what truly brings you joy. Use money to gain control, buy time, and create freedom. Align your financial decisions with your values and goals. Money is a tool, not a goal. Let us help you create a financial plan that enriches your life and the lives of others. Together, we can design a future where consumption brings comfort, not excess, and your wealth becomes a force for good. Join us and take the first step towards a life that’s both financially secure and deeply meaningful.
Tues 14 Oct 2:00 PM
The Divine Designer
The Divine Designer: Peeling Back the Veil to Your True Self In this transformative Masterclass, we guide you on a journey of self-discovery—uncovering the deeper truths of who you are and why you’re here. By lifting the veils that obscure your true self, you’ll connect with Divine Wisdom, Will, and Inspiration to live a values-led, purpose-driven life filled with clarity and fulfilment. Pulling Back the Veils Life often feels dictated by external achievements, material goals, and societal expectations. But beneath these lies a deeper essence—your soul’s desires and your unique purpose. This journey involves peeling back two metaphorical veils: The First Veil: The Illusion of Ego Needs The first veil, known as the Veil of Paraketh, hides your soul’s desires behind the illusion of ego-driven needs. We often define ourselves by what we do, own, or achieve, but this is only a surface-level existence. True fulfilment comes when we look beyond the ego, discovering the observer within—the part of us that transcends external validation. Many experience this shift during a life event like a mid-life crisis or awakening, when the soul begins to challenge the status quo. This is the moment to ask: “What truly matters to me?” The Second Veil: Discovering Values and Purpose The second veil, the Veil of the Abyss, reveals your deepest values and divine purpose. It’s here that you discover your unique talents and how to use them in service of others. Lifting this veil is often accompanied by profound insight and clarity, aligning your actions with your values and creating a purposeful, impactful life. Beyond the Illusion The veils create the illusion that we are separate from our deeper selves and the world around us. They feed on: Duality: Seeing life in opposites rather than unity. Materialism: Valuing possessions over connection. Ego: Identifying with roles or achievements instead of essence. Pulling back the veils isn’t about rejecting the world—it’s about engaging with it from a higher perspective. When you see beyond the illusion, life transforms: Clarity in Purpose: Align your values and talents with meaningful actions. Inner Peace: Navigate challenges with confidence and calm. Authenticity: Live true to yourself, free from external pressures. Empowered Living: Make choices guided by wisdom and intuition. How the Game Plan Supports Your Journey The Game Plan provides a structured framework to guide this journey of self-discovery. Through tailored exercises, reflection, and support, you’ll: Identify your true desires and values. Explore your unique purpose and align it with your actions. Shift from ego-driven goals to soul-aligned living. Our role isn’t to tell you who you are—it’s to help you uncover the truths already within you. The Journey Ahead This process requires courage, patience, and an openness to explore. But with each layer you pull back, you’ll find greater clarity, confidence, and fulfilment. The veils are not barriers; they are invitations to step into your fullest potential. Are You Ready to Begin? Lifting the veils is not about becoming someone new—it’s about revealing the real you. This is your journey, but you’re not alone. Together, we can uncover the deeper truths that lead to a life of alignment, authenticity, and abundance. Take the first step with us and discover what’s waiting on the other side of the veils. Your true self is closer than you think.
Tues 11 Nov 2:00 PM
The Detox Executor
The Detox Executor: Elevating Your Mind, Body, Heart, and Spirit In this transformative Masterclass, we explore The GAME Plan: Four Capitals Detox, a holistic framework designed to help you achieve balance and well-being across every dimension of your life—mind, body, heart, and spirit. By addressing imbalance and embracing the natural laws of health and harmony, you’ll lay a foundation for living a purposeful, fulfilled life. A Holistic Approach to Well-Being True well-being comes from achieving a healthy equilibrium in all areas of your life. When one area—be it physical, mental, emotional, or spiritual—is out of balance, it can hold you back from becoming your fullest self. This detox programme helps you heal each plane of your existence, creating a solid foundation on which to build a life of joy, vitality, and contribution. Using the seven natural laws of Hermetic philosophy, the programme provides a step-by-step approach to elevate your well-being. Each law offers insights into how to transform your life: The Law of Mentalism: Change begins in the mind. By visualising and believing in a higher state of well-being, you set the foundation for transformation. The Law of Correspondence: Address wellness from the ground up—start with the physical plane and work upwards to mental, emotional, and spiritual health. The Law of Vibration: Imagine raising your vibrational state on each plane, moving from low-energy states to high-energy wellness. The Law of Polarity: Recognise that well-being exists on a spectrum. Aim to shift towards the positive end of the scale in every area of life. The Law of Rhythm: Understand that wellness ebbs and flows. Use awareness to maintain balance and sustain improvements. The Law of Cause and Effect: Choose to take action and be the cause of your improved well-being, rather than reacting to external circumstances. The Law of Gender: Embrace the balance of yin (receptive) and yang (active) energies, recognising that transformation is a continuous journey. The Four Capitals Detox The detox programme focuses on healing and elevating the four planes of being: 1. Physical Detox Begin with your body. Address hydration, diet, exercise, breathing, relaxation, sleep, and laughter to restore vitality. A balanced physical state creates the energy and strength needed for further transformation. 