2016 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 (MS Excel)

Worksheet 2 - Qtr by Qtr Analysis (MS Excel)

Level 10 Meeting Agenda (PDF)

Client Segmentation Profile (Internal) (PDF)

Top 10 Client Analysis (PDF)

Company Scorecard and Rock Sheet (PDF)

Issues List - Example (PDF)

Weekly Meeting Explanation (PDF)

To Do List (MS Excel)

 

 

 

Fact Sheets

 

Click on the links below to view and download

 

Agenda (PDF)

Issues Solving Track (PDF)

 

 

 

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 Module 1 Interactive Worksheet (PDF)

Workbook 1 Interactive Worksheet

 

 

 

Videos & Audio

 

Video and sound recording of the workshop will be available to view or download here shortly

 

Our coaching days for the 2016 delegate group take place on the following dates:

Tues Mar 20th

Tues Jun 12th

Tues Sept 4th

Tues Dec 4th

 

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). 

Coaching Days

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 2016 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.