Download - Ep 29 - Brett Davidson, Founder and CEO of FP Advance, discusses how he is helping advisers, what a start-up could potentially look like on £100k and his latest research paper!

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Adviser 3.0: The Podcast

Business:Investing

Ep 29 - Brett Davidson, Founder and CEO of FP Advance, discusses how he is helping advisers, what a start-up could potentially look like on £100k and his latest research paper!

2022-03-09

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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