Must-reads for your business: June 2021 - FP Advance

Must-reads for your business: June 2021

BY brett

With thoughts of summer breaks on the horizon, whether you are planning for a staycation or a trip fuasdsadrther afield, here are some of May’s must-reads to get your business in shape.

There have been some excellent articles this May that I don’t want you to miss.

How do you stand out from the crowd?

Brett Davidson

FP Advance Stand out

Whatever you’re doing right now is perfect if you want to stay as you are. But to effect change and grow enjoyably, you’re going to have to do something different. Read on to find out more.

Stakeholder Capitalism

Hubert Joly

FP Advance Stakeholder

I enjoyed this series of articles from Harvard Business Review on how to lead in the stakeholder era. As financial planners, I think we’ve always led the charge on trying to do things right whilst facing some serious pushback from entrenched interests. Stakeholder capitalism feels like the same thing but for all industries, not just financial services. Well worth a read.

Seven Traits of Great Advisers

Brett Davidson

We all suffer from an execution gap – the difference between what we want to do, and what gets done. In this article I look at how you can improve your execution skills.

Book Recommendation – The Heart of Business

Hubert Joly

Joly famously turned around Best Buy, the US consumer electronics retailer, when most analysts predicted their demise in the face of increasing pressure from online giants like Amazon. The book is about Joly’s philosophy of business with some great anecdotes from the Best Buy journey too. Highly recommended.


Live Training with Brett – Understanding Your Client Base

On Wednesday 30th June, I’m running a 2-hour live training session on Zoom that will show you how to package up the services you offer in a way that clients can see, understand and value. 

We’ll look at how to put together different packages for the different client segments that you serve, as well as how to differentiate what you do from your competitors and position yourself as the most valuable adviser at the centre of the client’s world.

All you need to do is to become a member of my Uncover Your Business Potential Online community, and that’s really easy to do.


How do you stand out from the crowd?” and three more must-reads for your business


I’m not up for wasting time, either yours or mine. Nor am I one of those waffly-types who uses a hundred words when one will do.  If you’re like me and just want quality, to-the-point content delivered straight to your inbox, then subscribe to my weekly blog.  No frills, no fanfare, no fuss.  Just 100% solid, no-nonsense advice on growing the best Financial Planning business. You can unsubscribe at any time, we won’t be offended, although I don’t think you’ll want to.

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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.