2020 group 1
Day Materials
Day 1
Setting Your Business Strategy, The Business Planning Process, Level 10 Meetings - Execution Skills
Day 2
How do existing clients fit with your plans?
Segmentation exercise
Top 5 issues analysis
Elegantly disengaging from smaller clients
Day 3
Packaging and Pricing
Day 4
Creating A Great Team & Organisational Structure
Day 5
Turn Information Into Insight (Managing Your MI)
Day 6
Creating A Killer Review Service
Day 7
Process Mastery
Day 8
Your Investment Engine
Day 9
New Client Engagement Process
Day 10
(Onboarding) -
The New Client Engagement Process
Day 11
Moving To The Next Level
Day 12
Standards of Performance
Day 13
Graduation Day
Index Of Topics
Our face to face days for the 2020 delegate group
take place on the following dates:
Day 1, 16th June, 2020
Day 2, 15th Sept, 2020
Day 3, 9th Dec, 2020
Day 4, 4th March, 2021
Day 5, 22nd June, 2021
Day 6, 21st September 2021
Day 7, 30th November 2021
Day 8, 2nd March 2022
Day 9, 7th June 2022
Day 10, 20th September 2022
Day 11, 7th December
Day 12, 21st March 2023
Day 13, Graduation Day, 15th June 2023
The workshops take place at:
Hallam Conference Centre,
44 Hallam St, London
W1W 6JJ
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).
Welcome to the 2020 Group 1 Delegate Section
Below you can access your documents from every session, just click on the day below and follow the links to what you need.
If you need to get in touch at anytime either call Brett direct on his mobile or fill in the form at the bottom of the page and one of the team will get back in touch with you as soon as possible.
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.
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 can get me on Slack or drop me an email. In most cases I'll be back to you within 24 hours
If an issue is urgent, please contact my PA Emma to schedule a call.