Episode 29: Brett Davidson

Brett Davidson

Founder & CEO of FP Advance

You can also listen to the episode on Apple Podcasts & Spotify.

In this episode:

Abraham has an insightful discussion with Brett Davidson, covering:

• Brett’s background and how he got into the industry

• His latest paper, ‘What next for financial planning in the UK?’:

  • Discussing The Innovator's Dilemma: When New Technologies Cause Great Firms to Fail by Clayton M Christensen.

  • The significance and differences between disruptive and sustaining innovation

  • What could become disruptive forces in the marketplace

  • Why doesn’t financial planning scale very well?

  • And much more…

• If he was given £100k today to start a new financial planning business, what would it look like?

• Brett’s approach to working with firms and his plans for retirement

Guest profile

Brett Davidson has worked as a business consultant since 2004 to advisers in the UK, and he’s helped many of them do it too.

Brett aims to help 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 - hence why he set up FP Advance.

​He’s famous for his “Little Black Book” of powerhouse contacts; the industry gems who support you with compliance, marketing, practice management, HR, technology, outsourced paraplanning and administration.

Brett has spoken at conferences for The Personal Finance Society, the Million Dollar Round Table (MDRT), the Chartered Institute for Securities and Investment (CISI), and the Financial Planning Institute of Southern Africa (FPI).

Where to find Brett:

LinkedIn - Brett Davidson

Twitter - @brettdavidson

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