Welcome to the 2019 Group

Day One

Delegate Forum

 

Click here to visit the
2019 Delegates forum
and join the debate

Click on the links below to access your course documents.

Presentation Slides

Bretts presentation from Day One

Tools & Templates

Agenda
Clarity Questions

The Business Plan

Company Scorecard and Rocksheet

To Do List Example (excel version)

To Do List Example (printed example)

Issues List Example

Conducting A Level 10 Meeting Solo

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

Stuck?

 

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to contact, the FP Advance support team and someone will be in touch with you pronto.

Welcome 

Business Strategy Part 1

Business Strategy Part 2

Business Strategy Part 3