Lead Adviser Training Program

The Westin – No. 1 Martin Place, Sydney – Heritage Executive Boardroom

Tuesday, 27 August 2019

Time Presenter Topic
8:45am – 9:00am Arrival
9:00am – 9:10am Matt Fogarty Welcome remarks from the CEO
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 Social: those able to join the facilitators for drinks followed by dinner are welcome to attend

 

Wednesday, 28 August 2019

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

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