For adviser use only
Illuminate learn – meet FP Advance
FP Advance director Brett Davidson will teach ‘the ultimate guide to managing
your financial planning business’ – a step-by-step system used to lead you to a
more profitable, smoothly managed firm.
What you'll learn
 How to create an effective business plan – so
you know where you’re going
Does this sound like you?
 Setting quarterly objectives you can (and will) hit
• You’re working too hard without getting the big results you want
 How to execute your ideas in small, weekly,
• Your business is running away from you, always operating by
default rather than by design
• That dream life you want for yourself is always just out of reach
What if, three months from now, your financial planning business
could be as rewarding – both financially and emotionally – as you
dreamed it would be when you started?
FP Advance’s step-by-step course will show you how to get in control
of your business and break through to a new level of income.
actionable steps
 How to communicate your vision and objectives
to the rest of your team
 Monitoring results and obtaining feedback from
your business numbers
What you'll get
This course is for you if you want to...
 A full business plan template
• Achieve a drastically better quality of life – without having to expand
the size of your company
 Plug-in-the-numbers spreadsheets that will help
you calculate your financial ratios and profit
margins correctly
• Get beyond the six-figure plateau and break through the £1m and
£2m revenue barriers
• Dramatically improve communication and decision making within a
partnership (or a husband and wife team)
 A complete communication strategy
 'Instant clarity' workbooks and set of questions
FP Advance have helped hundreds of firms and solo businesses do all
of the above. In fact, these are the exact steps FP Advance used in their
own business. (Yes, they used to spin their wheels, too.)
What does it cost?
Courses start from £199 each.
For adviser use only
Who are FP Advance?
FP Advance is a boutique consulting firm that specialises in working
with growing and aspiring financial planning firms.
Go to illuminate learn
They’ll teach you how to evaluate your business and will provide you
with the tools to recreate it in line with your core values. You get back
to doing what you love while having a healthy and prosperous work/
life balance.
Accessing FP Advance courses
through illuminate learn is easy.
FP Advance’s teachings are best suited to businesses that:
• Want to do it right – and run a truly client-focused organisation;
• Want to run their business like a business (recognising that financial
performance matters);
• Would love to become more commercial without losing their social
purpose (or soul).
Just go to
www.nucleusfinancial.com/learn
Browse until you’ve found the course you want.
Once you’re ready to buy you’ll be asked to sign up.
FInd out more at
www.illuminate.nucleusfinancial.com
When you work with FP Advance you work with Brett Davidson
“My motto is ‘advise better, live better’ and
I practice what I preach. I’m straight talking
and get to the heart of an issue quickly. There’s
no beating about the bush, just a focus on
helping things improve. Ask my clients – what
I teach works.”
Illuminate learn is developing all the time, so keep an eye
out for new courses.
We’d also love your feedback on how we can improve it.
Remember, illuminate learn is just one part of the
illuminate trilogy. You can learn on the road and gain CPD
at our illuminate live events. You can also keep up to date
with daily industry thought leadership by logging onto
illuminate online.

Look out for special
discounts and promotions
on selected courses.
 [email protected]
 @nucleuswrap
Learn something new today
www.nucleusfinancial.com/learn

www.nucleusfinancial.com/learn
Nucleus Financial Services Limited is authorised and regulated by the Financial Conduct Authority, is registered in England with company number 05629686 and has its registered office at One London Wall,
London, EC2Y 5AB.Please note that telephone calls may be recorded in order to monitor the quality of our customer service and for training purposes.
0205CA.01