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.



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


  • 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



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



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


  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

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


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

      • 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


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


Community, giving back and elevating advice is at the core of why Lead Adviser exists and continues to deliver a high value coaching program. Which is why we value the feedback from past attendees in our follow up anonymous surveys. Some of the most common feedback we get is expressed below and if you have feedback or a question we would love to hear from you.

“Very impressed with Scott, Brian and John, the amount they give and their honesty.”

“I liked the frameworks, multiple presenters, role plays, time for questions, willingness to share information and experience.”

A lot of content, may require a refresher / followup after a period of time to ensure we are on the right track and implementing concepts effectively.”

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