An exclusive full-day live event for Financial Planners and Advisers | London
If you're anything like the financial planners and advisers I work with, you're brilliant at what you do. Your clients trust you, your reputation is solid, and yet, if you're honest with yourself, something isn't quite right.
Growth has stalled, or it's happening but not fast enough to justify the hours you're putting in. Your diary is full, but your energy is running low. The practice that was supposed to give you freedom has become the thing that consumes you. And somewhere along the way, the passion that drove you to build this in the first place has quietly started to fade.
You're not alone. I see this constantly with the financial planners and advisers I work with - people who are exceptional at their craft, but who are running on empty, losing their enjoyment, and dangerously close to burnout. The problem isn't your ability. It's that nobody ever gave you a clear system for building an advice business that grows without grinding you down in the process.
That's exactly why I created The Trusted Growth Accelerator - an exclusive event designed specifically for Financial Planners and Advisers.
I want to spend a full day with you - diagnosing what's holding your practice back and building the strategies that will move you forward. We'll work through five proven frameworks that I've used with hundreds of financial planners and advisers to generate real, sustainable growth. You'll leave not just equipped, but inspired.
What we'll cover
Over the course of the day, we'll work through five powerful areas:
Growth doesn't happen by accident. I'll take you through a powerful self-assessment tool to identify what's working, what isn't, and where the real opportunities for improvement lie - across every area of your practice and your life.
Most financial planning practices run their marketing like a leaky bucket - the effort that's put in is pointless. And even when the marketing strategies work, there is no time to convert eager leads because the adviser is the bottleneck to success. I'll show you how to build a system that attracts your ideal clients consistently, without cold outreach, paid ads, or being permanently glued to your phone. Your marketing should work whether you're at your desk or not and the effort you put in shouldn't be lost.
Your time is your most valuable asset, and right now you're probably spending too much of it on the wrong things. Together we'll identify exactly what to delegate, to whom, and how, so you can spend more of your time doing the work only you can do, and less time fighting through an endless to-do list.
Forget waiting for the one big breakthrough that never quite arrives. I'll show you how finding 1% improvements across every stage of your client journey compounds into the kind of growth most practices spend years chasing. This framework was the primary driver of 50% year-on-year growth in my own financial planning firm, and it can do the same for yours.
Real transformation rarely comes from incremental thinking. I'll introduce you to the Moonshot Mindset - a framework for setting audacious, seemingly unreachable goals for your practice, in the spirit of JFK's challenge to reach the moon and Google X's pursuit of 10X thinking rather than 10% improvement. You'll learn the eight Ps of a moonshot - Purpose, Projects, Potential, Problems, Pathway, People, Products and Performance - and how to apply them to define a bold, clear direction for your business. When your team and your clients understand the "why" behind your practice, everything from decision-making to growth becomes clearer and more focused.
Why I'm the right person to spend this day with
I'm exceptionally well placed to help you grow your financial planning practice, because I've lived this journey from both sides.
As a former Chartered Financial Planner, I spent years helping clients make clearer, calmer and more confident decisions about their futures. As an entrepreneur, I've built, led and exited businesses of my own, including my financial planning firm, and learned first-hand what it takes to scale a practice without sacrificing everything else in the process.
I know how it feels to be technically brilliant at what you do and still find yourself trapped by the very practice you created: too many hours, too much complexity, not enough profit, and too little space to enjoy the life you hoped the business would give you. Everything I'll share on this day is built around helping you reclaim the free time, profit and fun you deserve.
Here's a little of what that looks like in practice:
The frameworks I'll share on the day are not theory. They're what I've used, tested and refined in my own financial planning firm and with the hundreds of financial planners and advisers I've had the privilege of coaching.
Is this for you?
The Trusted Growth Accelerator is an exclusive event for Financial Planners and Advisers who are ready to stop leaving growth to chance. If you know your practice has more potential than it's currently realising, and you want a clear, structured plan to unlock it, I'd love to spend this day with you.
What to expect
The day concludes with a drinks reception - a chance to connect with fellow financial planners and advisers, share insights from the day, and start building the kind of relationships that can transform your practice as much as the frameworks themselves.
All refreshments, lunch and evening drinks reception included.
One day. Five frameworks. Real results.
Join me in London and let's build your Growth Accelerator together.
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