Services | FP Advance

HOW YOU CAN WORK WITH ME

UNCOVER YOUR BUSINESS POTENTIAL

World-class coaching for world-class
financial planners

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.

Now in its seventh year, UYBP has become the go-to course for financial planning professionals just like you to:

Increase revenue and profitability
Feel more in control
Make better decisions
And get stuff done

You can access it in one of two ways:

1

In Person

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.

Learn More about our next COURSE

2

In Your Pyjamas

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)

LEARN MORE ABOUT OUR SELF-STUDY

FP Advance’s methods are best suited to businesses that:
want to do it right; running a truly client-focused organisation
want to run their business like a business (recognising that financial performance matters)
would love to become more commercial without losing their social purpose (or soul)

Here’s the bottom line:

Being a great financial planner doesn’t make you a great business person. But I can.

Want to know more?

Set up a call with me to discuss your business and find out which Uncover Your Business Potential course is a fit for you.

CONTACT ME

Set up a call with me