2017 Delegate Area
Day Five Documents
Workshop Podcasts
Presentation Slides
Click here to download Brett's presentation
Click here to download Domi's presentation
Tools & Templates
Click on the links below to view and download
1st Face To Face Interview
About Me
Accountability Identifier
Agenda
Assessing People For Fit
Example Questions to Ask When Outsourcing
Job Description - Administrator
Job Description - CRM
Job Description - Financial Planner
Job Description - Junior Administrator
Job Description - Paraplanner
Job Description - Practice Manager
Technical Interview Questions For A CRM Candidate
Technical Interview Questions For A Practice Management Candidate
Telephone Interview Form
Vacancy Specification Form
Recommended Reading
Eliminating Complexity From Work
By Timothy Fuller
Videos
Review of Days 1, 2, 3, & 4
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.
2018 coaching dates for the 2017 UYBP delegate group
Thurs day June 13th 2019 - Day 9
Tuesday 24th Sept - Day 10
Tuesday Dec 10th 2019 - Day 11
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).
Join the Group
Click the button on the left to visit the 2017 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.
Getting Your Staffing & Structure Right
Complexity