FREE RESOURCES

You can have a re-set in your business whenever you feel it’s necessary, it doesn’t have to be reserved for a special occasion

In fact, the need for a re-set can hit you at any time in your business development, even if you’re a business that’s “on it and organised”.

Sometimes you’ve changed so much (often without realising it) that the pressure to re-set becomes overwhelming.

Can you relate to any of these three common issues?

You’re feeling stuck and have lost some of the love for your business
You’re ambitious and feel like you’re underperforming
Your personal bandwidth is maxed out and you’re stretched too thin by the never-ending demands of your business

If that’s where you find yourself right now, then I’ve got some “business gold” for you.

Give it to me now!

Whitepapers

Are You Like A Needle In A Haystack?

The purpose of this white paper is to highlight the big challenges that your potential clients are facing and to provide ideas, suggestions and the tools to help you create the next iteration of your business.

It’s been written for financial advisers who realise they are going to be swimming in an increasingly competitive pool and who are looking for insight on how to remain a force for good.

What Next for Financial Planning in the UK

Business owners are forced to consider the unknowable future, at least periodically, if they want to stay relevant. This is one of the biggest challenges in running your own show. I love a good prediction for the future of financial planning as much as the next person. However, as we know, trying to foresee the future is fraught with peril.

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 adviser

Latest Blog Posts

Is It Time To Quit?

Some days you’ve just had enough. This week’s blog is all about that feeling and some fresh ways of dealing with it.

Hygiene vs Health (and why you need to know the difference)

This week I look at why you’ve got to be working on the right issues to create a genuinely healthy business that’s fun and profitable.

Five Themes That Will Be Critical In 2023

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.