Practice Management Workshop - FP Advance

Practice Management Workshop

BY brett

Practice Management Workshop - FP Advance

Building The Business Of Your Dreams: Strategies For Growth

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A One Day Workshop

The future has never looked better for well-run advisory businesses. Good businesses make a difference to their clients, make good money for their owners and can be sold for a great price.

In the post RDR era running a great business is king. It’s no longer enough to get your proposition and compliance right. You have to be able to build a competent team and manage the business in an effective and professional way.

This full one-day workshop will cover:

Three simple things great businesses do that most businesses don’t.

Gaining insight from management information:

  • How to understand your business financials.
  • Using your management information (MI) to proactively shape and develop your business.
  • Identifying the real causes of poor profitability.

Putting your ideal team together:

  • Practical tools for evaluating your team.
  • Hiring the right values to build stronger teams.
  • Changing your existing team.

Creating an effective management structure for owner operated small businesses:

  • Creating your leadership team.
  • Running effective management meetings.
  • Keeping your finger on the pulse of your business.

Who is it for?

  • Owners and managers of financial advisory businesses.
  • Lifestyle business owners looking for the secrets to getting more life into the mix.
  • Anyone with an ambition to run their own show in the future.


  • 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.

secure your spot here

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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.