Uncover Your Business Potential

UNCOVER YOUR BUSINESS POTENTIAL

A transformational 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.

Set up a call with me

LET'S MAKE IT HAPPEN
Working harder or longer Listening to webinars and podcasts Hiring more advisers or more staff Doing other coaching courses Getting more qualifications Buying new technology Attending conferences

But it hasn’t led to the game-changing breakthrough you were hoping for.

Let me put your mind at ease. It’s not a ‘you’ problem, it’s a skills issue and all advisers have to address it before they have their breakthrough.

Set up a call with me

LET'S MAKE IT HAPPEN

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.

Set up a call with me

LET'S MAKE IT HAPPEN

Here’s what past Uncover Your Business Potential clients have to say:

Marlene Outrim

UNCOVER YOUR BUSINESS POTENTIAL

A transformational coaching programme for adviser-owners who want to create world-class financial planning businesses.

How It Works

We meet quarterly over Zoom for a full day of coaching and I personally support you as you implement what you’ve learned. You have unlimited access to me in between each session.

The programme runs over 3 years.

Here’s what you get:

Quarterly coaching days –
where I teach the course content personally with the occasional guest expert.

Members Only Forum –
a confidential space where you can give support to, or access support from, your fellow delegates. Everyone is on the same journey and happy to help.

Access to Brett in between –
so you never stay stuck.

Accountability –
you know that everyone else is going to turn up with their homework done, so you do too.

The online portal:

Everything I cover in the UYBP programme is stored on a members-only portal. You’ll have access throughout the programme and for the rest of your life once you graduate.

You’ll find:

Cheat sheets, workbooks and PDFs –
I provide you with aide memoirs, quick start customizable templates, and ready-made spreadsheets to help you improve your business quickly and easily.

Video recordings of each coaching session –
so you can re-visit the content from each coaching day or share it with the rest of your team.

Additional video training modules –
my library of pre-recorded training; the A-Z of how to run a great financial planning business.

Your investment

£650 per month plus VAT

And we charge per firm, not per delegate – so you can bring whoever needs to be there to hear the material first hand (successors, business partners. practice managers, advisers etc)

There’s no contract. If you don’t like the programme, or you don’t feel you’re getting the value you expected, you can leave at any time. We can’t make it fairer than that.

There’s only one intake this year, limited to a maximum of 20 firms and our first coaching day is on the 23rd of September. Places are secured by application only.

If you’d like to know more…

Set up a call with me

LET’S MAKE IT HAPPEN

Here’s what past Uncover Your Business Potential clients have to say:

Jason Holmes

Frequently Asked Questions

When will I find the time?

Believe it or not, there’s no extra time to find.

Seriously, how much time do you spend trying to resolve issues in your business now?

While you’re working with me in the UYBP programme you’ll still spend that time, but you’ll get better results. In fact, you’ll solve some issues that have held you back for years and move onto more exciting issues that will take you to the next level of fabulousness.

So yeah, there’s work involved, but no more than you’re currently doing. You won’t need to find more time.

How long do I have to pay the monthly subscription?

The programme runs over 3 years.

But we only charge participants by the month. Why?

Because we know it’s a big decision and we want to make it as hassle-free as we possibly can for you to commit to the programme.

There’s no contract. If you don’t like the programme, or you don’t feel you’re getting the value you expected, you can leave anytime. We can’t make it fairer than that.

Obviously, we want people joining who are committed to doing the 3 years. Don’t start if you’re not feeling pretty sure about your decision.

But if you do start, by paying monthly you can make the course pay for itself as you go. It doesn’t take much for me to add more than £650 plus VAT per month of value with a good idea or two.

Other courses I know want to charge you a bucketload of cash up-front. Why do you think they do that? (Don’t make me say it)

You can work that one out for yourself.

What if I can’t do what you ask me to do?

This is quite possibly the biggest fear that all new joiners grapple with.

They’ve seen enough of my material to know it’s good quality; that’s not the issue.

The real issue is, “Can I do the follow-through necessary to extract the value and make the transformation that you promise?”

I show you how to execute on day 1 of the programme and work with you intensively in the first 6 months to make sure you bed down that skill.

As I say to all the delegates on day 1, “If this is the only thing I taught you and you left after today, you’d call me in 5 years time and tell me it changed your life.”

It’s probably worth turning up for the first day on that basis don’t you think?

What if I get stuck on something?

You will have direct access to me throughout the programme.

So you will NEVER stay stuck. The raison d’etre of the UYBP programme is to get you unstuck, solving your biggest challenges and moving forward.

And we provide a variety of ways for you to reach me depending on the complexity or urgency of your question. Let me count the ways…

  • Email
  • Members-only Forum (desktop and telephone app versions)
  • Telephone
  • Zoom
  • ESP (just kidding. I’m shit at ESP)

Just ask some of my previous graduates – I deliver on my promises. (I can connect you to them if that’s helpful)

I’ve also got the best ‘Little Black Book’ of powerhouse contacts in the business. I can get you directly to the right people to solve your issue if you need some expert help from a specialist in areas like marketing, compliance, operations, HR, technology, and recruitment.

Got any other questions?

Then contact me now to ask away, or to set up a call