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FP Advance

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  • Creating A High Performance Business Strucutre
    Creating A High Performance Business Strucutre
    Brett Davidson Recorded: May 14 2014 43 mins
    Too many small businesses stay small because they don't address the structural changes that must be made to facilitate growth. In this webinar I'll look at some simple steps you can take to create a high performance business structure.
  • Setting a clear business strategy
    Setting a clear business strategy
    Brett Davidson Recorded: Apr 7 2014 44 mins
    As Lewis Carroll once said, "If you don't know where you are going, any road will get you there." The same is true for your business. Getting the strategy right is the compass that always points north. Knowing where you are headed makes decision making easier in areas like hiring and firing, pricing, use of technology and marketing. In this webinar I'll look at a simple approach to setting your business course and keeping you and your team on track.
  • Why Marketing And Communications Matter Big Time
    Why Marketing And Communications Matter Big Time
    Brett Davidson Recorded: Mar 5 2014 40 mins
    Everyone says they know that marketing and communications matter, but their focus on this business critical area suggests otherwise. Perhaps they get too busy, or no one person is responsible for the output, but whatever the reason it is a huge mistake. In this webinar I'll explain just how important this aspect of running your business is, the costs of not addressing it and how to get some of the basics up and running without a great deal of fuss.
  • Creating Differentiation For You & Your Business
    Creating Differentiation For You & Your Business
    Brett Davidson Recorded: Dec 17 2013 42 mins
    Once you've got the pieces of the jigsaw in place the key is creating a point of difference in the mind of your clients. Sadly, most clients don't understand or care about the range of titles we've created for ourselves in an attempt to stand out - Independent Financial Adviser, Financial Planner, Wealth Manager, Life Planner etc - they just don't get it. Changing your title is not differentiation. True differentiation comes from owning a space in the market; doing different things to your competitors or more often doing the same things but in a different way. This webinar covers how to differentiate and market your business more effectively.
  • Converting Existing Clients To Your New Approach
    Converting Existing Clients To Your New Approach
    Brett Davidson Recorded: Nov 7 2013 38 mins
    Making the move to an 'outcomes focused' financial planning service is highest value for you and your clients, but there is some work in it. However, if you can create an amazing ongoing review service (see last months webinar) you are just about there. This month we look at the steps you can take to convert clients to your new offer successfully.
  • An Amazing Client Review Service
    An Amazing Client Review Service
    Brett Davidson Recorded: Oct 7 2013 47 mins
    Research from across the globe tells us that clients really value a great ongoing service from their adviser. However, the same research says that what is delivered by most advisers is pretty bad. Find out how to create a simple yet amazing review service for your clients and watch your profits soar.
  • Onboarding Clients Effectively
    Onboarding Clients Effectively
    Brett Davidson Recorded: Sep 2 2013 30 mins
    You've got the go ahead, but there is still scope to blow the sale or create a whole bunch of hassle you just don't need. Find out how the best firms 'onboard' their clients, using some simple strategies that make it fun an enjoyable for all concerned.
  • Fact Finding & Presenting Advice
    Fact Finding & Presenting Advice
    Brett Davidson Recorded: Aug 5 2013 41 mins
    These are the two forgotten steps in the advice process but vitally important if you don't want to blow it after getting off to a great start with new clients.
  • 3 Simple Metrics to Improve Profitability and Performance
    3 Simple Metrics to Improve Profitability and Performance
    Brett Davidson Recorded: Jul 19 2013 4 mins
    Many financial planning firms collect reams of management information they rarely understand and never use. In this presentation I introduce three business metrics that will help you make sense of your data and improve your business performance.

    I have seen so many advisers struggle to make sense of their MI, yet by using these three ratios it is possible to reveal and rectify the issues that are holding back your business.

    If you find this presentation useful, head on over to fpadvance.com and post a comment. Whilst you are there, why not sign up to my newsletter to get my top tips delivered straight to your inbox. You can also follow me on Twitter (@brettdavidson).

    You can watch my most recent BrightTALK webinar via the playback here - https://www.brighttalk.com/

    I look forward to connecting!

    FP Advance | Make It Happen
  • Powerful First Client Meetings
    Powerful First Client Meetings
    Brett Davidson Recorded: Jul 19 2013 48 mins
    The first client meeting is the key to almost everything in creating a profitable advice business. Get it right and it is easy to secure clients at the right price. Get it wrong and you can spend months playing catch up or discounting to get things back on track. This session will cover what you need to do to deliver a powerful first client meeting.

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