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

 

Agenda

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

 

 

 

 

 

Questionnaires

 

Click on the links below to view and download

 

Workbook Introduction Interactive Worksheet
Workbook 1 Interactive Worksheet

 

 

 

Videos 

 

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
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). 

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.

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.