2015 Smaller Firms Delegate Area

Day Seven Documents

Presentation Slides


Click here to view and download Brett's presentation from Day Seven (Smaller Firms) 


Tools & Templates Smaller Firms


Accountants Role

Accountant Ratings & Service Levels

B2B Marketing To Accountants

Due Diligence Timetable

Selecting a Financial Planning Partner

Weekly Email Update Template (FPA)

Questions for Accountants

Recommended Reading


Start With Why: How Great Leaders Inspire Everyone To Take Action

by Simon Sinek







Feedback Marketing How to Duplicate Clients, Attract Prospects,
and Create Advocates... Without Talking
by Dan Allison -







Become A Key Person Of Influence

by Daniel Priestley








Videos & Audio


Smaller Firms  Module 11- Working Effectively With Professional Connections

Coaching Days

Our coaching days for the 2015 delegate group take place on the following dates:


15 March 2017
14 June 2017

13 September 2017

13 December 2017

14 March 2018

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). 

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.

Join the Group


Click the button on the left to visit the 2015 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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