2. Mental Detox Clear your mind of old patterns and thoughts that no longer serve you. Through mindfulness and reflection, align your financial behaviours and life choices with your values. This is where financial detox begins—restructuring money habits to support your goals and well-being. 3. Emotional Detox Release stored emotions and unresolved stress. Embrace emotional clarity by letting go of feelings that weigh you down and create space for healthier relationships and a brighter future. 4. Spiritual Detox Connect with your inner wisdom and listen to the stillness within. Spiritual health fosters love, joy, peace, and compassion, creating a deeper sense of purpose and alignment in your life. A Life of Balance and Purpose This programme isn’t just about short-term fixes—it’s about creating sustainable well-being. By detoxing and rebalancing your mind, body, heart, and spirit, you elevate your vibration and transform how you engage with the world. Through consistent attention and practice, you’ll find yourself becoming calmer, more focused, and more resilient. You’ll attract positive energy, experience deeper connections, and live with greater joy and purpose. Your Journey Starts Here This is your opportunity to step into the Higher You and create a life of harmony and abundance. Take time to pause, reflect, and heal. Reconnect with yourself and discover the limitless potential within. Are you ready to detox and transform every aspect of your life? Let us guide you on this empowering journey to balance, health, and fulfilment. Together, we’ll help you achieve a life that is truly your own—vibrant, centred, and purpose-driven. Live long. Live well. Live wisely.
Tues 9 Dec 2:00 PM
The Lead Generator
The Lead Generator: Expanding Your Client Base with Confidence Generating high-quality leads is the lifeblood of a thriving financial planning practice. In this Masterclass, we’ll explore proven strategies to help you connect with potential clients, build trust, and foster meaningful relationships. By focusing on methods that align with your values and expertise, you’ll create a lead generation system that feels authentic and effective. 10 Strategies to Boost Your Lead Generation Leverage Digital Marketing Build a strong online presence through platforms like LinkedIn and Facebook. Share informative content, engage in relevant discussions, and position yourself as a trusted expert. Social media isn’t just a platform; it’s a community waiting for your input. Optimise Your Website and Landing Pages Your website is often the first impression potential clients have of your business. Make it user-friendly, mobile-responsive, and SEO-optimised. Clear calls-to-action, such as “Book a Discovery Call,” can guide visitors to take the next step. Create Valuable Content Blogs, eBooks, and webinars are powerful tools to showcase your expertise. Share content that addresses common client questions and concerns, establishing yourself as a go-to resource for financial advice. Engage Through Email Marketing Personalised email campaigns can keep your services top-of-mind for potential clients. Share helpful tips, updates, or invites to upcoming events, nurturing relationships and building trust over time. Host Educational Events and Seminars Organise workshops or webinars on topics like retirement planning, investment strategies, or budgeting. These events allow you to demonstrate your knowledge and engage with potential clients in a more personal setting. Encourage Referrals Happy clients are your best ambassadors. Create a referral programme that incentivises existing clients to recommend your services to friends and family, amplifying your reach through word-of-mouth. Build Strategic Partnerships Collaborate with complementary professionals—estate planners, tax advisors, or accountants—who share your target audience. Mutual referrals create a win-win relationship and expand your client network. Utilise Paid Advertising Invest in targeted ads on platforms like Google or Facebook to attract clients actively seeking financial planning services. These campaigns can be customised to reach the right audience at the right time. Attend Networking Events Face-to-face connections are invaluable. Participate in industry conferences, local business events, or community gatherings to meet potential clients and build relationships in person. Highlight Client Testimonials and Reviews Positive feedback builds credibility. Showcase testimonials and reviews on your website, social media, and marketing materials to instil trust and confidence in prospective clients. Creating a Lead Generation System That Works for You Every financial planner’s approach to lead generation will look a little different, and that’s okay. The key is to choose strategies that align with your unique style, strengths, and values. Whether you excel at creating engaging content, networking in person, or nurturing relationships through email, there’s a path that fits your practice. This Masterclass will provide the guidance and tools you need to implement these strategies effectively. You’ll leave with actionable insights and a customised plan to grow your client base with confidence and ease. Ready to take the first step? Let’s get started on building your lead generation strategy and expanding your financial planning practice today.