Upcoming Events - FP Advance

Upcoming Events

SEPTEMBER 7TH – Tuesday from 10:00 – 11:00

PFS POWER Webinar – “Keeping Your Clients On Track”

You’ve created and implemented the client’s financial plan. Your biggest challenge now is keeping them from wandering off the path or losing their nerve along the way.

What takes clients off track?

  • Stockmarket crashes
  • Economic recessions
  • Poor investment returns 
  • Government rule changes 
  • Major political and/or economic turmoil 

However, these events should never take you by surprise. They come around like clockwork throughout your career.

In this webinar, Brett Davidson, founder of FP Advance teaches you some powerful ways to communicate to clients before, during and after a crisis so you can keep your clients plans on track. 

Watch the replay.

SEPTEMBER 9TH – 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

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

Live Q&A Follow Up to “Understanding Your Financial Ratios”

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

SEPTEMBER 29TH – Wednesday from 12:30 – 14:30

Live 2 hour Online Session: “Creating A Killer Ongoing Review Service”

Getting your ongoing service right is the most vital step in building value in your business.

What should you focus on at your review meetings with clients to make them hugely valuable?

And how do you keep reminding clients of the value you add, so you can avoid awkward discussions around your fees?

All your questions will be answered right here.

UYBP Online Members Only

OCTOBER 14TH – 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

OCTOBER 19TH – Tuesday from 10:00 – 11:00

PFS POWER Webinar – “Market Yourself Like A Pro”

Marketing is a massive topic. Everyone feels like they should do some, but they don’t always know why and how. In this webinar, Brett Davidson dispels a few marketing myths and shows you how to make your marketing resonate boldly with your target clients.

  • Learn the difference between marketing theory and marketing in practice
  • Discover how to use outsourced marketing support well (and when to avoid it)
  • Find out how to differentiate yourself and to market you and your business authentically
Register here.

OCTOBER 20TH – Wednesday from 12:30 – 14:30

Live 2 hour Online Session: “Engaging With New Clients (Part 1)”

When you conduct a first meeting with a brand new prospective client, you have to blow them away. ‘Fine’, or ‘good enough’ or ‘Ok’, is definitely not the standard. Anything less than amazing and you can find yourself on the back foot with what you can charge for your work, and that’s no damn good.

Securing new clients is one of the true arts in Financial Planning. Yes, it’s a sales process and that can be problematic for some advisers. This webinar takes you through the philosophy of client engagement and outlines the benchmarks against which you can evaluate your current approach.

UYBP Online Members Only

NOVEMBER 16TH – Tuesday from 10:00 – 11:00

PFS POWER Webinar – “Finding Your Niche”

If you want to crack your marketing and lead-generation wide open, you’ve got to promote yourself as a niche driven expert. General claims of “I can do whatever you need” just don’t resonate.

Let’s be honest, generalists are scary. If you were ill with a dread disease you wouldn’t seek out a medical generalist, would you? You’d be finding the go-to expert in your particular affliction.

The same is true for clients seeking financial advice.

In this webinar, Brett Davidson shows you how to identify the niche or niches that you already know and serve, positioning yourself as a specialist. Then you can watch the leads come flying in.

  • Learn why you must have a clear niche (or niche’s) if you want to market yourself effectively
  • Discover three business benefits of going niche
  • Find out how to identify the biggest pain points your clients are facing and how you can turn them into marketing gold
Regiser here.

NOVEMBER 17TH – Wednesday from 12:30 – 14:30

Live 2 hour Online Session: “Engaging With New Clients (Part 2)”

By the time you get to actually present your recommendations to clients, they will have cooled right down and forgotten much of the great work you’ve done earlier in your new client engagement process. So it’s vital to have a plan for warming them up, explaining your recommendations clearly and helping clients to take action when that’s appropriate. Here’s how to do it like a pro.

UYBP Online Members Only

NOVEMBER 23RD – 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