Solving the Scale Problem (Webinar recap)

Join Abraham Okusanya & Brett Davidson for a deep dive into Brett's research into scaling financial planning firms - the what, the why and the how to support scalable growth and better outcomes for clients.

Are you ready to transform your financial planning business?

Discover how you can help more people and scale your independently owned financial planning firm. Brett's paper contains subversive ideas that challenge the profession, sparking a discussion that's both enlightening and thought-provoking.

Download the Whitepaper here

Watch the recap of the session here

Brett Davidson

Brett Davidson has worked as a business consultant to advisers in the UK since 2004. He helps Financial Planners take the headache out of running a business so that they can get back to doing what they love; looking after their clients.

Brett is famous for his "Little Black Book" of powerhouse contacts; the industry gems who support advisers with compliance, marketing, practice management, HR, technology, outsourced paraplanning, and administration.

Abraham Okusanya

After a stint at RBS, Abraham ran a consultancy that served financial firms including Aviva, AJ Bell, and Transact. He came to the conclusion that the way the industry does retirement planning and portfolio management sucked so he created Timeline to help change that. He authored Beyond The 4% Rule, has written several industry papers and delivered talks to the FCA, ABI, PFS and financial professionals at conferences around the world.

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