FINANCIAL PLANNERS
Love your business. Fulfil your potential.
Being a great financial planner doesn’t make you a great business person. But I can.
You’re an ambitious, client-centric financial planner who wants to break through to the next level.
But you’re juggling too many business demands and are stretched too thin, so you’re underperforming.
And you’ve lost the love for your business and don’t know why that is or how to change it.
I get it.
I’ve spent the last 18 years of my life helping financial planners fall back in love with their business, to achieve personal fulfillment and transform the trajectory of their business journey.
My signature programme, Uncover Your Business Potential turns great financial planners into great business people and creates the resilience that independently owned firms need to survive and prosper.
Why I Created Uncover Your Business Potential
With the costs of industry levies and professional indemnity insurance rising at an astronomical rate, many independent adviser-owners feel threatened.
And I hate that.
Independently owned firms provide the highest quality advice and the best customer care. They should be the dominant business model, not fighting for survival.
Adviser-owners work with me when they want to:
- Take things up a notch (or three)
- Improve their processes and their team
- Sell the business 3 years or more into the future
- Hand over control to a successor or family member
- Have more fun at work
- Make the final phase of their career their best ever
Ready to take that next step?
Download How To Move Your Business To The Next Level. The step by step guide on taking your business to that next level of brilliant.
How I Can Help You
A 3 year programme, with personal access to Brett, that teaches adviser-owners how to build a brilliant financial planning business. It’s like an MBA for the owners of financial planning businesses.
- Feel more in control
- Fall in love with your business again
- Gain confidence to make the tough decisions when you know they’re right
- Fast track your success by avoiding the obvious mistakes that EVERY adviser-owner makes on their journey
- Assemble the right team around you – so you can focus on what you love and are good at
Affordable answers to your most pressing business challenges
Learn how to:
- Plan and execute like a pro
- Niche your business for faster growth
- Demonstrate your value clearly and simply
- Price your service perfectly
- Understand your financials and make better business decisions
- Simplify an over-engineered advice process Market your business effectively
- Build your perfect support team
Free Content
A 30 Minute Podcast With Brett
(and why he’s so passionate about financial planning)
Power Podcast - Brett Davidson
Free Webinars
How To Blow Your Clients’ Minds Why Financial Planning Is Good For Your Business How To Make Recommendations Clients Will Follow
Top Tips For Assembling A Great Team
Three mistakes everyone makes when assembling a team Do NOT consider hiring more advisers Growth Strategies: The shadow adviserLatest from the Blog
The Pitfalls of Profit Share
Profit sharing may seem like a great idea to motivate staff and help build the business, but it can so easily go wrong. Let me explain.
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Expert Wealth
Expert Wealth won Adviser Firm of the Year and added £1M of saleable value in Just 3 Years (even though they don’t want to sell). Check out their story.
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