World-class coaching for world-class financial planners
Uncover Your Business Potential is a 3 year, in-person coaching programme for the owners of financial planning firms, who know there’s still more value that can be created from their business asset.
Now in its seventh year, Uncover Your Business Potential is the go-to course for professionals just like you, who want to:
Many advisory businesses survive, yet don’t quite thrive the way their owners imagined when they started out.
Are you one of them?
5 common signs your business isn’t performing optimally
You work too hard: It might not look like you’re under pressure to an outside observer; we get pretty good at covering this up. But the bags under your eyes don’t lie.
You feel like you work for your staff: Remember, they’re supposed to work for you. Do jobs keep bouncing back to you? When it feels easier to just do things yourself, you’re headed for trouble.
You don’t earn enough: You hear stories of other advisers earning £100,000 – £200,000 as their basic package with profit distributions on top of that and think: “Why aren’t I earning that sort of money?”
You’re the bank: When trouble strikes, it’s your income that drops, while everyone else is still paid their going rate. You work late, while they pack up and head home in time for shepherd’s pie with the kids.
Your business makes too little profit: You make a net profit margin (before tax) of 0% – 15% of turnover. A good net profit margin is 25% or more of turnover (before tax and after you’ve been paid a fair market salary). This is your return for the risks you take and the capital you’ve invested.
Uncover Your Business Potential, is for the owners of financial planning firms who want to be truly client-centred, making great profits, and making a difference.
Our ideal delegates look like one of these:
You’ve got yourself a toe-hold but want to build the team and infrastructure that will lay the foundations for future growth. You’re going somewhere.
You’ve been there, done that and got the t-shirt. Other folks think you’ve done pretty well, but you know there’s more in the tank and you want to get it out before your time’s up. (I love people like you)
We meet once every 90 days in London for a full day of group coaching, delivered by me, Brett Davidson, personally.
I’m also available throughout the course to answer any specific issues you need addressed. You can get me via Slack, email, Zoom, or on the phone.
Each group coaching day is video recorded and stored on a members-only portal, along with all handouts, cheat sheets and course workbooks. All graduates get lifetime access so you can go back and review modules at your leisure, or show them to other members of your team.
While the course runs over 3 years, you don’t have to commit for the full 3 years. You’re invited to subscribe for 12 months at a time.
We strictly limit the number of firms we accept for each round, to make sure you receive personal attention and get to connect closely with the other adviser/owners.
I ran my own financial planning business for 14 years in Australia, taking it from:
I’ve worked it from A to Z, and since 2004 as a business consultant to advisers in the UK, I’ve helped many of them do it too.
I’m famous for my “Little Black Book” of powerhouse contacts; the industry gems who support you with compliance, marketing, practice management, HR, technology, outsourced paraplanning and administration.
I bring in a few of these experts as external presenters for the odd session and I know the difference between an imposter and an expert. The world is full of imposters, but none of them are presenting here on my course.
I’ve spoken at conferences for The Personal Finance Society, the Million Dollar Round Table (MDRT), the Chartered Institute for Securities and Investment (CISI), and the Financial Planning Institute of Southern Africa (FPI).
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.
We only have one intake per year, kicking off in June.
However, we start taking bookings during March. Once our places are gone, they’re gone.
Want to stay in-the-know about Uncover Your Business Potential?
Your course costs are payable monthly: £650 per month plus VAT.
You get the gist.
The combined hours you’ll spend with me at my current consulting rate would cost you between £24,000 and £36,000 plus VAT per year (if I were even able to offer that kind of time).
Uncover Your Business Potential offers you great value at £650 per month plus VAT – you pay far less and get to make great connections with like-minded firms and still get my eyes on your business.
Uncover Your Business Potential allows you to get going without having to find a massive up-front investment.
If for any reason you hate the course (you won’t, but let’s say you do), you can just stop paying. There’s no lock-in period or getting weird about money. I promise not to send the lawyers after you. I hate lawyers.
If you stop paying, I’ll stop letting you in the room. Sound fair enough?
A substantial rise in personal income and a sharp increase in profitability, with no conflict of interest.
More time to spend playing with your kids, lying on white sandy beaches with the love of your life, or watching that boxset, uninterrupted (when you’ve got the whole house to yourself).
The feeling of satisfaction and fulfilment that comes from doing something meaningful.
The UYBP programme literally supercharged our progress. We rapidly gained clarity on our business plan and the steps we needed to take. Our clients now receive a full-fat and outstanding financial planning experience that’s built on a solid and sustainable business foundation. UYBP has transformed our business across the board.