Five Themes That Are Still Critical In 2025

Remember January 2022? I kicked off a conversation about five big themes shaping the future of financial planning firms, post Covid.

Fast forward to 2025 and guess what? Those themes haven’t gone away. If anything, they’ve become more urgent.

Many firms made a start in addressing them… but too many are still stuck at half measures.

In this fresh, no-fluff follow-up, Brett Davidson of FP Advance revisits the same five themes that sparked action back then and provides a fresh take on how the best firms are dealing with them successfully in 2025.

If you’re serious about building a resilient, profitable, and future-ready firm, this session will help you refocus, realign, and reignite your progress.

Learning outcomes:

• Understand how each of the five themes continues to influence the performance and scalability of modern financial planning businesses
  
  
• Evaluate the current state of your firm’s approach in each area and identify specific opportunities for development or refinement
  
  
• Apply practical frameworks and examples shared during the session to initiate meaningful progress across team, technology, and pricing strategies.