2018 Group 2 Delegate Area Day Three Documents

Presentation Slides

 

Click here to view and download Brett's presentation from Day Three

 

Tools & Templates

 

Click on the links below to view and download

 

Agenda

Customizable Service Packages

Internal Service Standard

Pricing Workbook

Service Package Workbook

Top 5 client issues Workbook

Recommended Reading

Priceless

William Poundstone

A Matter Of Perspective

Angie Herbers

 

 

Videos

 

How To Conduct A Quarterly Business Review

 

Workshop Podcasts

 

Podcasts from your workshops
can be found underneath
the day's videos.

Coaching Days

Our year one coaching days for the 2018 delegate group take place on the following dates:

19th March 2019 - Day 3

18th June 2019 - Day 4

19th Sept 2019 - Day 5

12th Dec 2019 - Day 6

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). 

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.

Review of Day 2

Ideal Client Proposition

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.

Pricing your Service Perfectly