2014 Delegate Area

Day Five Documents

Presentation Slides


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


Tools & Templates


Click on the links below to view and download


Recording Table

Chicken Game Key Lessons

Red Balls Game Key Lessons

Questions Arising From The Red Balls Game

The People Analyzer


Fact Sheets


Click on the links below to view and download



Financial Planner Job Description

Client Services Job Description

Work Tasks


Recommended Reading


Rocket Fuel:
The One Essential Combination That Will Get You More of
What You Want from Your Business

by Gino WIckman




Eliminating Complexity from Work:
Improving Productivity by Improving Quality

by F Timothy Fuller





Cancelling One-On-One Meetings Destroys Your Productivity

by Elizabeth Grace Saunders







Workbook 1


Video & Audio

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

Video of the workshop is available to view below.


Creating Your Business Process

























Module 8 - Recruitment With Tracey Underwood

























Business Management Module

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,



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.



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.