2015 Delegate Area

Day One Documents

Presentation Slides


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


Tools & Templates


Click on the links below to view and download


Worksheet 1 - Calculating Your Key Ratios

Worksheet 2 - Qtr by Qtr Analysis

Client Segmentation Profile (Internal)

Top 10 Client Analysis

Company Scorecard and Rock Sheet

Issues List - Example

Weekly Meeting Explanation


Fact Sheets


Click on the links below to view and download



Issues Solving Track


Recommended Reading


Traction:  Get a Grip on Your Business

by Gino Wickman








Practice Made (More) Perfect:
Transforming a Financial Advisory Practice Into a Business

by Mark C. Tibergien and Rebecca Pomering








Guide to Getting the Right Work Done

from Harvard Business Review








Click on the links below to view and download


Workbook Introduction Interactive Worksheet
Workbook 1 Interactive Worksheet






Video of the workshop is available to view below.


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.