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

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. 

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

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

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

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

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

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.

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

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.

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.

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.

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

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.

9 June 2020

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.

7 April 2020