Products - FP Advance

Products

Welcome to our self-study bundles. It’s all quite self explanatory. Pick a bundle that piques your interest and click on the ‘More Details’ box to see if it’s what you’re looking for.

Easy peasy lemon squeezy.

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INCLUDES 7 VIDEOS:

  • It All Starts With Clarity
  • The Power Of A Plan
  • Creating Your Business Plan
  • The Weekly Meeting
  • A Step By Step Guide To Your Weekly Meeting
  • How To Conduct A Quarterly Business Review
  • How To Conduct A State Of The Nation Update

£499

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INCLUDES 7 VIDEOS:

  • Who Do You Work Best With?
  • What Is Your Client Data Telling You
  • Understanding Your Client Base (Part 1)
  • Understanding Your Client Base (Part 2)
  • Your Business Is Like A Car Park
  • 7 Reasons You Can’t Let Your Clients Go
  • How To Elegantly Disengage From Existing Clients Who No Longer Fit

£399

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INCLUDES 3 VIDEOS:

  • What Do Your Clients Really Want From You?
  • Creating Your Service Packages
  • How To use Your Service Packages

£399

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INCLUDES 5 VIDEOS:

  • Pricing Your Service Perfectly
  • Pricing In Context
  • More Context For Your Pricing Decisions
  • Matching Price To Value
  • Creating Your Own Pricing Approach

£499

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INCLUDES 5 VIDEOS:

  • The Profitability Ratios
  • The Productivity Ratios
  • The Client Selection Ratios
  • How To Analyse Your Own Business
  • Two Real Life Case Studies

£499

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INCLUDES 3 VIDEOS:

  • The Four To Do Lists
  • Planning Your Week Like A Pro
  • Prioritising Your Day

£149

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INCLUDES 5 VIDEOS:

  • Creating A Killer Ongoing Review Service
  • The Value Added Checklist
  • The 12 Point Health Check
  • The One Page Scorecard
  • The Adviser Toolkit

£699

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INCLUDES 10 VIDEOS:

  • The New Client Engagement Process
  • Initial Contact With A New Client
  • Getting Clients Into Your Office (and seeing couples together)
  • Getting Started
  • The First Meeting Storyboard
  • The Power Questions
  • The Close
  • The Discovery Meeting
  • The Strategy Presentation Meeting
  • Onboarding And Implementation

£999

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INCLUDES 8 VIDEOS:

  • Creating Differentiation To Create Lead Flow
  • Finding Your Niche
  • Knowing What You Stand For (and how it wins clients)
  • Planning Ahead – The Editorial Calendar
  • Where You Can Use One Piece Of Great Content
  • Running A Client Event (virtually or in-person)
  • Other Marketing Ideas (and how they fit together)
  • 10 Simple Ideas That Will Transform Your Lead Flow

£799

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INCLUDES 5 VIDEOS:

  • Key Concepts
  • Sorting And Classifying Professional Firms
  • The B2B Sales Process
  • The Capital Value Model
  • More B2B Sales Process

£599

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INCLUDES 8 VIDEOS:

  • The Shadow Adviser
  • Creating Capacity
  • Assembling Your Team
  • Don’t Hire Staff That Need To Be Trained
  • The Role Of The Practice Manager
  • The First Four Hires
  • In-House vs Outsourced Staff
  • Are You Pushing Your Team Too Hard?

£399