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How to Scale Your Business

 

London: 29 October 2019 

 

Q. Why do some firms grow faster than others?
A.Because they know what it takes to scale.

 

You can scale your business and stay true to the core values, operating standards and client focus, that have got you this far. But you’ve got to know the three critical issues to work on.

 

Brett Davidson of FP Advance believes all firms are capable of scaling, regardless of whether you run a smaller firm turning over £300,000, or a larger one turning over millions each year.

Come and find out the three keys to success, that you just have to get right, if you’ve got ambition to scale your business. 

Learning objectives
 
  • Understand the three essential issues that allow you to scale

  • Recognise the management skills you’ll need to execute on your plans

  • Identify the key people you’ll need to have on your team if you want to succeed


Booking
 

Price: Early bird of £150 until 30 September, then £180, booking links below:

 

 

London: 29 October 2019


 

brett davidson.jpg

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. 

 

Before coming to the UK Brett 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.

 

Connect with Brett:
 

Website: www.fpadvance.com

Twitter: @brettdavidson

Linkedin: www.linkedin.com/in/davidsonbrett

Facebook: www.facebook.com/FPAdvanceLtd

Workshop Leader

Brett Davidson

chris-hirsch.jpg

Chris Hirsch is a founding partner of Holland Hahn & Wills, Chartered Financial Planners. Chris realised that his skills were more attuned to running the business than advising clients and he has been managing partner for some years.

 

A botanist by training, Chris enjoys classifying issues and finding solutions. He is a Chartered Manager and fellow of the Chartered Management Institute. A firm believer in the power of mentoring, his aim is to get the best out of people by working smarter.

 

Business Highlights:

In the last 4 years Holland Hahn & Wills have:

 

  • Increased top line revenue by 109%

  • Increased recurring revenue by 107%

  • Increased net profitability from low single digits to over 25%

 

Website: www.hhw-uk.com

Practitioner Speaker

Chris Hirsch

mark-penston.jpg

Mark is the founding partner of BlueSKY Chartered Financial Planners, based in Lower Earley. He is a Chartered Financial Planner and Specialist Accredited member of Resolution with over 30 years’ experience in financial services. 

Mark has specialised in advice relating to financial matters on divorce and BlueSKY provide Pension Sharing Reports and support for Family Lawyers and their clients throughout this process. He also trains Lawyers, Barristers and Mediators on pension matters relating to divorce and writes technical pension updates for solicitors and accountants, and the media.. He is involved in the Collaborative law process.

Mark loves the outdoors & travelling. He’s a keen runner, having done loads of half marathons and a full marathon. Community, friends and down-time are all key aspects of his life.
 

Business Highlights:

In the last 4 years BlueSKY have:

 

  • Increased top line revenue by 81%

  • Increased net profitability from low single digits to over 20%

  • Increased revenue per adviser by 100%

 

Website: https://blueskyifas.co.uk

Practitioner Speaker  

Mark Penston