Academy Business in a Box
Ready to Start Your Own Holistic Financial Planning Business?
Imagine running a successful financial planning business from home, with flexible hours and full control over your schedule. With the Academy of Life Planning’s "Business in a Box" solution, you can launch and grow your business seamlessly, no matter where you are.
Professional Online Presence
Mobile-Responsive Accessibility
Effortless E-commerce Integration
Cost-Effective Solution
Streamlined Client Management
Exclusive Offer for AoLP Members
Start Strong, Succeed Sooner
We take the guesswork out of starting a business. Our "Business in a Box" provides everything you need to get up and running quickly, from planning and training to your own website, ensuring you have the best tools for lasting success. It’s all done for you, so you can focus on building your dream business.
What You'll Get:
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Personalised One-to-One Training:
ailored Game Plan training and accreditation to give you the skills and confidence to succeed.
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Your Own Brand:
We help you create a personal brand, complete with a website, logo, and more.
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Comprehensive Tools:
From business documents to frameworks, templates, and a start-up checklist, you’ll have everything you need at your fingertips.
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Cutting-Edge Website:
A fully functional, professional website with an e-commerce platform, payment systems, CRM, blog, video channels, and much more.
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Exclusive Supplier Deals:
Access a network of trusted suppliers with discounted offers to help you save from the start.
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Business & Marketing Plan Support:
​Develop a strong foundation with expert guidance on business strategy, branding, and marketing.
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Ongoing Mentorship:
Receive continuous support with annual practice development, mentorship, and resources to ensure your business thrives.
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Community Support:
Connect with a network of like-minded professionals who are on the same journey as you.
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Regulatory & Legal Support:
We’ll guide you through the regulatory requirements and provide legal support, so you can focus on growing your business.
Elite Planner Accelerator Programme
Whether you're an experienced financial services professional or new to the industry, "Business in a Box" is designed to give you the best chance at early success.
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Investment: £3,890 (no VAT)
The costs are tax-deductible, so you can maximize your business efficiency right from the start.
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Why Choose Us?
The Academy of Life Planning has a proven track record of helping start-ups succeed. Since 2012, we've supported countless businesses on their journeys to sustainable success. Our structured process, expert guidance, and supportive community ensure that you’re equipped with the tools and knowledge to grow your business confidently.
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How It Works
We break everything down into manageable steps, ensuring you don’t miss any crucial details:
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Craft a Powerful Business Proposition: Stand out and make an impact.
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Master the Financials: Understand the critical numbers that drive your business.
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Comprehensive Planning: Ensure every aspect of your business is covered.
You’ll receive full training and accreditation as a Game Plan practitioner within 12 weeks, along with a personalised brand and website. Plus, you’ll benefit from ongoing mentorship, tools, and templates to streamline your operations.
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Additional Benefits
We connect you with valued partners who can assist with compliance, legal support, and more, making sure you stay on track at every stage. You’ll also receive:
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One-on-one coaching, mentoring, and ongoing practice development sessions with Steve Conley.
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A 12-month membership to the Academy, providing access to tools, templates, and training videos.
Let’s Talk About Your Goals
Ready to explore how "Business in a Box" can work for you? Schedule a one-hour Zoom consultation for £100 to discuss your vision and see how we can support you.
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Earnings Potential
Within your first year, typical earnings range between £4,000 and £10,000 per month, working just four days a week after the first 12 weeks. Group sessions can generate £400 per hour. Of course, your results will depend on your effort, but the model is fully scalable, giving you the freedom to grow as you see fit. With just one client couple, you’ll cover your full investment.
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Tech Stack
Fast Start: White-label e-Commerce Tech Stack Access The Mass Market Instantly: Take Your Business to New Heights with Our Scalable White-Label eCommerce Website Building Service Welcome to a game-changing solution designed specifically for financial planners who value client interactions over technical hurdles. Introducing our White-Label eCommerce Website Building Service - the ultimate tool to effortlessly establish your online presence and focus on what you do best: serving your clients. We understand that navigating technology can be daunting, but fear not! Our user-friendly platform empowers you to showcase your expertise, connect with your audience, and generate revenue, all while providing a seamless client experience. Say goodbye to tech frustrations and hello to a new era of growth and success!
White-label cloned website
Introducing our Comprehensive Solution for Generic Financial Planning Advice Firms - White-Label Website, E-commerce Shop, CRM System, and Invoicing Package. Customisable platform, showcase services, sell online, streamline client management, mobile-responsive, and professional invoicing. Invest in your business's future with dedicated support.
HapNav - Client-centred Financial Planning App
Introducing the world's first customer-centric financial planning app, leveraging Open Banking technology for control over finances, seamless tracking, goal planning, and improved outcomes. Empowering users to manage their financial destiny and achieve objectives through real-time, holistic insights and enhanced financial literacy.
MoneyFit - Financial Education Library
Access our personal finance content library to:
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Learn about financial options and strategies
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Understand investment risks and returns
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Stay informed about market trends and economic conditions
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Develop a solid understanding of personal finance concepts
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Make informed decisions about saving, spending, protecting, and investing Our regularly updated library offers valuable insights for beginners and experienced investors alike. Sign up now to elevate your financial knowledge.
Say goodbye to tech frustrations and hello to a new era of growth and success!
With our White-Label eCommerce Website Building Service, you can focus on what you do best: building client relationships and delivering exceptional financial planning services. Leave the technical worries behind and embrace the transformative power of scalability. Join the ranks of visionary financial planners who are reshaping the industry and seizing the mass market opportunity. Don't miss out on this game-changing opportunity! Take the leap and unlock your business's full potential with our tailored white-label solution. Together, we will redefine financial planning delivery and create a lasting impact on the lives of individuals and groups seeking accessible and scalable financial guidance.