Video Bundle 7 - FP Advance

Video Bundle 7

Creating A Killer Review Service

Video Bundle 7

Who’s It For?

  • Owner-Advisers
  • Self-Employed Advisers
  • Employed Advisers
  • Practice Managers


One of the greatest causes of angst in advisers is not quite knowing ‘how’ and ‘where’ they add value. Without this knowledge, you’ll get bullied in the playground by strong clients and serial negotiators. In this package of support, I provide you with a checklist that lets you identify your value-added in cash for clients. No more getting pushed around.

Getting your ongoing service right is the most vital step in building value in your business. But what should you focus on at your review meetings with clients to make them hugely valuable? Only two things as it turns out, and knowing what they are really simplifies your approach to annual reviews.

What you get

5 video training modules with accompanying workbooks, pdfs and cheat sheets to help you become a force to be reckoned with whenever a client wants to question your value.

  • Video 1: Creating A Killer Ongoing Review Service
  • Video 2: The Value Added Checklist
  • Video 3: The 12 Point Health Check
  • Video 4: The One Page Scorecard
  • Video 5: The Adviser Toolkit

Your investment

£699 (which includes your VAT)

(If you’re based outside the UK please contact us regarding a VAT-free purchase)