Welcome Alumni

To your virtual training portal for developing key business and interpersonal skills as a Lead Adviser

Lead Adviser Virtual provides you with easy access to the key materials covered from your workshop as well as ongoing education and support

Scott Fitzpatrick, Lead Adviser co-founder and coach, delivers the signature 10-3-NOW approach to elevating client engagement. Watch this refresher now.



Lead Adviser was developed by and for advisers, like you, who are ready to evolve the financial advice industry into a profession.

As a philosophy, the Lead Adviser approach has honed over 20 years of a proven client-centric model. As a coaching program, it delivers this model into the market to help elevate advice. As a community, it has grown to a network of like-minded financial advisers across multiple platforms.

The core of what it means to be a Lead Adviser is to balance the hard and soft skills needed to function as the family CFO, manage a best-of-breed team and place your client front and centre as the CEO.

As a Lead Adviser, you have taken your personal development in the profession of financial advice to a whole new leadership, confidence and community mindset level.

Congratulations on being a part of the journey to elevate advice.

Learn more


Easy access to some of the most used Lead Adviser documents at your fingertips


The Lead Adviser Alumni Quarterly Newsletter brings you ongoing insights, education and interviews to help you develop your leadership, hard and soft skills. Launched in 2021 in response to alumni feedback for ongoing implementation and education. Don’t miss an issue, access them all here in one place.


Elevate your interpersonal skills to ensure you and your clients grow in trust and connection. These short videos with our resident Emotional Intelligence & High Performance Coach, Brian Fitzpatrick make the harder to learn soft skills accessible. Watch them regularly to pick up new ideas, refresh your mindset and hone your point of difference.
Emotional Intelligence
The Trust Equation
Content Context
PIES Model
Emotional Intelligence Flowchart
Emotional Vocabulary
Six stations of the inner journey


Spotlight on important messages about the Lead Adviser journey and exclusive releases for the Lead Adviser community. Tune in here to stay abreast of important news.
From One-Stop Shop to Family CFO
From One-Stop Shop to Family CFO

From one stop shop to Family CFO – Lead Adviser co-founder Scott Fitzpatrick talks to Money Management about the future of advice.

A Conversation between founders
A Conversation between founders

Alumni exclusive: a conversation between Founders Scott Fitzpatrick and John Woodley, together with Group CEO Jodie Blackledge on building a national Lead Adviser business.


Catch up on regular podcast episodes that bring the Lead Adviser approach to life. Scott Fitpatrick interviews lawyers, accountants, clients advisers and industry visionaries who all add their unique take.


Community, giving back and elevating advice is at the core of why Lead Adviser exists and continues to deliver a high value coaching program. Which is why we value the feedback from past attendees in our follow up anonymous surveys. Some of the most common feedback we get is expressed below and if you have feedback or a question we would love to hear from you.

“Very impressed with Scott, Brian and John, the amount they give and their honesty.”

“I liked the frameworks, multiple presenters, role plays, time for questions, willingness to share information and experience.”

A lot of content, may require a refresher / followup after a period of time to ensure we are on the right track and implementing concepts effectively.”

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