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2016 Delegate Area

Day Five Documents

Presentation Slides


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

Recording Table

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 Plan

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

About Me

Work Tasks

Workbook 1



Recommended Reading


Rocket Fuel:
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


Domi's Presentation.

Brett's Presentation.

Coaching Days

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). 

Join the Group


Click the button on the left to visit the 2016 private delegate Facebook Group.



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.

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