Client Testimonials
‘Further to our recent series of workshops I wanted to just write to thank you for a thoroughly beneficial four days. At the beginning of 2009 I was spending a considerable amount of time developing and working on our financial planning practice. Whilst I was making developments into shaping the business the way I wanted it, was hard work reinventing the wheel.
When Dimensional kindly informed me of your workshops I jumped at the chance as I had heard very good feedback from other advisers who have worked with you. The four days gave me the infrastructure, systems and processes I had been searching for in an easy-to-use format which I could adapt to our specific business principles. By staggering the workshop days over the course of the year it has allowed me to really develop, hone and define the shape of our business into exactly what I wanted.
Since starting the workshop my business has increased its turnover and has become more profitable. However, in addition to this my staff and I now enjoy the day-to-day work considerably more as it is properly structured and we are now all more focused on the same goal.
I would thoroughly recommend anyone considering working with Brett and FP Advance to do so. Especially if you are looking to tailor your business without having to reinvent the wheel.
Thank you and I look forward to continuing to work with you in the future.
Stuart Whitaker
Whitaker Consulting Ltd
‘Just had to write and thank you for running such a great program. Your ability to cut through the clutter and get to the heart of the matter has meant that we have been able to achieve more in the last six months than in the last three years in terms of getting our proposition right and business strategy to support it in place. The fact that you have been in a practice that has been there and done that makes all the difference. I would definitely be interested in a follow up program so that we can check on-going progress with you and get rid of any other stuff that distracts us.
Chris O'Sullivan, Director
Russell Ulyatt
‘Thank you for a fantastic course. I have been looking for comprehensive financial planning business advice for nearly 15 years and this is the first time I have found it. It has made a significant difference to how we work and more importantly where we are going to be in the future. The progress we have made in the last 6 months outstrips the last decade. I expect we would have worked it out eventually over the next few years but then everyone would have too and it would have been too late. Thank you for getting us on course, into the Premiership(?), and I look forward to continuing working with you to stay there.
Duncan Hannay Robertson
Taylor Vinters
‘I used the Partner Service template this morning with a new client after working through module 1 yesterday afternoon and signed them up for a £75pm retainer + 1% on a pension transfer +0.75% trail so the toolkit’s paid for itself within 24 hours.’
Steve Savage, Director
Venture Wealth Management Ltd
‘We recently registered and took advantage of your Transitional Toolkit and have implemented the systems and services that it advocates.
May I congratulate you on a very good presentation provided in a professional and easy to use manner. It is somewhat rare these days for ‘business consultants’ to actually deliver what they say they can. In our first few weeks of implementation we have gained two clients already on an ongoing fee basis with four more in the pipeline. We have brought more funds under management in three weeks than in the last six months.
When running a financial services firm it is sometimes hard to see the wood for the trees and your system is not about reinventing the wheel, but about clearing away some of the foliage and having a clearly defined service with a transparent fee structure. You are right in that clients will always pay for a quality service as long as they can clearly see and understand the benefits and it is up to the firm to communicate that to them. It is not their responsibility to understand what we do, it is ours to tell them!’
Neil Parker
Principal of an adviser firm based in Teeside
‘Steve got straight to the hub of the issues that were of greatest concern to us. We gained more in half a day from Steve than we did in 5 months from our previous business consultants.’
Peter Dunn
Heritage Financial Advisers
‘As a result of my first meeting with FP Advance, I discovered £8000 owed to me by an Insurance Company and was able to charge an extra £2000 in fees to my next client. This has more than covered the fees for all six stages of the FP Advance Transition Accelerator Programme.’
Mark Robinson IFA
Private Wealth Management
"Many thanks for coming to the forum this week. The 2 sessions worked extremely well and the feedback was excellent. From a potentially cynical bunch this was an exceptional result. I will never doubt an aussie again."
Mike Hughes
CEO Burns Anderson
‘An existing client was so impressed with the service proposition that FP Advance had just designed for Turbin’s that he decided to increase his current fees by £2000 per annum and happily signed a Standing Order to do so! This occurred after just the first stage of the FP Advance business transition process.’
Martin Turbin
Turbin's Professional Financial Planning
"Thank you so much for attending and speaking at our second annual conference yesterday – we did enjoy your presentations, but also, the feedback shows that it was extremely well received by the delegates (as usual!). I hope that the delegates now manage to design the most perfect opening meetings and reviews and really benefit from your ideas and insights, but I suspect that many more will call on your future guidance as a result as well."
Kate Gill CFP
Chairman, IFP Scotland Region
“I thought you might like to know that, now I've sat through three of your presentations, I'm starting to speak with an Australian accent and calling everyone "Mate"! My speach elecution teacher would be turning in her grave!
Seriously, though:
- Adviser 1 has said (as you heard) that it is probably the best seminar which he's attended in the last eight years or so
- Adviser 2 has e-mailed in to thank you for an "excellent talk"
- Adviser 3 has e-mailed in to say how much he enjoyed the discussion. He said, "good presentation" and "excellent delivery"
- Adviser 4 has e-mailed to about 20 of his colleagues urging them to attend, if they're available, one of "the best courses ever run".
- Adviser 5 has come back to say that it was "excellent" and "very good"
- Adviser 6 said that it was "very useful"
- Adviser 7 said that it was "very worth while"
- Adviser 8 said that she was "glad she got up at 5am to get there"
I'm sure these echo the reports on the feedback forms. However, it is somewhat unusual for our members to be so forthcoming with praise. Normally they're quick to tell us what needs improvement, but not so quick with the good news. Therefore, I thought it worth a further note of thanks.
I'd like to add my own thanks as it was a very useful session (or three!). The ideas and information you put forward have given me food for thought.
Overall, I thought the sessions were unbiased and put forward logical arguments with a clear balance and a sound structure. In particular, the use of short role plays, and the referral to case studies, brought the whole session to life and added to reality."
Catherine Court, Head of Training
Lighthouse Group PLC, Exeter
"We had a marvelous two days - FP Advance made such sense of things in a very relaxed and understandable fashion. All the staff here got benefit and we look forward to next seeing him at the end of the month. I will DEF be recommending FP Advance to those that are serious about their business."
Robert MacDonald
MacDonald & Co.
“Although the day was very intense, we found it to be refreshingly specific to our business. So often when we have looked at similar processes, we have had textbook theories simply regurgitated back to us. Our day with FP Advance was certainly not like this. We have begun work, enthusiastically…and look forward to following this up with a further day in the not too distant future.”
Ian Blackburn Dip PFS AIFP, Managing Director
Platinum Portfolios Limited, East Sussex
“I thought Friday was brilliant. Your help will make a real difference.”
Dr Mark Martin
Cavendish Wealth Management, London
“I write to express how much I valued the workshops I have recently attended led by you. I have been an IFA for 8 years and previously attended many conferences, seminars and workshops. I came away from the first workshop you led knowing that what I had learnt would be of more value to my business than any of the previous meetings I had attended. Your ability to transfer information to others, based on your personal experience, is not to be underestimated. The quality of the content left me energised and focussed. I believe that if given the opportunity, all forward looking IFAs should attend one of your workshops which would enable them to review their own business and the different structures, systems and disciplines they operate which will I am sure, result in a more profitable and fun business.”
Michael Davey MIFP, Director
Future Lifestyle Independent Financial Advisers, Somerset
