2018 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
Client Segmentation Profile
Client Disengagement Letter
How To Conduct a Top 5 Issues Analysis
Top 10 Client Analysis
The Top 5 Issues For Various Client Segments
The Learning From The Top 5 Issues Analysis
Speed of Trust
by Stephen M.R. Covey
Videos will appear shortly after your coaching day.
Day 1 Review
Our year one coaching days for the 2018 delegate group take place on the following dates:
19th June 2019 - Day 5
25th Sept 2019 - Day 6
11th Dec 2019 - Day 7
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).
Module 2 part 1
Module 2 part 2
Module 2 part 3
Module 2 part 4
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.
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.