You help your clients live the good life. Shouldn’t yours match up?

Of course it should – and it can. That’s where FP Advance comes in.

We’re a boutique consulting firm that specialises in working with growing and aspiring financial planning firms.

Essentially, we help you achieve big wins while helping your clients do the same.

Enough of this “cobbler has no shoes” problem.
It’s time to make your financial planning business a model of financial success.
It’s time your own wealth and lifestyle matched up with what you’re helping your clients build.

It’s time for FP Advance.

We teach you how to evaluate your business and provide you with the tools to re-create it in line with your core values…and make it brilliant. You get back to doing what you love whilst having a healthy and prosperous work/life balance.

CPD activities

  • The Ultimate Guide to Managing your Financial Planning Business

Who should attend?

Further Information: