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.
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:
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.
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.
Affordable answers to your most pressing business challenges
Learn how to:
(and why he’s so passionate about financial planning)Power Podcast - Brett Davidson
Although predicted as a tough year ahead, I believe 2023 could be a great one for financial planning firms. Read on for 5 themes I see will help firms stand out this year.READ MORE
Here’s a wrap-up of the biggest themes I saw in play throughout 2022. Do they match your own feelings about this year?READ MORE