Uncover Your
Business Potential
A crystal clear coaching programme for adviser-owners who want to create world-class financial planning businesses.
Do you dream about a beautifully formed financial planning business that’s resilient, profitable and respected?
Want to fall back in love with your business and re-discover your excitement about the future?
Imagine being supported by a great team of people who can perform their roles perfectly so you can focus on the parts of your role that you love and are good at.
Dream no more.
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I’ll teach you how to build a business that runs like clockwork, supported by your own high performing team, so work never bounces back to your desk.
You will go from:
Feeling out of control > to being in the driving seat
Being a good adviser > to becoming a brilliant leader with a world-class business
An over-engineered advice process > to elegant simplicity that’s fun and profitable
You’ll graduate from Uncover Your Business Potential with peace of mind, loving your business and a sense of personal fulfillment.
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Here’s what you get:
Quarterly coaching days –
From day one, I’ll show you how to execute. I teach personally with the occasional guest expert. So you can learn from me and work with me on solving your biggest challenges in real time.
Access to Brett in between –
Via email, phone, and Zoom. So you never stay stuck.
Accountability –
You know everyone else is going to do their homework. So you do too.
My little black book –
My powerhouse contacts in the business are at your fingertips. So you have access to the right specialists to solve your problems.
An annual London conference –
An exclusive annual event for UYBP delegates and graduates. So you’re surrounded by amazing speakers, industry leaders, and fellow business champions.
The online portal:
Lifetime access to the following:
Cheat sheets, workbooks and PDFs –
Aide memoirs, quick-start customisable templates, and ready-made spreadsheets. So you can improve your business as quickly and easily as possible.
Video recordings of each coaching session –
So you can revisit the content and share it with your team.
Additional video training modules –
My A-Z of how to run an outstanding financial planning business.
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What if…?
I’m sure you have questions about UYBP. I definitely would.
Rather than listing FAQs here, your fastest route to clarity is to talk things through with me. That way, I’ll get a sense of your situation and tell you straight if the fit isn’t right or if there’s work you need to do first.
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Here’s what past Uncover Your Business Potential clients have to say:
Gemma Siddle
Thomas Dickson