World-class coaching for world-class
Uncover Your Business Potential (UYBP) is a coaching and mentoring programme for the owners of financial planning firms.
It’s taught by me, Brett Davidson, personally.
Being a great financial planner doesn’t make you a great business person. But I can.
Uncover Your Business Potential (Live) is in-person coaching on how to run a world-class financial planning business.
The full course runs over three years, and we meet for one full day’s coaching every quarter in London. I’ll take you through all aspects of running a high-quality, client-focused and profitable financial planning firm.
I strictly limit the number of firms I accept each year, to make sure you receive personal attention and get to connect closely with the other adviser/owners.
In between each face-to-face day, you get unlimited access to me too.
The three-year timeframe ensures all steps are understood, and embedded into your business.
Uncover Your Business Potential (Online) is our membership community you can join at any time without flying to London, or even leaving the house. It’s available 24/7 for self-study at your own pace, and each module counts for UK CPD.