Mentorship Call #3 Resource Page
Welcome to the Lead Adviser Mentorship Program.
All the resources you need for the third coaching call are on this page.
QUICK LINKS
- Overall course info page
- Resources Call #1
- Call #1 Article
- Call #2 Resources Page
- Call #2 Article
- Private LinkedIn page
QUARTER THREE THEME:
GROWTH “It’s like steel sharpening steel”: Community
OBJECTIVES:
- Where does building professional relationships fit in your business model?
- What are your built-in professional relationship processes?
- Build an annual routine and service plan
PRE-COURSE WORK:
To prepare for the call, we have listed some action items you may want to review ahead of time:
- What pricing changes and discussions do I still need to do/have?
- What positioning research/decisions do I need to make now for 2024?
- Am I putting enough effort into applying my EQ framework of choice? How can I practice more? Have I properly enrolled my staff in the change journey?
- How can I apply an EQ framework to deepen my professional COI connections?
- 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
02:00 John Woodley intro
06:05 Round the grounds check ins
23:55 Building professional relationships
30:00 Setting up your annual program
41:50 Group feedback
47:20 Getting started with acquisition
57:10 Throw to Garry
1:09 John and Garry discuss why clients buy risk not features
1:12 Red, blue, black
1:13 Group sharing
1:19: Reframes for introverts
1:24 Summary
COURSEWORK
- Bring theory to life – keep track of your goals with the 3-1-Now tracker (TIP: use this in your accountability meetings)
- Stay accountable – schedule regular check-ins with your accountability buddy
SURVEY:
The Mentorship – Progress Tracker – August 2023
CALL #4 DETAILS:
Date: Tuesday 28, November 2023
Times: 2:00-4:00pm AEST (2 hour call)
Theme: Client-Centricity “Building a Lead Adviser business of the Future”
- The scale versus margin business – from sales to operations and community
- Private Wealth clients
- The CFO journey – how long does it take?
- Run and Grow
MEET THE COACHES:
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