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Brett Davidson


FP Advance

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Rated one of the Top 50 Most Influential People in UK financial services on three occasions by Professional Adviser magazine.

I ran my own Financial Planning business for 14 years in Australia, taking it from:

  • An old-model insurance business…
  • To a new-model Financial Planning business…
  • Right through to a personal sale and exit

​I’ve worked it from A to Z, and since 2004 as a business consultant to advisers in the UK, I’ve helped many of them do it too.

I help Financial Planners take the headache out of running a business, so that they can get back to doing what they love; looking after their clients.

My newsletter, full of inspiring free business tips, has the industry frothing for each weekly post.

When you work with FP Advance you work with me, Brett Davidson, directly. I practice what I preach. I’m straight talking and get to the heart of an issue quickly. There’s no beating about the bush, just a focus on helping things improve.

Ask my clients – what I teach works.

Content by Brett Davidson

Succession v Sale

Deciding the ‘right’ next steps for you and your business is tough. Should you sell outright and cash in? Or nurture a hand-picked internal successor?

Good Business Management

Business mythology eulogises the impatient, demanding go-getting owner. It might make for a good story, but it doesn’t always make for good business in the real world.

How To Get Your Business In Flow

Most owner-advisers are not as organised as they could be and it has flow on effects across the business.

The Top 10 First Meeting Mistakes (and how to fix them)

With the growth of financial planning, the ‘S’ word (Selling) has fallen out of favour.

What I’ve Learned In 10 Years of Teaching Owner Advisers

For the last 10 years I have taught, Uncover Your Business Potential, a 3-year programme to owner-advisers running independent financial planning firms.

Your Business Won’t Grow Faster Than You Do

Long-term business survival requires reinvention.

Grow the Pie

What’s the difference between firms that grow and prosper vs those that seem to work just as hard, but don’t grow?

The Owner’s Dilemma

Business growth seems to require more advisers, yet more financial advisers (hired too early) stunt your business growth.

New White Paper: Solving the Scale Problem in Financial Planning Businesses

In this POWER Webinar, Brett Davidson reveals his latest white paper: How to Solve the Scale Problem (for financial planning businesses).

Generalists Are Scary (be a specialist instead)

If you became seriously ill who would you go to for advice? A GP or a specialist? It’s a no-brainer.

Grow Up (as a business)

What will it take to transform your Financial Planning firm into a professional services business that will last beyond the owner(s) regardless of whether you sell, or create internal succession?

10 reasons why you can’t increase your fees

Getting your pricing right is the most important issue for any business.

Running Your Business Should Be Fun

Unfortunately, I see too many owner-advisers not enjoying themselves. It’s not that they’re hating their life, they just seem to have accepted that they’ll never have as much fun as they did earlier in their career when things were simpler. 

Grow Your Business Faster (Strategies & Tactics)

Do you have issues in your business that you’ve tried to crack many different ways, but they are still bugging you?

How To Grow Your Own Advisers

You’re good, your business is good, and new clients are not going to stop finding you. What could possibly go wrong?

How to build your perfect support team in 2023

The biggest challenge right now?  Securing talented and skilled team members to fill the roles that growing businesses are creating.

How to get from £1m to £2m in revenue

You’re approaching, or have just broken through, the £1m annual revenue mark.

Three things you can’t avoid as a business owner

There are three certainties if you run (or aspire to run) your own financial planning business.

Innovate to thrive

The next generations of potential customers are not interested in consuming financial planning in the way that we currently offer it and almost none of the best financial planning firms are responding to the threat in a meaningful way.

The Client Conversion Problem

Almost every adviser I speak to, would like a few more, new, on-target clients than they currently get each year.

Time and how to use it for maximum effect

If you’re a business owner or adviser with a high degree of autonomy, then one of the key differentiators of your long term success is how you use your time.

How To Get To A Million In Revenue

There are five key phases that all businesses pass through as they work towards £1M of revenue and if you can understand what they are, you can pass through each stage more quickly than your peers.

Five Themes That Will Be Critical In 2022

The last two years have been momentous, yet most financial planning businesses have survived and even thrived amidst the chaos. 2022 is going to bring even more challenges and the businesses that adapt best to what’s in store will continue to flourish.

Are You Walking Your Talk?

In this webinar, Brett Davidson shows you how to improve your own wellbeing, whilst looking after your clients and making a bigger impact.

Why Financial Planning is Good for Your Business

If you are running a Financial Planning business model, the opportunities have never been better. Aligning your business to a fee based Financial Planning service, provides a host of benefits for you and your clients. It’s the most profitable, fun and resilient way to conduct business.

Video Meetings Just Changed Your World

Respected journalist, the publisher of Inside Information and the godfather of US Financial Planning, Bob Veres, wrote about four years ago that the biggest disruptor in financial services might just be video conferencing technology.

Read more…