After most UYBP cohorts finish three incredible years together, the question I hear most often from owner-advisers is:
“What next?”
I’ve been thinking about that for a number of years now.
There are two questions I’m getting asked all the time:
- Brett, how can you help us stay independent forever?
or
- Brett, how can you help us “sell well” if that’s the path we choose?
The good news? I have answers in my new High Performance Programme.
After most UYBP cohorts finish three incredible years together, the question I hear most often from owner-advisers is:
“What next?”
I’ve been thinking about that for a number of years now.
There are two questions I’m getting asked all the time:
- Brett, how can you help us stay independent forever?
or
- Brett, how can you help us “sell well” if that’s the path we choose?
The good news? I have answers in my new High Performance Programme.
Your Thoughts
When you reflect on your career, perhaps you’ve achieved more than you ever imagined. You’ve built something remarkable and are in a position many would envy.
But does it feel that way?
Not entirely.
Maybe, despite your success, you sense there’s still untapped potential in your business. In fact, it feels like you’re only just beginning.
You’re building something meant to last, something that will outlive you. You’re focused on the future of your clients and your business.
You’re not done yet.
To get to where you want to go next, it’s time to step up as a leader.
But more importantly, it’s time to start developing the next generation of leaders (G2) in your organisation. And here’s the thing: you don’t have 20 years to wait.
Your Thoughts
When you reflect on your career, perhaps you’ve achieved more than you ever imagined. You’ve built something remarkable and are in a position many would envy.
But does it feel that way?
Not entirely.
Maybe, despite your success, you sense there’s still untapped potential in your business. In fact, it feels like you’re only just beginning.
You’re building something meant to last, something that will outlive you. You’re focused on the future of your clients and your business.
You’re not done yet.
To get to where you want to go next, it’s time to step up as a leader.
But more importantly, it’s time to start developing the next generation of leaders (G2) in your organisation. And here’s the thing: you don’t have 20 years to wait.
The High Performance Programme
There are two streams that will run concurrently, so there are two coaching days each quarter to block out. One is aimed at the leadership group and future leaders, while the other is aimed at any advisers you want to fast-track from a skills development point of view.
See the table below regarding who should attend each day from your business:
The High Performance Programme
There are two streams that will run concurrently, so there are two coaching days each quarter to block out. One is aimed at the leadership group and future leaders, while the other is aimed at any advisers you want to fast-track from a skills development point of view.
See the table below regarding who should attend each day from your business:
Stream 1 - Leadership
- One full day of coaching per quarter (on Zoom)
- Succession and/or Sale Planning
- Leadership Coaching
- Communication Skills
- Financing Options
- Corporate Governance
- 1:1 calls in between each day
- Suitable for business owners, practice managers and G2 leaders in your organisation
Stream 2 - Selling Skills
- One full day of coaching per quarter (on Zoom)
- Consultative Selling Skills
- Questioning and Listening Skills
- Practical ‘at the coalface’ Training
- Experienced Teachers
- 1:1 calls in between each day
- Suitable for all up-and-coming advisers in your organisation; especially G2 leaders who are in advisory roles.
The High Performance Programme
There are two streams that will run concurrently, so there are two coaching days each quarter to block out. One is aimed at the leadership group and future leaders, while the other is aimed at any advisers you want to fast-track from a skills development point of view.
See the table below regarding who should attend each day from your business:
Stream 1 - Leadership
- One full day of coaching per quarter (on Zoom)
- Succession and/or Sale Planning
- Leadership Coaching
- Communication Skills
- Financing Options
- Corporate Governance
- 1:1 calls in between each day
- Suitable for business owners, practice managers and G2 leaders in your organisation
Stream 2 - Selling Skills
- One full day of coaching per quarter (on Zoom)
- Consultative Selling Skills
- Questioning and Listening Skills
- Practical ‘at the coalface’ Training
- Experienced Teachers
- 1:1 calls in between each day
- Suitable for all up-and-coming advisers in your organisation; especially G2 leaders who are in advisory roles.
Your Investment
The programme runs over 3 years, providing a lasting transformation in how your business operates and the broadest range of options for your succession or sale plans.
All of this, for just £850 per month plus VAT. And we charge per firm, not per delegate.
