2015 Delegate Area

Day Five Documents

Presentation Slides


Click here to view and download Brett's Smaller Firms Presentation presentation. 

Click here to view and download Brett's Larger Firms Presentation presentation. 




Tools & Templates


Click on the links below to view and download


1st Face to Face Interview Form

CV Assessment Form

Telephone Interview Form

Internal Service Standard

Vacancy Specifcation Form

Recording Table

Chicken Game Key Lessons

Red Balls Game Key Lessons

Questions Arising From The Red Balls Game

The People Analyzer

Three Month Event Planner

Delegation Exercise

Ideal Client Avatar

Ideas For Rewards and Benefits

Performance Appraisal Form

Pre Performance Appraisal Form

Training Evaluation Form

Training Needs Analysis Form

Training Plan

Training Request Form

Work Evaluation Form




Fact Sheets


Click on the links below to view and download



Job Description Administrator

Job Description Paraplanner

Job Description Practice Manager

Job Desc - Client Relationship Manager 

Job Desc - Financial Planner

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








Click on the links below to view and download


Workbook 1



Videos & Audio


Video of the workshops is available to view Below


Day 5 Smaller Firms Videos


Module 7 - Getting Organised

























Module 8 - Professionally Marketing & Branding

























Some SImple Ideas That Will Transform Lead Flow























Day 5 Larger Firms Videos


Module 7 - Creating Your Business Process


























Module 8 - Getting Your Staffing Structure Right
























Business Management Module

Coaching Days

Our coaching days for the 2015 delegate group take place on the following dates:


15 March 2017
14 June 2017

13 September 2017

13 December 2017

14 March 2018

The workshops take place at:

Hallam Conference Centre, 
44 Hallam St, London


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). 

Access To Brett

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.

Join the Group


Click the button on the left to visit the 2015 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.

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