Alumni Mentorship

Mentorship Call #2 Resource Page

Welcome to the Lead Adviser Mentorship Program.

All the resources you need for the second coaching call are on this page.

QUICK LINKS

• Overall course info page
• Call #1 Resources Page
• Private LinkedIn page

QUARTER TWO THEME:

“Logic makes me think; emotions make me act”: What is a Lead Adviser

OBJECTIVES:

• How to lead yourself (so you can run a business, staff and best of breed team)
• Content versus context – a values based business clients will pay a fee for
• Technical versus EQ skills and how to get out of your own way
• Developing the Lead Adviser mindset

PRE-COURSE WORK:

To prepare for the call, we have listed some action items you may want to review ahead of time:

• Use the 3-1-Now Mentorship Tracker to bring the Mentorship theory to life by tracking your goals starting off with you pricing and positioning.
• Share this at your accountability meeting
• Join the private LinkedIn group to ask questions and share your insights
• Read about Garry Symonds building a Lead Adviser business in the latest Alumni Newsletter.

VIDEO RECORDING:

00:00 – Intro by Anthony
03:30 – Introductions to new joiners
09:40 – Around the grounds
16:40 – Agenda
16:15 – Pricing & Positioning wins
25:30 – Live Coaching Call
31:50 – PIES model
33:00 - SCARF model
36:00 – Cause & effect
41:45 – Content v context
47:30 – FPW Five Pillars of EQ
1:18 – Frameworks
1:28 – Recap and around the grounds
1:38 – End

COURSEWORK 

1. Bring theory to life – keep track of your goals with the 3-1-Now tracker (TIP: use this in your accountability meetings)
2. Stay accountable – schedule regular check-ins with your accountability buddy
3. Model up – pick one EQ model that you’re going to master, place it somewhere visible, practice and progress
4. SCARF Assessment – take the assessment and share/discuss your results in the private LinkedIn group

SURVEY:

Please complete the survey at the end of the call to help track your success.

CALL #3 DETAILS:

Date: Tuesday 15, August 2023
Times: 1:00-3:00pm AEST (90 min call)

Register here for the Zoom call 

“It’s like steel sharpening steel”: Community

1. 1. • How to make the most of your community
      • Build centres of influence and a best-of-breed team
      • Sharing intellectual property and leading
      • Practical steps to grow your local network

MEET THE COACHES:

John Woodley – Coach
Executive Chairman, Co-Founder, Lead Adviser Coach

1. 1. • John is co-Founder and Executive Chairman of Fitzpatricks Private Wealth
      • Over 20 years’ experience in financial services
      • Ran a successful high net worth practice in Brisbane
      • Passionate about leading people to achieve their dreams and thrives on building communities
      • Brings sound ethics, a high degree of strategy and advisory smarts together with human connection, constantly in service of the client

Reach out to John on LinkedIn

Garry Symonds – Support Coach and Practicing Lead Adviser
Managing Director, Fitzpatricks Private Wealth WA

1. 1. • Runs two practices in WA and expanding
      • Three years into running a Lead Adviser business
      • Close to three decades of experience
      • Finance and success adviser to business owners and leaders
      • Well-respected member of the Perth commerce community and speaker at the WA Leaders events
      • West Coast Eagles supporter

Reach out to Garry on LinkedIn