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Advise better,
Live Better

webinar

Learn how to create a financially and personally rewarding business with Brett Davidson.

If you are good at what you do, more people seek out your services and before you know it, running your business can become a massive time-sink and all the fun can leave the building.

If you are looking to take your business to the next level, fun included, then this webinar is for you.

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About the webinar

Great financial advisers not only help clients with financial issues, but free them up to live life more fully, by:

  • helping them define “how much is enough?”;
  • keeping them focused on their big life goals, and;
  • taking away the hassle from managing their money.
  • Yet providing this service involves a lot of effort on your part.

Who keeps you focused on what’s important, and helps you with the tricky issues that arise in running a successful business?

During this live one-hour webinar, Brett Davidson takes you through what it means to advise better, live better. He shares how he’s achieved this in his own life, and how you can do it in your business too.

Brett ran a successful financial services business in Sydney, Australia for 14 years, taking it from:

  • an old-model insurance business…
  • to a new-model financial planning business…
  • right through to a personal sale and exit.
  • He worked it from A to Z, and in the last decade as a business consultant to advisers in the UK, he’s helped hundreds of them do it too.

Now it’s your turn.

Sound like something you are interested in? Watch it today.

About Brett Davidson

Brett is the Founder of FP Advance and the Uncover Your Business Potential programme. He helps financial planning professionals advise better and live better by growing more profitable without losing their social purpose (or soul).

Professional Adviser magazine rated him one of the Top 50 Most Influential people in UK financial services on three occasions – an honour backed by his robust “Black Book” of powerhouse contacts.

Brett’s mission: to wipe out the musty old “conflict of interest” model and turn the financial planning industry upside down, one firm at a time. He’s made great headway, having worked closely with hundreds of financial planning firms in the UK, Ireland and the Netherlands to make their businesses more fun, client-focused, and profitable.

Before coming to the UK he was a partner in a leading Sydney-based financial planning firm, and helped change it from a stodgy, commission-based insurance business into a breakthrough, ‘win-win’-style financial planning firm before his exit at the end of 2003.

Personally, Brett is no stranger to ditching the status quo. In 2015 he and his wife Debbie sold most of their possessions, rented out their home in London and went travelling full-time, without their business skipping a beat. They were even featured in a piece in the New York Times, by Carl Richards from Behaviour Gap.

Brett writes regularly for some of the UK’s leading industry publications, including New Model Adviser, Adviser Business Review, Money Marketing, and IFA Magazine. His blog, full of inspiring free business tips, has the industry frothing for each weekly post.

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