2017 Delegate Area
Day Two Documents
Click here to view and download Brett's presentation from Day Two (MS Powerpoint)
Tools & Templates
Click on the links below to view and download
6 Steps To Planning Your Day
7 Steps To Planning Your Week Effectively
Client Segmentation Profile
Daily Action Plan
Top 10 Client Analysis
Weekly Planning Template
How To Conduct A Top 5 Issues Analysis
The Top 5 Issues For Various Client Segments
Speed of Trust
by Stephen M.R. Covey
Module 2 - How do your existing clients fit with your plans
Business Management Module
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
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.
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.