2016 Delegate Area
Day Five Documents
Click here to view and download Brett's presentation.
Click here to view and download Domi's presentation.
Tools & Templates
Click on the links below to view and download
1st Face to Face Interview Form
CV Assessment Form
Telephone Interview Form
Vacancy Specification Form
Chicken Game Key Lessons
Red Balls Game Key Lessons
Questions Arising From The Red Balls Game
The People Analyzer
Ideas For Rewards and Benefits
Performance Appraisal Form
Pre Performance Appraisal Form
Training Evaluation Form
Training Needs Analysis Form
Training Request Form
Work Evaluation Form
Job Description Administrator
Job Description Paraplanner
Job Description Practice Manager
Job Desc - Client Relationship Manager
Job Desc - Financial Planner
Job Desc - Junior Admin
The One Essential Combination That Will Get You More of
What You Want from Your Business
by Gino WIckman
Eliminating Complexity from Work:
Improving Productivity by Improving Quality
by F Timothy Fuller
Cancelling One-On-One Meetings Destroys Your Productivity
by Elizabeth Grace Saunders
Videos & Audio
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.
Our coaching days for the 2016 delegate group take place on the following dates:
Tues Mar 20th
Tues Jun 12th
Tues Sept 4th
Tues Dec 4th
The workshops take place at:
Hallam Conference Centre,
44 Hallam St, London
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).
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.