How To Solve The Scale Problem (in financial planning businesses)
Tuesday, 21st November 11:00am – 12:30pm
Join us on an exciting journey as Abraham delves into Brett Davidson's groundbreaking white paper.
A quick rundown of the session
Global economic and market outlook
Asset class and
style returns
Interactive Q&A
engage with our pane
Why you should join!
Gain Insights
Brett's white paper offers invaluable insights that can revolutionise your financial planning business.
Achieve Scalability
Learn how to scale your firm effectively, without business school jargon.
Explore New Horizons
Uncover subversive ideas that challenge conventional practices in the industry.
Your Speakers!
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.
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.
What we'll cover!
Making an impact
Explore strategies to expand your reach and make a positive impact on more clients' lives.
Scaling Up Your Business
Learn practical steps to scale up your financial planning firm, regardless of your familiarity with business terminology.
Rewriting The Quo
Engage with subversive ideas that are intended to challenge the financial planning profession.
Join us in person!
You still have time to grab your ticket for Adviser 3.0 2024!
We'll see you there!
Tuesday, 21st November 11:00am – 12:30pm
Join us on an exciting journey as Abraham delves into Brett Davidson's groundbreaking white paper.
