Welcome to the 2019 Group

Day Two

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 Two

 

Tools & Templates

Agenda

Top 10 Client Analysis 

The Top 5 Issues For Various Client Segments

How To Conduct A Top 5 Issues Analysis 

Client Segmentation Profile

The Learning From The Top 5 Issues Analysis

Client Disengagement Letter 

Your Meeting Flow

Quarterly Business Review Agenda

Recommended Reading

 

The Speed of Trust
by Stephen Covey Jr
BUY HERE

 

Videos

How To Conduct A Quarterly Business Review

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.

Review of day one

How do existing clients fit within your plans

How do existing clients fit within your plans (Part 2)

The car park