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2018 Group 2 
Delegate Area 
Day Seven Documents

Presentation Slides

Click here to download Brett's presentation

Click here to download the First Meeting Presentation

Tools & Templates


The Question Of Fees

New Client Screening Template

Getting Couples To See You… Together 

Client Journey 

First Contact Screening

Getting Clients To  Come To Your Office

List Of Interesting Questions 

Recommended Reading

SPIN Selling
by Neil Rackham 

Buy Here

The Talent Code
by Daniel Coyle

Buy Here

To Sell Is Human

by Daniel Pink
Buy Here





Review and Update (some good ideas in here, so 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.



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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The New Client Engagement Process (Part 1)

The New Client Engagement Process (Part 2)

Role Play and Interesting Questions

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