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2018 Delegate Area

Day Eight Documents

Presentation Slides

Click here to download Brett's presentation

Click here to download the First Meeting Presentation

Tools & Templates


Client Journey

Onboarding Implementation

List of Interesting Questions

Recommended Reading

by Robert Greene 

Buy Here

The Obstacle Is The Way
​by Ryan Holiday 

Buy Here




1. Review and Update (some good ideas in here - worth a listen)

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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.

2. Top and Tail Your First Meetings Professionally



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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3 The Discovery Process

5. Storytelling - The Hero's Journey

4. Strategy Presentation (Part 1)

6. Strategy Presentation (Part 2)

7. Onboarding and Implementation

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