Brett Davidson’s Journey and FP Advance
In a recent episode of Adviser 3.0 The Podcast, Abraham Okusanya speaks with Brett Davidson, founder of FP Advance. Brett shares his background, how he entered the UK financial planning profession, and the mission behind FP Advance: to help advisers run better, more sustainable businesses.
What Next for Financial Planning in the UK?
A key focus of the discussion is Brett’s latest paper, What next for financial planning in the UK?. He explores the difference between disruptive and sustaining innovation and identifies potential forces of disruption in the advice marketplace.
Scaling Challenges in Financial Planning
Brett explains why financial planning doesn’t scale easily, highlighting the human and relational elements that make it difficult to industrialise. He also shares his views on what a new financial planning business could look like if starting today with £100,000 of capital.
Innovation and Adviser Businesses
The conversation examines how innovation—whether disruptive or sustaining—can help advisers adapt and thrive. Brett encourages firms to think differently about client engagement, service delivery, and technology adoption.
Brett’s Personal Approach to Retirement
Finally, Brett shares his own approach to retirement planning, offering advisers a candid look at how an industry consultant applies his professional insights to his personal life.
Why Advisers Should Listen
For advisers, this episode provides a rare combination of strategic foresight and practical advice. It challenges assumptions about scaling, highlights innovation opportunities, and offers valuable guidance for building resilient firms.
To hear the full discussion, tune in to Adviser 3.0 The Podcast or explore more insights on Timeline.
