Give me 3 hours a month, and I’ll help you have a winning financial planning business … without losing your soul
Want results like these?
“The UYBP programme literally supercharged our progress. We rapidly gained clarity on our business plan and the steps we needed to take. Our clients now receive a full-fat and outstanding financial planning experience that’s built on a solid and sustainable foundation. UYBP has transformed our business across the board.”Tracey and Derek Evans – Juno Wealth Management (Class of 2014)
Or how about these numbers from my client Holland Hahn & Wills (who say they’re finally doing the best work of their careers)?:
- Top line revenue – up 130%
- Assets Under Management – up 176%
- Annual recurring revenue – up 160%
- Net profit – up from -2% to +27%
- Average client size – increased from £405,000 to £797,000
(And that’s all whilst simplifying and improving their delivery to clients, and enjoying their work more than ever.)
Uncover Your Business Potential Online
Want to grow your business but not sure where to start?
These businesses have been using my proven Uncover Your Business Potential process to reach their next level. Now you can, too. (And all without flying to London, or even leaving the house).
Finally, here’s a way to have the Uncover Your Business Potential framework in your pocket. You can build a powerfully profitable, and personally sustainable, financial planning business on your own time and at your own pace.
If you’ve said…
“I want a business that runs like clockwork, instead of running my life.”
“I want a team that lets me focus on what I’m good at — but building and leading a team isn’t my skill set.”
“I’m doing okay, but I’m working way too hard for the results I’m getting.”
“Other financial planners seem to be killing it — and having a ball while they work. What do they know that I don’t?”
- Read widely, attend conferences, and take courses, but can’t quite see how it translates to action?
- Wish there were a way to build your business without making all the usual mistakes?
- Want to work with me (Brett) directly, but without the £650 per month (plus VAT) price tag, and travel to the on-location London program?
- Want this to be the year you finally make bigger profits; easily take that Caribbean trip timed with your kids’ school holiday; and go from toughing it out to having a lucrative business that will set you up for life?
Then this is going to make your day. (And your career.)
What is Uncover Your Business Potential Online?
I’ve created a new online membership version of our sold-out signature program, so you can learn at your own pace, when you want, in your pyjamas (that last one’s optional).
The step-by-step course to a world-class Financial Planning Business
Uncover Your Business Potential Online will teach you everything you need to know to run a world-class Financial Planning business in one comprehensive course.
But this isn’t all DIY. You’ll still get my brain on your business — a level of access missing from most online courses.
What you’ll discover:
- Find clients – How to create a business that attracts more of the right types of clients (and it happens way before you ever get to a marketing strategy).
- Build the best team – Why you have to have a great team around you (in-house employees, outsourced support, or even a mix of both) and most importantly how to create it.
- Get the price right – How to decide on the right pricing strategy for your business (there isn’t a one size fits all solution).
- Create your future – How to create the perfect client proposition for where the profession is headed in the next decade (not the last one).
- Build a strong business – The 6 business pillars that will make your business run like clockwork
- Learn to lead – How to lead your business effectively (even if you don’t consider yourself a natural leader)
…And much more.
What you get (time required – 3 hours a month):
- New self-study modules every month
- Access to me directly via the online UYBP Forum
- Support and networking opportunities with the other members
- Comprehensive information from a completely independent source.
- Answers to the challenging issues that come up on your business journey
- A course structure offering everything you need to know to run a world-class Financial Planning business
EARLY BIRD PRICE
Only £99 per month (includes VAT)
Who Is It For?
The Business Owner
It’s not enough to be a great adviser. You have got to be a good business manager.
If you want to achieve the vision you have for your business, and your life, then being a great adviser will only get you so far. Sure, it’s a core part of your overall skill set, but you also need to manage the growth that comes from being great at what you do.
Uncover Your Business Potential Online will teach you how to think through issues, giving you the confidence to make up your own mind on the best way forward for your business.
The Future Business Owner
Want to demonstrate your commitment to being a genuine future owner? This is the place to do it. If you work for a firm but don’t own it, this course provides you with market-leading knowledge to help influence and support the partners who own the business you work for.