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2017 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)

Company Scorecard and Rock Sheet (PDF)

Issues List - Example (PDF)

Weekly Meeting Explanation (PDF)

Agenda (PDF)

Issues Solving Track (PDF)

Vision Traction Organiser (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








Module 1 - Turn Information into Insight

Business Management Module- Day 1


Coaching Days

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


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 2017 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.

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