Lead Adviser takes learning to a whole new level in the profession of financial advice. Our training has been developed through the evolution of delivering traditional financial advice into a client-centric, non-product based approach, aimed at servicing the needs of high net wealth individuals, families and successful businesses.

A Lead Adviser needs a solid balance of the hard and soft skills when it comes to providing strategic advice. The hard skills are the technical elements of advice with the soft skills being the people, emotional and communication based skills, which in many cases are the hardest to learn.

Founder of Fitzpatricks Private Wealth and renowned Lead Adviser, Scott Fitzpatrick, explains the meeting and engagement skills of the 10-3-now process on the whiteboard and the steps you need to take during the client interview to create a desired experience and outcome.