How to Scale Your Business
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.
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.
Price: £180.00 with early bird of £150.00 until 30th September.
Visit the Power Website for more information.
Each attendee will accumulate approximately 5:30 CPD hours by attending POWER Workshops sessions.
If you’re looking to scale, the first step is getting clarity on where you are headed. And although lots of people tell you to have clarity, hardly any show you how to get it. In our first session of the day, I’ll take you through the process I use personally, and teach to all my clients, on how to sharpen up your view of your own future.Chairperson: Brett Davidson, FP Advance Ltd
As the old saying goes, business is 10% strategy and 90% execution. You can have the best business plan in the world, but if you can’t put it into action effectively, you’re nowhere. Great execution skills are not about getting more done. They’re about getting done the stuff that will make the biggest difference to your success. In this session I’ll give you a powerful tool that will help you do just that, and super charge your efforts to scale.
No one achieves anything in life on their own. And if you want to build an amazing business, assembling a great team that performs as a team is vital. There’s one particular team structure that seems to work best for helping advisers be uber-productive, and that’s what we’re going to look at in this session.
For our final session we’ve got a special guest business owner live on stage with Brett. You’ll have a chance to ask them questions directly about their business growth, how they’ve approached the scaling challenge, and anything else that’s on your mind as today’s materials sink in.Speaker: Christopher Hirsch, Holland Hahn & Wills LLP
This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.
FP Advance Ltd
Company: FP Advance Ltd
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 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.
Holland Hahn & Wills LLP
Company: Holland Hahn & Wills LLP
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
Chartered Accountants’ Hall, which is also known as One Moorgate Place has a range of facilities that can be used for private events, the location for your next meeting or a place to study. There is a suite of meeting rooms filled with natural daylight and technical equipment to suit your needs, as well as beautiful function rooms available for celebratory events and the One Moorgate Place Club.
The nearest mainline stations are Moorgate and Liverpool Street and the nearest parking facilities are at Finsbury Circus, a two minutes walk from Chartered accountant's Hall. Closest motorway is M25.
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Yes. If the workshop or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.
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At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.
Please also note that you MUST sign in at the workshop for all sessions you attend in order for the Conference Office to validate your attendance.
You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email with the link once we have recorded your attendance online. Although we do our best to do this as soon as possible after a workshop, in some circumstances this may take a few days. If you are not able to download your CPD Certificate after 7 working days please email firstname.lastname@example.org to clarify this.
Please click here to view the schedule of forthcoming workshop and regional events and what CPD sessions will be covered.
We will do our best to accommodate all special and/or dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).
The dress code is business attire.