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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





Click here to download Brett's presentation from Day Two

Documents & Worksheets



Client Disengagement Letter

Client Disengagement Letter (Word version)

Client Segmentation Profile

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

Top 10 Client Analysis

Your Meeting Flow

Recommended Reading 


Small Giants (10th Anniversary Edition)
by Bo Burlington



Video & Audio

How to conduct a Quarterly Business Review

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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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Morning Session

Afternoon Session

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