🌿 Connect & Contribute: Grow Your Practice with Purpose

Are you ready to receive warm, values-aligned client referrals—while supporting the Academy’s mission to democratise financial planning?

Welcome to the Connect & Contribute Referral Programme.

🤝 What Is It?

The Academy of Life Planning regularly receives enquiries from individuals who are seeking holistic, trustworthy financial life guidance.

Now, we’re inviting qualified members to receive these client leads directly—based on alignment with our ethos, your experience, and their needs.

✅ How It Works:

1. We receive a client enquiry through our website, VOD CPD platform, workshops, or partners.
2. We match them with you, based on their goals and your services.
3. You connect directly and guide them on their journey.
4. You contribute back to the Academy to keep the cycle going.

💷 The Contribution

Once a client engages your services, you contribute back to the Academy to help us continue this vital work.

You Pay-As-You-Go contribution model: 10% referral fee per successful introduction (on first invoice).

All contributions are reinvested into the community and infrastructure that supports your practice.

💡 Why Join?

Get pre-qualified, warm leads who are already aligned with your values.

Grow your practice without hard selling or product placement.

Support a mission-driven community and ethical alternative to mainstream advice.

🧭 Who Can Apply?

This programme is open to:

Active Academy members

Practitioners aligned with our GAME Plan methodology

Ethical, transparent, non-intermediating service providers

📩 Register Your Interest

Fill in the form below to express your interest. We’ll review your details and follow up with next steps.

Together, we’re changing the face of financial planning—one meaningful connection at a time.

Questions? Email steve.conley@aolp.co.uk.