top of page
Welcome to the 2020 Group
Day Two
Below you can access your documents from every session, just click on the documents to view or download them
Presentations
Click here to download Brett's presentation from Day Two
Documents & Worksheets
Client Disengagement Letter (Word version)
How to Conduct a Top 5 Issues Analysis
Quarterly Business Review Agenda
The Learning From The Top 5 Issues Analysis
The Top 5 Issues For Various Client Segments
Recommended Reading
Small Giants (10th Anniversary Edition)
by Bo Burlington
BUY HERE
Video & Audio
How to conduct a Quarterly Business Review
Stuck?
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.
Morning Session
Afternoon Session
bottom of page