Your Investment
The programme runs over 3 years, providing a lasting transformation in how your business operates and the broadest range of options for your succession or sale plans.
All of this, for just £850 per month plus VAT. And we charge per firm, not per delegate.
Your Investment
The programme runs over 3 years, providing a lasting transformation in how your business operates and the broadest range of options for your succession or sale plans.
All of this, for just £850 per month plus VAT. And we charge per firm, not per delegate.
Building On What You’ve Already Achieved
There are new strategies and tools to build on the foundation you’ve created over the three years of your UYBP journey. They’re different from what you’ve learned before, but they’re designed to help you succeed in the long run.
I can mentor and train your G2 team members alongside you. As you know, sometimes an external voice can bring clarity and urgency.
While I’d love for every business I work with to remain independently owned forever, I can also help ensure you’re ready for a successful exit when the time comes.
If You’re Ready for the Next Step…
- You want a clear plan for transitioning ownership or preparing for a (good) sale.
- You want guidance and support on the journey.
- You want help developing your G2 leaders quickly - because you don’t have decades to spare.
If that sounds like you, then The High Performance Programme is where you need to be.
Building On What You’ve Already Achieved
There are new strategies and tools to build on the foundation you’ve created over the three years of your UYBP journey. They’re different from what you’ve learned before, but they’re designed to help you succeed in the long run.
I can mentor and train your G2 team members alongside you. As you know, sometimes an external voice can bring clarity and urgency.
While I’d love for every business I work with to remain independently owned forever, I can also help ensure you’re ready for a successful exit when the time comes.
If You’re Ready for the Next Step…
- You want a clear plan for transitioning ownership or preparing for a (good) sale.
- You want guidance and support on the journey.
- You want help developing your G2 leaders quickly - because you don’t have decades to spare.
If that sounds like you, then The High Performance Programme is where you need to be.
What’s Included?
- A bigger vision for your future, focused on creating long-lasting impact.
- Leadership training and coaching for you and your G2 team to ensure everyone is thinking at the highest level and focused on the bigger picture.
- Selling skills training for G2, to help them grow quickly and manage increasingly complex client relationships (without 20 years of experience).
- Fresh thinking around your business structure: Sales, Operations, Marketing, Corporate Governance, and Management.
- A modern, effective approach to team management.
- Access to a peer group of like-minded firms, sharing ideas and supporting one another.
- One-on-one calls with me, anytime you need.
What’s Included?
- A bigger vision for your future, focused on creating long-lasting impact.
- Leadership training and coaching for you and your G2 team to ensure everyone is thinking at the highest level and focused on the bigger picture.
- Selling skills training for G2, to help them grow quickly and manage increasingly complex client relationships (without 20 years of experience).
- Fresh thinking around your business structure: Sales, Operations, Marketing, Corporate Governance, and Management.
- A modern, effective approach to team management.
- Access to a peer group of like-minded firms, sharing ideas and supporting one another.
- One-on-one calls with me, anytime you need.
Is This Programme for You?
If you see the end of your career on the horizon but don’t feel as prepared as you should, this is the programme for you.
If you’re younger but have significant ambition to create something amazing, then this programme is for you.
You might have tried to figure things out on your own or sent G2 to other training programmes, only for them to return with enthusiasm but little change - except perhaps requesting more pay.
JIM JER SEY
JIM JER SEY
JIM JER SEY
We Can Do This
Together, we can make sure you and your team have everything in place to take the next step with confidence.
- If you want a trusted partner to hold you and your team accountable…
- If you want a programme that accelerates the development of your next generation of leaders…
- If you want to surround yourself with other ambitious financial planners for accountability, inspiration, and support…
- If you want all of this for a straightforward monthly investment...
…then I invite you to join me on The High Performance Programme.
The next step in your journey begins here.
JIM JER SEY
JIM JER SEY
JIM JER SEY
We Can Do This
Together, we can make sure you and your team have everything in place to take the next step with confidence.
- If you want a trusted partner to hold you and your team accountable…
- If you want a programme that accelerates the development of your next generation of leaders…
- If you want to surround yourself with other ambitious financial planners for accountability, inspiration, and support…
- If you want all of this for a straightforward monthly investment...
…then I invite you to join me on The High Performance Programme.
The next step in your journey begins here.