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2018 Group 2
Delegate Area

Day One Documents

Click on the links below to access your course documents.

Presentation Slides

Bretts presentation from day one

Tools & Templates


Company Scorecard & Rocksheet

Conducting a Level 10 Meeting Solo

Issues List Example

MI Ratios (Qtrly)
To Do List

The Business Plan
Worksheet 1 - Calculating Your Key Ratios

Recommended Reading


Traction:  Get a Grip on Your Business

by Gino Wickman




Practice Made (More) Perfect:
Transforming a Financial Advisory Practice Into a Business

by Mark C. Tibergien and Rebecca Pomering




Guide to Getting the Right Work Done

from Harvard Business Review



How to Run an Effective Meeting - Tutorial

Workshop Podcasts


Podcasts from your workshops
can be found underneath
the day's videos.

Coaching Days

Our year one coaching days for the 2018 delegate group take place on the following dates:


18th June 2019 - Day 4

19th Sept 2019 - Day 5

12th Dec 2019 - Day 6

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). 

Business Management Module

Business Management Module - How We Do It

Module 1 - Turn Info into Insight

Business Management Module contd -The Issues List

(click to download to your device)



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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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.

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