2018 Group 2
Day Twelve Documents
The Presentation Meeting
Working Effectively With Professional Connections
Tools & Templates
Accountant Ratings & Service Levels
Due Diligence Timetable (Word Version)
Key Client Outlines (Word Version)
Script For The Presentation Meeting
Script For The Presentation Meeting (Word Version)
Selecting a Financial Planning Partner
Selecting a Financial Planning Partner (Word Version)
Weekly Email Update Template (Word Version)
Small Giants (10th Anniversary Edition)
by Bo Burlington
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.