Lead Adviser Training Program
The Sofitel Sydney Wentworth
61-101 Phillip Street Sydney, NSW, Australia, 2000
Tuesday, 14 February 2023
| 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 – 11:15am | 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 | If time allows, please join the facilitators for drinks at the end of day one. |
Wednesday, 15 February 2023
| Time | Presenter | Topic |
| 8:30am – 8:45am | Arrival | |
| 8:45am – 9:00am | Brian and John | Review Day One |
| 9:00am – 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 |
| 12:30am – 1:00pm | John Woodley | 10-3-Now – Review |
| 1:00pm – 1:30pm | Lunch | |
| 1:30pm– 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
Level 9, 10 Spring Street,
Sydney NSW 2000
