Welcome to the 2020 Group 2 
Day One

 

Below you can access your documents from every session, just click on the documents to view or download them

 

 

Presentations

 

Click here to download Brett's presentation from Day One

 

 

Documents & Worksheets

 

Agenda
Company Scorecard & Rocksheet

Conducting a Level 10 Meeting Solo

Fascinating Facts

Issues List Example

The Business Plan

The Clarity Questions

To Do List Example 

To Do List

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

 

Video & Audio

How to run an effective Meeting - Tutorial

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.

Session 1 - Welcome and The Clarity Questions

Session 2 - Business Planning

Session 3 - Execution Skills

Session 3a - Execution Skills (Part 2)