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
Only £149 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.
Only £149 per month (includes VAT)
Frequently Asked Questions
If you’re one of those still sitting on the fence, let me answer a few questions I’ve been asked so far to put your mind at ease
When will I find the time?
Ah time! We’re all given the same 24 hours to use each day. It’s just that those who achieve their dreams use it better then the rest.
It’s true you will have to carve out some time to do this course. However, following the stuff I’m going to teach you right up front will create more time and space for yourself in your business.
A small sacrifice now for big gains in the future.
How much time will I need to commit?
You’ll need to set aside about an hour to work through each monthly module.
The one notable exception to that is the Business Planning module. That takes a few hours, because I’m facilitating the whole business planning process with you. That’s not something you want to rush through.
All the other monthly modules can be completed in about an hour.
You’ll need a further one or two hours of execution time each month to take action on what you’ve learned.
Three separate hours each month will get you really motoring.
If you allocate just one hour a week to the course you’ll be flying. It’s not much when you look at it that way.
My advice is to lock it in. Same time every week. Just make it part of your regular routine; like cleaning your teeth.
How long do I have to pay the monthly subscription for?
There is no minimum lock in period and no cancellation fee. You can subscribe for as long as you feel you’re receiving value from Uncover Your Business Potential Online.
If you do elect to stop your membership you will lose access to the teaching videos. However, much of the support material is downloadable while you are a member, so you will have those documents to use forever.
Remember, we’ll be adding new modules and new materials every month. If you are working diligently through the materials, you could expect to remain a member receiving great value for two or three years. That’s an incredible amount of high-quality information and learning for a very modest investment.
Will I get overloaded?
I’ve done plenty of online courses myself, and one of the dangers is getting overloaded when you get to a certain point. With this in mind, I’ve proactively addressed that for you in this course.
Firstly you can work through the material at your own pace. You’re not on a regular schedule with the other members of the course. You decide when to study.
Secondly, at regular intervals I’ve inserted a catch up month where we review what you’ve done so far. These catch ups provide a nice refresher to make sure you’ve not missed any important stuff, and to see how all of the information hangs together.
The catch ups are useful even if you’re totally on it and up to date. And if you’re not totally up to date then the catch up month gives you a chance to….well, catch up.
My aim is to get you doing things right, not quick. The fastest way forward is to do it right and do it once.
What if I get stuck on something?
You will have direct access to me via the online members Forum. I won’t let you stay stuck.
I’ll be on the Forum regularly each week, answering any questions and queries. Other members can also chip in with their ideas and practical solutions to the challenges you’re facing.
I’ve also got the best ‘Black Book’ of powerhouse contacts in the business. I can get you directly to the right people to solve your issue if you need some expert help from a specialist, in areas like marketing; compliance; operations; HR; technology; and recruitment.
How do I accelerate my learning curve, to create my new and exciting version of my FP business?
Getting the results you’re looking for means working on the right issues.
Working hard is no guarantee of success. Believe me, I’ve tried it.
Businesses that solve problems move forward. Businesses that don’t stay stuck.
Uncover Your Business Potential Online teaches you the skills you need to resolve all the issues you’ll face in your Financial Planning business. It is an ever expanding-source of great information and practical solutions.