Uncover Your Business Potential - Online | FP Advance



Give me 3 hours a month, and I’ll help you have a winning Financial Planning business on your own time, at your own pace and without losing your soul.

Do you want to grow your business but not sure where to start?

Getting the results you’re looking for, means working on the right issues in the right order.

Working hard is no guarantee of success. I know because I’ve tried it.

Businesses that solve problems move forward. Businesses that don’t stay stuck. It’s that simple.

Uncover Your Business Potential Online teaches you the skills you need to take your business to the next level of success. It’s an ever-expanding source of great information and practical solutions.

Have you ever 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?”

What is Uncover Your Business Potential Online?

Uncover Your Business Potential Online is a membership programme based on our sold-out signature course Uncover Your Business Potential. Everything is online so that you can learn at your pace, on your timeframe and in your pyjamas (that one’s optional).

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 via ‘live’ online training sessions and a monthly Office Hours call where you can ask me anything. That’s a level of access missing from most online courses.

You’ll learn how to:

Find clients
and create a business that attracts more of the right types of clients (it happens way before you ever get to a marketing strategy).

Build the best team
You’ll understand why you have to have a great team around you (in-house employees, outsourced support, or even a mix of both) and most importantly, I’ll show you how to create it.

Get the price right
You’ll decide on the right pricing strategy for your business (there isn’t a one size fits all solution).

Create your future
and create the perfect client proposition for where the profession is heading in the next decade (not the last one).

Build a strong business
I’ll introduce you to the six business pillars that will make your business run like clockwork.

Be a leader
Learn how to lead your business effectively (even if you don’t consider yourself a natural leader).

Considering joining, but not quite sure? Let me take you on a guided behind-the-scenes video tour and give you a sneak peek of what you’ll find once you become a member.


What you get:

New self-study modules
every month

Access to me directly
via the members-only Forum, live online training sessions, and monthly Office Hours calls (where you can ask me anything)

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 £199 per month (includes VAT)


Who Is It For?

The Business Owner

It’s not enough to be a great adviser. You’ve got to be a good business manager too.

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 mind on the best way forward for your business.

The Future Business Owner

Want to demonstrate your commitment to being a genuine future owner? Then 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.

Frequently Asked Questions

Let me answer the questions you’ve asked.
When will I find the time?

Ah, time!

You will indeed have to carve out some time to do this course (I recommend 3 hours a month). However, I’m going to teach you right up front how to create more time and space for yourself in your business.

A small sacrifice now for significant gains in the future.

How much time will I need to commit?

I recommend three hours a month, broken down as follows:

  • An hour to work through each monthly module;
  • Then around two hours to take action on what you’ve learned (we all know that execution is critical).

The one notable exception to that is the Business Planning module. This one takes a bit longer to complete because I’m facilitating the whole business planning process with you. That’s not something you want to rush through.

However, three hours a month will get you motoring.

If you allocate 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 routine – like cleaning your teeth (but much more fun).

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.

If you do elect to stop your membership, you will lose access to the teaching videos (and we add new modules and new materials every month). However, much of the support material is downloadable, and you will have those documents to use forever.

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 an excellent 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 up to date, then the catch-up month gives you a chance to….well, catch up.

I aim to get you doing things right the first time. 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 ‘Little 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.

Want to know more before you decide? Let me take you on a guided behind-the-scenes video tour and give you a sneak peek of what you’ll find once you become a member.


Do you 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

Or how about these numbers from my client Holland Hahn & Wills (who say they’re finally doing the best work of their careers)?:

up 109%
up 161%
up 107%
up from
0% to 27%
£405,000 to

These businesses have been using my proven Uncover Your Business Potential process to reach their next level. Now you can, too (and all without leaving the house).

Finally, there’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 that you genuinely love.

Only £199 per month (includes VAT)