2017 Delegate Area
Day Eleven Documents
Presentation Slides
Click here to view or download Brett's presentation from Day Eleven
Tools & Templates
Accountant Ratings & Service Levels
Selecting a Financial Planning Partner
Recommended Reading
Small Giants (10th Anniversary Edition)
by Bo Burlington
Joy Inc
by Richard Sheridan
Buy Here
Videos
Know what you're getting into
What you'll need to know
Working Professionally with Professional Connections
Workshop Podcasts
Coaching Days
Coaching dates for the 2017 UYBP delegate group
2019
Tuesday Dec 10th 2019 - Day 11
The workshops take place at:
Hallam Conference Centre,
44 Hallam St, London
W1W 6JJ
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 2017 private delegate Facebook Group.
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.