2015 Smaller Firms
Day Nine Documents
Click here to download Domi's from Day Nine
Tools & Templates
Click on the links below to view and download
12 Point Financial Health Check
Advice Process Worksheet
Annual Review Client Information Chaser
Annual Review Meeting Checklist
Annual Review Meeting Confirmation
Annual Review Meeting File Note
Annual Review Meeting Follow Up
Annual Review Meeting Notification
Annual Review Process Worksheet
1st Face to Face Interview Form
Job Description Administrator
Job Description Paraplanner
Job Description Practice Manager
Job Desc - Client Relationship Manager
Job Desc - Financial Planner
Job Desc - Junior Admin
Telephone Interview Form
Vacancy Specification Form
Value Added Checklist
Profile Partner Service Scorecard
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.
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.