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2018 Delegate Area

Day Nine Documents

Presentation Slides

Click here to download Brett's presentation

Tools & Templates


MI Ratios (Quarterly)

Quarterly Business Review Agenda

Quarterly MI Analysis Workbook

The Clarity Questions

Worksheet 1 - Calculating Your Key Ratios

Your Meeting Flow

Recommended Reading

Boyd: The Fighter Pilot Who Changed The Course Of War
by Robert Coram

Buy Here

Ego is the Enemy
​by Ryan Holiday 

Buy Here




Creating Your Business Plan

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How To Conduct A Quarterly Business Review

Coaching Days

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.

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Session 1 - Clarity Questions & Quarterly Review

Session 2 & 3  - Turn Information Into Insight

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