You help your clients live the good life. Shouldn’t yours match up?
Of course it should – and it can. That’s where FP Advance comes in.
We’re a boutique consulting firm that specialises in working with growing and aspiring financial planning firms.
Essentially, we help you achieve big wins while helping your clients do the same.
Enough of this “cobbler has no shoes” problem.
It’s time to make your financial planning business a model of financial success.
It’s time your own wealth and lifestyle matched up with what you’re helping your clients build.
It’s time for FP Advance.
We teach you how to evaluate your business and provide you with the tools to re-create it in line with your core values…and make it brilliant. You get back to doing what you love whilst having a healthy and prosperous work/life balance.
When you work with FP Advance you work with me, Brett Davidson, directly.
My motto is ‘advise better, live better’ and I practice what I preach. I’m straight talking and get to the heart of an issue quickly. There’s no beating about the bush, just a focus on helping things improve. Ask my clients – what I teach works.
FP Advance’s methods and teachings are best suited to businesses that:
- want to do it right; running a truly client-focused organisation;
- want to run their business like a business (recognising that financial performance matters);
- would love to become more commercial without losing their social purpose (or soul).
I ran my own financial planning firm in Sydney for 14 years, taking it from old school to new school, to exit.
Here’s the bottom line:
Being a great financial planner doesn’t make you a great businessperson. But I can.
Take a look at what I’ve helped clients just like you to achieve.
If you’d like to hear my full story, check out the podcast I did with NextGen Planners here.
Ready to advise better and live better?
Email Brett directly