The Lot - FP Advance

The Lot

All The Bundles

The Lot

Who’s It For?

  • Owner-Advisers
  • Practice Managers


I’m sure you’ve noticed that my stand-alone products cover the big issues that financial planning firms face as they mature and professionalise. Just take a quick look at the topics covered:

  • Business Planning and Execution Skills That Get Results
  • Understanding Your Client Base (segmentation, servicing, disengaging)
  • Packaging Your Services To Demonstrate Your Value
  • Pricing Your Service Perfectly
  • Analysing Your Financial Ratios
  • Managing Your Time Effectively
  • Creating A Killer Review Service
  • Converting New Clients (The first meeting process)
  • Marketing Strategies That Work
  • Working Effectively With Professional Connections
  • Building The Perfect Support Team

If you’ve taken a look at each of these product bundles and thought to yourself, “I want them all” then here’s the drill.

You can buy them all in one go and save yourself £1,139 when compared to buying them one bundle at a time.

What you get

When you buy all 11 bundles you get access to all the videos and downloadable documents from every single stand-alone product.

Your investment

£5939 £4,800 (which includes your VAT)

(If you’re based outside the UK please contact us regarding a VAT-free purchase)