Uncover Your Business Potential

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.

Have annual revenues between £300k and £3m per annum Are totally client centric Can be brave enough to share their “dirty laundry” Will dig in to do the work

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

Stuart Knight

Thomas Dickson