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’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.
Business & Relationship Coach
Terri brings 25 years business experience together with human behaviour intelligence, relationship skills and work-life balance to help individuals lead a richer life. Formerly a financial adviser with accounting and executive coaching qualifications, her skills sharing is practical, positive and down to earth.
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.