2014 Delegate Area

Day Eight Documents

Presentation Slides

 

Click here to view and download Brett's presentation from Day Eight (MS Powerpoint)

 

 

Tools & Templates

 

Click on the links below to view and download

 

ABC Accountants Role

Accountant Ratings & Service Levels

B2B Marketing To Accountants

Due Diligence Timetable

Selecting a Financial Planning Partner

Weekly Email Update Template (FPA)

 

Questionnaires

 

Click on the link below to view and download

 

Questions for Accountants

 

Video & Audio

To download audio podcasts of days 5-11 click here.

Video of the workshop is available to view below.

 

Working Effectively With Professional Connections

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

XYZ Financial Services

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Coaching Days

Our coaching days for the 2014 delegate group take place on the following dates:


14 March 2017
20 June 2017

 

The workshops take place at:

 

Hallam Conference Centre, 
44 Hallam St,
London

W1W 6JJ

 

The nearest Tube is Great Portland St, although it’s only a short walk from Euston Station too.  Coffee will be served from 9:15am for a prompt 10:00am start. We will work through until 5pm, with a break for lunch (that will be provided). 

Remember, you get direct access to me at all times throughout your course membership, so don't let an issue keep you from moving forward.

You have my mobile phone number and email address for whenever you need to get in touch. In most cases I'll be back to you on the same day.

If an issue is urgent, please just call. If you want to discuss a range of smaller issues, feel free to batch them and contact my PA Emma to schedule a longer call where we can deal with everything in one go. You can decide which approach  suits you best.

Access To Brett

Join the Group

 

Click the button on the left to visit the 2014 private delegate Facebook Group.

Stuck?

 

If you have any difficulty  then fill in the form below to contact, the FP Advance support team and someone will be in touch with you pronto.