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.
