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Brett Davidson

Founder

FP Advance

fpadvance.com

brett@fpadvance.com

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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

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…