Alumni Mentorship

Mentorship Call #4 Resource Page

Welcome to the Lead Adviser Mentorship Program.

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

QUICK LINKS

QUARTER FOUR THEME:

Client-Centricity “Building a Lead Adviser Business of the Future”

OBJECTIVES:

The scale versus margin business – from sales to operations and community
Working with Private Wealth clients
Understanding the CFO journey – how long does it take?
Implementing “Run and Grow” in your business

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?
Use the 3-1-Now Mentorship Tracker to bring the Mentorship theory to life by tracking your goals for building your business
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:

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:

Take the survey

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

FEEDBACK

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.”

Submit feedback and questions

For more information on Lead Adviser partnership opportunities visit

www.fitz.com.au/your-advice-partner

Level 9, 10 Spring Street, Sydney NSW 2000
GPO Box 1193, Sydney NSW 2001