We are leaders in business transformation

We help financial planning firms reach new heights. To be the best there is.

To be the best, you have to focus on absolute client care. By focusing entirely on your clients’ needs, there will be bigger, better results. For your clients and for you.

Businesses get us involved when they feel frustrated with their progress and need help to find the missing pieces of the jigsaw quickly.

The FP Advance Best Practice Programme

Our programme, based on our own coalface experience, provides a step by step guide to help you work on the right issues.

Our 12 fundamentals for Best Practice management

1. Effective client segmentation
2. Creating service packages for each of your segments
3. Your pricing strategy
4. Your first client meeting
5. Discovery, preparation and presentation
6. Getting clients on-board
7. The ongoing review service
8. Converting existing clients
9. Your key points of differentiation
10. How marketing and communication matter, BIG TIME
11. Your business strategy and how you can maintain a clear focus
12. Your business structure and how it supports your single minded focus on your clients.

Coalface experience

Our chief exec, Brett Davidson, has done it himself. He was a partner in financial planning firm, Profile Financial Services in Sydney.

In his 15 years with the firm, Brett saw:

• Client numbers drop from over 3000 to 250 as it transformed from being commission based to a fee based new model advisory business
• The average annual revenue per client increase from less than $100 to over $4,000
• Recurring fee base income increase from $250,000 to over $1,000,000 per annum
• ‘A’ class clients happily paying between $15,000 – $40,000 a year for advice.