top of page

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


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



How To Conduct A Quarterly Business Review




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.

Your details were sent successfully!

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

bottom of page