2017 Delegate Area
Day Four Documents
Presentation Slides
Click here to view and download Brett's presentation from Day Four
Click here to view and download Domi's presentation from Day Four
Tools & Templates
Click on the links below to view and download
Agenda
12 Point Financial Health Check
Profile Partner Service Scorecard
Review Meeting Agenda and File Note Template
Value Added Checklist
Financial Services Worm
Annual Review Meeting Checklist
Telephone / Video Call Review Process
Annual Review Process Worksheet
Annual Review Meeting File Note
Annual Review Meeting Confirmation
Annual review meeting follow up
Annual review meeting notification
Annual Telephone Review Follow Up
Confirmation of suitability
Profile Partner Service Scorecard
Telephone Annual Review Notification
Recommended Reading
Ego Is The Enemy
Ryan Holiday
The Talent Code
Daniel Coyle
Videos
Creating an Excellent Annual Review Process
Coaching Days
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
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).
Join the Group
Click the button on the left to visit the 2017 private delegate Facebook Group.
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.
Creating A Killer Ongoing Review Service