Must-reads for your business: May 2021 | FP Advance

Must-reads for your business: May 2021

BY brett

With thoughts of summer breaks on the horizon, whether you are planning for a staycation or a trip further 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 to delegate effectively

Brett Davidson

FP Advance Delegate Effectively

Let’s be honest, we could all be a bit better at delegating. Here are some practical tips to clear potential blockages and improve your delegation skills.

Teaching your successors how to lead

Angie Herbers

FP Advance - Succession Plan

This is an excellent article from Angie Herbers on some of the leadership issues that arise when contemplating an internal sale to successors. 

How to become un-busy

Brett Davidson

FP Advance Un-busy

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.

It’s time to end slash and burn capitalism

Joan C. Williams and Ro Khanna

We don’t need to reinvent capitalism. We just need to practice it. That means that corporations that embrace market mechanisms and decry government intervention in the good times should not change the rules when times turn tough. Privatizing profits while socializing risks isn’t capitalism: It’s rigged roulette. Great article from Harvard Business Review.


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 to delegate effectively” 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.

0 comments to " Must-reads for your business: May 2021 "

Leave a Comment

Want to know the secret weapon that the best Financial Planners have in their arsenal?

Sign up and you’ll receive my weekly blog straight to your inbox. (You can unsubscribe any time; we won’t be offended, but I don’t think you’ll want to)

SUBSCRIBE - Homepage under hero image

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.