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

Tuesday 30th April 2024, 11am

Brett Davidson
Brett Davidson
FP Advance

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

During that time, I’ve observed and experienced …

  • What works and what doesn’t
  • Where business owners should focus their limited time and resources
  • The issues that move the needle.

In short, I can lump these learnings under two broad headings:

  1. Mindset issues
  2. Tactical issues

In this month’s webinar, Brett Davidson, founder of FP Advance is going to share his wealth of experience from working with some of the top financial planning firms in the UK.

Learning Outcomes:

  • Discover the strategic mindset that makes all the difference in building a business that pays you back both financially and emotionally
  • Understand the simple framework that can help you make better strategic choices – even if you’re at the back end of your career
  • Identify the three tactics that can transform your business asset fastest.