2018 Delegate Area
Day Four Documents
Click here to view and download Brett's presentation from Day Four
Click here to view and download Domi's presentation from Day Four
Tools & Templates
12 Point Financial Health Check
Profile partner service scorecard
Review Meeting Agenda and File Note Template
Value Added Checklist
Questions Arising From The Red Balls Game
The Chicken Game - Key Lessons
The Red Balls Game - Key Lessons
Annual Review Meeting File Note
Annual Review Process
Annual Review Meeting Notification
Annual Review Meeting Deferral unable to make contact
Annual Review Meeting Confirmation
Annual Review Meeting Follow Up
Annual Review Meeting Deferral by client
Annual Review Meeting Checklist
Ego Is The Enemy
by Ryan Holiday
The Talent Code
by Daniel Coyle
by Timothy Fuller
FREE DOWNLOAD HERE
How To Conduct A Quarterly Business Review
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.
2018/19 coaching dates for the 2018 UYBP delegate group
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).
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.