2018 Delegate Area

Day One Documents

Click on the links below to access your course documents.

Presentation Slides

Bretts presentation from day one

Tools & Templates

Agenda

Company Scorecard & Rocksheet

Conducting a Level 10 Meeting Solo

Issues List Example

MI Ratios (Qtrly)
To Do List

The Business Plan
Worksheet 1 - Calculating Your Key Ratios

Recommended Reading

 

Traction:  Get a Grip on Your Business

by Gino Wickman

BUY HERE

 

 

Practice Made (More) Perfect:
Transforming a Financial Advisory Practice Into a Business

by Mark C. Tibergien and Rebecca Pomering

BUY HERE

 

 

Guide to Getting the Right Work Done

from Harvard Business Review

FREE DOWNLOAD HERE

Videos

How to Run an Effective Meeting - Tutorial

Coaching Days

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
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). 

Module 1 - Turn information into Insight

Business Management Module

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.

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.