Welcome to

Lead Adviser

Virtual


Your online training portal to 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.

Includes instructive videos and practical guides led by facilitators Scott Fitzpatrick, Co-Founder and Lead Adviser at Fitzpatricks Private Wealth and Brian Fitzpatrick, Emotional Intelligence Coach to high performance athletes and executives. 

WHAT IS LEAD ADVISER?

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.

10-3-NOW TRAINING VIDEO

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.

EMOTIONAL INTELLIGENCE (SOFT SKILLS TRAINING)

Emotional Intelligence

The Trust Equation

Content Context

PIES Model

Emotional Intelligence Flowchart

Emotional Vocabulary

Risk

Six stations of the inner journey

Change


ACCESS COURSE WORK DOCUMENTS

Lead Adviser Coaching Questions

Empowering coaching questions
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Lead Adviser Manual

Download our digital version Lead Adviser manual
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10-3-Now Cheat Sheet

A quick guide on how to conduct an interview with your client on the whiteboard.
Read more

My Ideal Week

Note down your professorial and personal goals for the week. Download this template.
Read more

LEAD ADVISER ALUMNI

RESOURCES

Lead your client towards their best life

Our resident EQ coach, Brian Fitzpatrick reminds us of how to build the kind of Lead Adviser confidence that attracts clients and creates professionalism. Read here to get a recap of those essential skills that will help make you a true leader in this profession. Read more


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Hear what our Lead Adviser coaches have to say about their areas of expertise and what you can be considering right now to assist you in furthering your own business growth journey. Read more


The Journey to a Lead Adviser Business

Alumni exclusive: a conversation between Lead Adviser Coaches and Fitzpatricks Co-Founders Scott Fitzpatrick and John Woodley, together with Group CEO Jodie Blackledge.

THE GAF PODCAST

The GAF Podcast, which stands for Great Advisory Frameworks, is a series of conversations with leading experts in various fields.

It forms part of Scott Fitzpatrick’s initiative to help elevate advice to a profession and assist advisers to enhance their skills in the high net worth client space.

You can find conversations with our emotional intelligence expert Brian Fitzpatrick, current advisers like Glen Reilly, current clients like Martina Jewell and industry gurus like Chris Cuffe, Dave Johnson and Paul Crane. Check out the growing library of episodes and make sure you subscribe to be notified of new fortnightly releases.

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