2017 Delegate Area

Day Eleven Documents

Presentation Slides

Click here to view or download Brett's presentation from Day Eleven

Tools & Templates

Agenda 

ABC Accountant's Role

Accountant Ratings & Service Levels

B2B Marketing – Accountants

Due Diligence Timetable

Selecting a Financial Planning Partner

Questions for Accountants

Weekly Email Update Template

Recommended Reading

Small Giants (10th Anniversary Edition)
by Bo Burlington

Buy Here

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

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.