Why Financial Planning is Good for Your Business

By: Brett Davidson
Founder
FP Advance
Brett Davidson, FP Advance

Tuesday 19th January 2021

Financial Planning? You’d be mad not to do it. There has never been more pressure on business models that right now. With rising FCA levies and Professional Indemnity costs, some pundits have described it as the end of the ‘boutique’ adviser. What a load of tosh.

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.

Learning outcomes

  • Find out why the Financial Planning business model is the right fit, now more than ever.
  • Learn why it might only take a few tweaks to make the jump to Financial Planning.
  • Discover the dos and don’ts of running a fun and profitable Financial Planning Business.


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