Bringing The Fun Back Into Your Business - FP Advance

Bringing The Fun Back Into Your Business

BY brett

Managing your business effectively can make work fun again. If you’re feeling the frustration, read on or listen to the podcast for some tips on how good MI can point you in the right direction!

I want to share this short podcast with you all about how to bring the fun back into your business by improving your Practice Management skills.

I’m focussing on how a better understanding of your financials and MI can get you looking in the right areas of your business for some quick wins that will really move you forward.

Practice Management Podcast

Podcast Highlights

Bringing The Fun Back Into Your Business

Unless you’ve done an MBA, or some other formal business study, you’ve probably learned everything you know about managing your business at the coalface. There’ll be some positives in that to be sure, but I daresay there’ll also be some gaps that, if you could fill them, would allow you to progress a whole lot faster.

When you get to focus on what you’re good at, giving financial advice to clients is one of the most rewarding jobs in the world. But it very quickly becomes a slog if you spend most of your days dealing with ‘management stuff’ rather than seeing clients.

Most firms have got reams of management information or MI, but it rarely provides a whole lot of insight into what’s happening in their business. A lot of the data is stuff around sales pipeline, clients secured, new fees earned, new AUM and recurring income. Don’t get me wrong you need to know that stuff, but it’s rear view mirror information; it just tells you what happened. It doesn’t provide any real insight into where there might be issues in your business, so that you can proactively explore them, identify the blockage, resolve it and move forward.

At our upcoming Practice Management workshop I’m going to be dealing with three very specific areas that can be major sticking points for business owners and managers.

  1. Understanding your business financials;
  2. Building your ideal team;
  3. Managing the business effectively week to week and month to month.

On the day we’ll get you working through your own business numbers in a spreadsheet that’ll do all the calculations for you.

You’ll enter your information: it won’t be for public comment and you won’t have to share it with anyone else attending.

It isn’t going to be a contest. It’s going to be a day where you can really get to the truth of the situation for your business.

 In the delegate pack you’ll receive:

Collateral Benefit
MI and Financial Ratio Analysis Tool Providing insight into how your business is performing, allowing you to identify and resolve blockages, and move forward.
Quarterly MI Management Tool Giving you a complete set of business ratios to evaluate at board level quarterly, charting growth and seasonality and measuring what matters.
The People Analyser™ An amazing tool for evaluating your current team for suitability and fit, making better hiring decisions and getting the right team around you.
How to Run Brilliant Weekly Meetings A powerful process for running meetings that people want to attend! Meetings that start and finish on time, resolve issues and move you forward.

It’s going to be a fantastic day, surrounded by like minded peers who are really motivated to improve.

For more information on our Practice Management Workshop go to our FP Advance Events Portal or to book yourself a place, just click here.

I hope to see you there at London, Coventry or Knutsford!


  • Tuesday 24th March 2015, London
  • Wednesday 25th March 2015, Coventry
  • Thursday 26th March 2015, Knutsford


  • £395 +VAT (with early bird offers if you’re quick off the mark)

Places are limited to 50 delegates per venue to ensure the right level of personal interaction and coaching.

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ABOUT BRETT DAVIDSON 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.