Upcoming Events | FP Advance

Upcoming Events

JANUARY 19TH

PFS Webinar: “Why Financial Planning Is Good For Your Business”

Financial Planning? You’d be mad not to do it. There has never been more pressure on business models than right now. With rising FCA levies and Professional Indemnity costs, some pundits have described it as the end of the ‘boutique’ adviser. What a load of tosh.

If you are running a Financial Planning business model, the opportunities have never been better. Aligning your business to a fee-based Financial Planning service provides a host of benefits for you and your clients. It’s the most profitable, fun and resilient way to conduct business.

Learning outcomes

  • Find out why the Financial Planning business model is the right fit, now more than ever.
  • Learn why it might only take a few tweaks to make the jump to Financial Planning.
  • Discover the dos and don’ts of running a fun and profitable Financial Planning Business.
Free event – Open to all

FEBRUARY 9TH

Office Hours

The session where you can ask me anything. Members of Uncover Your Business Online join me for an hour every month and submit questions about things they are trying to resolve in their business. I give my considered opinion, and other members chip in too.

UYBP Online Members Only

FEBRUARY 24TH

Live 2 hour Online Session: “It All Starts With Clarity”

Where are you headed? There’s not much point working hard to get ‘there’ if you don’t know where ‘there’ is. You have to know where you’re headed and why. In this live coaching session, I’ll help you dig deeper into what gets you excited about your business and your life.

UYBP Online Members Only

MARCH 17TH

PFS Webinar

Free event – Open to all

MARCH 18TH

Office Hours

The session where you can ask me anything. Members of Uncover Your Business Online join me for an hour every month and submit questions about things they are trying to resolve in their business. I give my considered opinion, and other members chip in too.

UYBP Online Members Only

MARCH 24TH

Live 2 hour Online Session: “Creating Your Business Plan”

You’ve got to have a plan. When you’ve done the clarity work, it’s time to start turning your thoughts into actionable plans for your business. In this live coaching session, I facilitate the recreation or refinement of your business plan step-by-step; helping you to do it once and do it right.

UYBP Online Members Only

MARCH 25TH

Live Q&A February Follow Up to “It All Starts With Clarity”

A month after every live coaching session there’s a follow-up Q&A. Why?

Because sometimes on the first run through the information doesn’t stick, or when you give it a go at the coalface you realise there are other questions that have arisen for you. So I’m here to answer any follow-up questions that came from last months live coaching.

UYBP Online Members Only

APRIL 15TH

Office Hours

The session where you can ask me anything. Members of Uncover Your Business Online join me for an hour every month and submit questions about things they are trying to resolve in their business. I give my considered opinion, and other members chip in too.

UYBP Online Members Only

APRIL 20TH

PFS Webinar

Free event – Open to all

APRIL 21ST

Live 2 hour Online Session: “The Key To Effective Execution”

The difference between good firms and great firms is the ability to execute. As the old saying goes, “Business is 10% strategy and 90% execution”. In this live coaching session, I’ll give you the key to world-class execution skills.

UYBP Online Members Only

APRIL 22ND

Live Q&A March Follow Up

A month after every live coaching session there’s a follow-up Q&A. Why?

Because sometimes on the first run through the information doesn’t stick, or when you give it a go at the coalface you realise there are other questions that have arisen for you. So I’m here to answer any follow-up questions that came from last months live coaching.

UYBP Online Members Only

MAY 11TH

Office Hours

The session where you can ask me anything. Members of Uncover Your Business Online join me for an hour every month and submit questions about things they are trying to resolve in their business. I give my considered opinion, and other members chip in too.

UYBP Online Members Only

MAY 19TH

Live 2 hour Online Session: “Understanding Your Client Base”

Want to really understand your clients? If you want to build a world-class Financial Planning business, then it’s vital that you do. In this live coaching session, I’ll help you to identify the most important issues for any and all of your target markets. That can be translated into a more powerful client proposition and more effective marketing.

UYBP Online Members Only

MAY 25TH

PFS Webinar

Free event – Open to all

MAY 27TH

Live Q&A April Follow Up

A month after every live coaching session there’s a follow-up Q&A. Why?

Because sometimes on the first run through the information doesn’t stick, or when you give it a go at the coalface you realise there are other questions that have arisen for you. So I’m here to answer any follow-up questions that came from last months live coaching.

UYBP Online Members Only

JUNE 1ST

PFS Webinar

Free event – Open to all

JUNE 10TH

Office Hours

The session where you can ask me anything. Members of Uncover Your Business Online join me for an hour every month and submit questions about things they are trying to resolve in their business. I give my considered opinion, and other members chip in too.

UYBP Online Members Only

JUNE 18TH

Live Q&A May Follow Up

A month after every live coaching session there’s a follow-up Q&A. Why?

Because sometimes on the first run through the information doesn’t stick, or when you give it a go at the coalface you realise there are other questions that have arisen for you. So I’m here to answer any follow-up questions that came from last months live coaching.

UYBP Online Members Only

JUNE 30TH

Live 2 hour Online Session: “What Do Your Clients Want?”

In this live coaching session, I’ll show you how to put together different packages for the different client segments that you serve. I’ll also show you how to differentiate what you do from your competitors and position yourself as the most valuable adviser at the centre of the client’s world.

UYBP Online Members Only

JULY 15TH

Office Hours

The session where you can ask me anything. Members of Uncover Your Business Online join me for an hour every month and submit questions about things they are trying to resolve in their business. I give my considered opinion, and other members chip in too.

UYBP Online Members Only

JULY 20TH

PFS Webinar

Free event – Open to all

JULY 28TH

Live 2 hour Online Session: “Pricing Your Service Perfectly”

If you want to get your pricing strategy right, you need to understand how your clients are thinking about pricing decisions themselves. You can’t pluck a price out of thin air. Any decision you make regarding your pricing needs to be made in context. In this live session, that’s exactly where we start the pricing journey, with client decision making in three easy steps.

UYBP Online Members Only

JULY 22ND

Live Q&A May Follow Up

A month after every live coaching session there’s a follow-up Q&A. Why?

Because sometimes on the first run through the information doesn’t stick, or when you give it a go at the coalface you realise there are other questions that have arisen for you. So I’m here to answer any follow-up questions that came from last months live coaching.

UYBP Online Members Only