Upcoming Events | FP Advance

Upcoming Events

JANUARY 19TH – (Watch the replay)

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.
Watch the replay here

FEBRUARY 9TH – Tuesday from 12:30 – 13:30

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 16TH – Tuesday from 10:00 – 11:00

PFS Webinar: “Is It Time To Re-Set?”

If you’re interested in making your business life better, you will know there are plenty of things you should be doing. But who has got the time?

In a busy life it can seem easier to just “Get on with it!” And while there are times when this approach works, eventually you hit a place where there are too many priorities and not enough hours in the day. This is when you need to stop and re-set.

In this POWER Webinar, Brett Davidson, Founder of FP Advance shows you how to get your thinking straight, so you can move ahead with greater confidence and renewed motivation.

Learning outcomes

  • Discover the power in a deliberate re-set of your priorities
  • Find out the secret to reinvigorating your enthusiasm for your work
  • Learn how to clarify your thinking with a few simple steps.
Watch The Replay Here

FEBRUARY 24TH – Wednesday from 12:30 – 14:30

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

FEBRUARY 25TH – Thursday from 12:30 – 13:30

Extra Q&A follow up session from the January Live Training – Time Management For Leaders

UYBP Online Members Only

MARCH 17TH – Wednesday from 10:00 – 11:00

PFS Webinar: “Demonstrating Your Value To Clients”

The number one cause of Financial Adviser angst is not being able to understand your value in order to communicate it to clients.

  • Scared of the FCA challenging your fees? It’s about your value.
  • Worried that new clients are not engaging with you? It’s about your value.
  • Think you need to be cheaper to be competitive? It’s about your value.

Brett Davidson shows you what the real drivers of value are and how to get clients to see them quickly and easily. Spoiler alert … it doesn’t involve you telling people ‘How great you are’.

Learning outcomes

  • Learn why ‘telling’ is not ‘selling’
  • Discover the secret to communicating value effectively
  • Find out the real value great Financial Advisers add to their clients.
Free event – Open to all (Register here)

MARCH 18TH – Thursday from 12:30 – 13:30

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 – Wednesday from 12:30 – 14:30

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 – Thursday from 12:30 – 13:30

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 – Thursday from 12:30 – 13:30

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 – Tuesday from 10:00 – 11:00

PFS Webinar

Free event – Open to all

APRIL 21ST – Wednesday from 12:30 – 14:30

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 – Thursday from 12:30 – 13:30

Live Q&A March Follow Up to “Creating Your Business Plan”

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 – Tuesday from 12:30 – 13:30

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 – Wednesday from 12:30 – 14:30

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 – Tuesday from 10:00 – 11:00

PFS Webinar

Free event – Open to all

MAY 27TH – Thursday from 12:30 – 13:30

Live Q&A April Follow Up to “The Key To Effective Execution”

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 – Tuesday from 10:00 – 11:00

PFS Webinar

Free event – Open to all

JUNE 10TH – Thursday from 12:30 – 13:30

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 – Friday from 12:30 – 13:30

Live Q&A May Follow Up to “Understanding Your Client Base”

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 – Wednesday from 12:30 – 14:30

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 – Thursday from 12:30 – 13:30

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 – Tuesday from 10:00 – 11:00

PFS Webinar

Free event – Open to all

JULY 22ND – Thursday from 12:30 – 13:30

Live Q&A June Follow Up to “What Do Your Clients Want?”

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

JULY 28TH – Wednesday from 12:30 – 14:30

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