Lead Adviser Training Program

The Fullerton Hotel Sydney, 1 Martin Place, Sydney – Heritage Executive Boardroom

Tuesday, 22nd November 2022

Time Presenter Topic
8:45am – 9:00am Arrival
9.00am – 9:10am Jodie Blackledge Welcome
9:10am – 9:30am Scott Fitzpatrick Introduction / Definition of Lead Adviser
9:30am – 10:00am Brian Fitzpatrick Let’s Get Started / Content & Context / Workshop Outcomes
10:00am – 10:45am Scott Fitzpatrick Lead Adviser Framework
10:45am – 11:00am Morning Tea
11:15am – 12:30pm Michael Small Technical – Estate Planning
12:30pm – 1:00pm Lunch
1:00pm– 3:15pm Scott Fitzpatrick Lead Adviser Engagement Skills (10-3-Now)
3.15pm – 3.30pm Afternoon Tea
3:30pm – 5:00pm Scott Fitzpatrick Lead Adviser Engagement Skills (10-3-Now) (Continued)
5.00pm All Social: those able to join the facilitators for drinks followed by dinner are welcome to attend


Wednesday, 23 November 2022

Time Presenter Topic
8:45am – 9:00am Arrival
8:45am – 9:00am Brian and John Review Day One
9:10am – 9:15am John Woodley Case Study
9:15am – 9:45am John Woodley Developing a Scope of Work
9:45am – 10:30am Brian Fitzpatrick Emotional Intelligence
10:30am – 10:45am Morning Tea
10:45am – 11:15am Brian Fitzpatrick Introduction to EI for Lead Advisers
11:15am – 12:30pm John Woodley Powerful Presentation Skills
11:15am – 12:30pm John Woodley 10-3-Now – Review
12:30pm – 1:00pm Lunch
1:00pm– 2:30pm John and Brian Engagement, Value Propositions, Building Best of Breed Team, Example Investment Management
2:30pm – 3:45pm John Woodley Business Planning for Lead Advisers
3:45pm – 4:00pm Open Forum

NSW times. All times and speakers are subject to change

Copyright © 2022 Fitzpatricks Private Wealth Pty Ltd  |  All Rights Reserved  |Privacy Policy