2014 Delegate Area

Day Three Documents

Presentation Slides


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


Tools & Templates


Click on the links below to view and download


Fee Script

First Meeting Questions

New Client Screening Template

The Client Exploration Conversation



Fact Sheets


Click on the links below to view and download


Day Three Agenda

Extra Open Questions

First Contact Screening

Getting Clients to Come to Your Offices

Getting Couples to See you Together

The Question of Fees


Recommended Reading


Spin Selling

by Neil Rackham






A Matter of Perspective

by Angie Herbers











Click on the links below to view and download


Workbook Module 5 Interactive Worksheet






Videos & Audio

To download audio podcasts of days 5-11 click here


Video of the workshop is available to view below.


Module 5: New Client Engagement Process
























Top 10 First Meeting Mistakes
























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.