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

Brett Davidson
Brett Davidson
FP Advance

In this POWER Webinar, Brett Davidson reveals his latest white paper: How to Solve the Scale Problem (for financial planning businesses). Brett believes that there are two key blockages owners of independent financial planning firms face when they think about growth: mental and structural.

Brett also believes that if we are going to make an impact as a financial planning profession, owner advisers need to find a way of serving more clients.

In this session, Brett helps break down any limiting beliefs and shares an alternative approach to growth that can help you build a fun, thriving and sustainable business, more quickly and more easily.  

Learning Outcomes:

  • Learn why Brett thinks growing your existing financial planning business is a good idea – in fact, you may not have a choice in the matter.
  • Discover why many adviser owners are convinced that scaling (or helping more people) is a really bad idea for them even though they believe it’s a good idea for the profession as a whole.

Hear an alternative approach to growth that can help you build a fun, thriving and sustainable business, more quickly and more easily.