Partnering with Fitzpatricks Private Wealth is an exclusive experience with multiple opportunities to help sustainably grow your business. Our unique Lead Adviser community and philosophy is underpinned by twenty years of success in a high net worth, client-centric, and fee for service business model. Download our Partnering Together Overview to learn more about the Fitzpatricks Partnership Community pathways we have created for the elite Lead Adviser network.
“We have more of a family atmosphere, smart operators.. developing niche areas and sharing intellectual property. We have
a great close group that share the same philosophy”
- Glen Reilly discusses the culture that helped get him from performance and product focused to high net worth client centric
“What I really wanted from the heart was to take all my red tape tasks off the table and free myself to focus on building the business… while spending more quality time with my family”
– Isabel Vaz on joining Fitzpatricks for its ethical and client centric approach
“We moved from 7 to 3 staff as a consequence of the business becoming more efficient. Ironically the service we are delivering to our clients is superior.”
– Sidney Lim on creating a streamlined business with John Woodley from Fitzpatricks
IS THE FITZPATRICKS CULTURE A FIT FOR YOU?
A Lead Adviser, family CFO style, philosophy of advice
Sustainable growth and community mindset
Private ownership – by advisers for advisers
Elevating the advice profession with ethical and ‘best of breed’ capabilities
ARE YOU INTERESTED IN THIS KIND OF SUPPORT?
Coaching and Mentoring
Intellectual Property Sharing
Strong Peer Network
In this video our Group CEO Jodie Blackledge and Co-Founders Scott Fitzpatrick and John Woodley discuss what’s at the heart of our company. DOWNLOAD YOUR ADVICE PARTNER
ELEVATING THE ADVICE PROFESSION
We’ve been walking the talk for over 20 years with our Lead Adviser coaching program. Combining technical skills with deep emotional intelligence you can learn how to be a true financial partner to your valuable high net worth clients.
“While I have always known absolutely that it’s about clients’ goals and objectives and enabling them to have a better life that they want, I don’t think I’ve ever had the right tools and the right connections, and the right belief systems on how to actually implement that. The Lead Adviser course has definitely given me what I have been searching for”
Rebecca Carr how2plan
MEET THE FOUNDERS AND COACHES
Co-Founder Fitzpatricks Group
An early advocate for head and heart financial advice, Scott is an industry leading adviser’s coach and a practicing high net worth financial adviser. For over 20 years his vision to help elevate the advice profession and bring together a community of ethical and elite professionals has been realised through Lead Adviser. He also regularly shares his passion and IP on quality advice through The GAF podcast.
With his more than 20 years’ experience in financial services, including running his own successful high net worth practice in Brisbane, John actively coaches advisers to build great client-centric sustainable businesses. He leads with sound ethics, a high degree of business strategy and advisory smarts together with human connection to help Lead Advisers focus on service to the client.
Emotional Intelligence Coach
Brian is an independent high performance coach. His expertise is in helping elite Olympic athletes as well as executive business owners to clarify, plan and achieve their goals so they can create the lives they want to lead. His unique approach uses emotional intelligence skills to help advisers elevate the conversations and connection they have to their own business and their clients’ life plans.
Working as an independent business-life coach, Terri specialises in guiding people to realise their value personally and in business. With over 20 years in business, Terri combines her experience as a financial adviser with her expertise as an emotional intelligence coach to support business and personal growth. People appreciate her way with words and her ability to bring philosophical concepts to life in a very personal and practical way.
Strategy Leadership Coach
A highly experienced strategic business leader and coach. Paul specialises in sharing intellectual property to help at the business and individual level for both commercial and cultural growth. His skill in connecting vision with focus means advisers learn to create their desired business and lifestyle outcomes.
“To be able to master emotional intelligence, we think is one of the key ingredients to great advice and is a real focus point for us”
Brian Fitzpatrick, Emotional Intelligence Coach
Lead Adviser coaching program teaches you how to go from being a ‘one man band’ subject matter expert in trying to do it all, to becoming the conductor of a team of experts.
WHAT YOU WILL LEARN IN THE TWO DAY EVENT
Meeting and Engagement Skills
Emotional Intelligence Skills
Core and Critical Advisory Frameworks
Get a sneak preview of the emotional intelligence
training by downloading the first video module.
ABN 33 093 667 595, AFSL No. 247 429 This information is general information only. You should consider the appropriateness of this information with regards to your objectives, financial situation and needs. Please read our Important Information.