We recently asked financial advice business consultant Brett Davison (FP Advance) to deliver three webinars to our membership, covering everything from pricing consideration to implementation. To find out more about the CPD available through our Development Programme, get in touch today.

Phil's Payola

Pricing In Contextwith Brett Davidson: Part 3: The Perfect Pricing Strategy

Pricing In Contextwith Brett Davidson: Part 2: Matching Price To Value

We recently asked financial advice business consultant Brett Davison (FP Advance) to deliver three webinars to our membership, covering everything from pricing consideration to implementation.

Pricing In Context with Brett Davidson - Part 1: Pricing In Context

Tim Cotton (Upper Street Financial Planning), Sebastian Elwell (Switchfoot Wealth Limited) and Colin Tomlinson (Sense) discuss later life & vulnerable clients from an adviser's perspective. 

Later Life Advice Panel | Colin Tomlinson, Seb Elwell, Tim Cotton

Episode six of our National Advice Forum Podcast featuring Gavin Francis.

National Advice Forum | Gavin Francis, Impact Investing

Episode five of our National Advice Forum Podcast featuring Mike Barrett

National Advice Forum | Mike Barrett, State of the Nation: Adviser Views

Episode four of our National Advice Forum Podcast featuring Michelle Hoskin.

National Advice Forum | Michelle Hoskin, The 8 Proven Principles for Perfection

Episode three of our National Advice Forum Podcast featuring Rory Percival

National Advice Forum | Rory Percival, Regulatory Horizon

Episode two of our National Advice Forum Podcast featuring Abraham Okusanya.

National Advice Forum | Abraham Okusanya, The Future of Technology: Illustrating Withdrawal Rate Strategies

In this episode of Phil's Payola, Phil chats with IFA Broker Jonathan Newell of IFA Prosure about the PI Market, what's been happening recently, why it currently functions in the way it does and what the future might look like.

Function, Form and the Future of the PI Market | Phil Young & Jonathan Newell

Welcome to the first in a six part podcast series recorded at our inaugural Sense National Advice Forum. Today's episode features a strategic update from our Chairman Phil Young. A session on developing new talent with President and Member Director at the PFS Adam Owen and the first of two adviser panels, which was an opportunity for Sense members to discuss issues such as the advice gap and succession planning. 

Welcome to the National Advice Forum | The Advice Gap & Succession Planning

A Business Strategy Podcast for Independent Financial Advisers

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Phil's Payola

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