Lead Adviser Alumni Quarterly Newsletter | Issue 1, 2021
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Dear Adviser,
As you are well aware, the advice profession is transforming. In these times of heightened scrutiny and awareness, Advisers are being called to do more and be more. It is for these reasons that the Fitzpatricks philosophy of enriching lives has never been more important.
As Advisers navigate forwards in this new terrain, many are taking the path of scale. However, Fitzpatricks believes there is an alternate option, and we stand firmly on the path of value.
Having attended the Lead Adviser two-day course you would be familiar with our partnership approach to advice, our vision of elevating the profession, as well as the community-minded philosophy that underpins Lead Adviser. Therefore, we are excited to announce the launch of Lead Adviser Alumni.
Lead Adviser Alumni
As members of our Lead Adviser Alumni community, we invite you to be a part of ongoing coaching and education. From speaking to past participants, we know that you highly value the content taught in the two-day course and equally, that implementing the new engagement frameworks effectively takes time and practice. This valuable insight has been the catalyst for taking the next step and providing you with Lead Adviser Alumni.
Quarterly, we will distribute a newsletter like this with exclusive content to help you continue to implement the Lead Adviser frameworks in a practical way, to deepen your understanding of the philosophy and help create a supportive community of like-minded professionals.
For the inaugural Alumni news, we invite you to view a conversation between our co-founders, Scott Fitzpatrick and John Woodley, and Group CEO, Jodie Blackledge. This twenty-four-minute video provides background insights on the Lead Adviser journey that Fitzpatricks has evolved through, giving you positive ammunition for the transformations that could apply in your own practice. It also provides our perspective on the future of advice, and we hope you thoroughly enjoy this positive message and Lead Adviser Alumni exclusive.
Going forwards, the Alumni newsletters and other supportive resources will be regularly added to the Lead Adviser Virtual website where you can already access pre-existing coursework content.
To further support you, we are exploring the opportunity to run regular online sessions with the Lead Adviser coaches. In addition to providing business implementation value, this program would also provide a pathway for greater personal development in the Lead Adviser approach, all for a small subscription fee. If you are interested in taking part, please let us know via this short survey.
It’s exciting to see that along with these new developments, our Lead Adviser coaching program continues to be booked months in advance. Despite having to cancel our in-person events for the remainder of 2021, we recently trialed a short online version of our core offering to much success.
In addition, Scott Fitzpatrick's latest venture – The GAF Podcast – is helping to spread the Great Advisory Frameworks (GAF) message, having thought provoking conversations around business strategy and implementation, client relationships, quality advice and more, with market leaders in the profession.
For over 20 years we have been successfully working to an ethical, fee-for-service and client-centric model helping elevate the advice profession and you are all a part of that journey, so a heartfelt thank you!
I trust you have found this information useful and hope you will join us in continuing to celebrate success as we collectively elevate advice to a profession.
The GAF Podcast, which stands for Great Advisory Frameworks, is a series of conversations with leading experts in various fields. It forms part of Scott Fitzpatrick's initiative to help elevate advice to a profession and assists advisers to enhance their skills in the high net worth client space.
You can find conversations with our emotional intelligence expert Brian Fitzpatrick, current advisers like Glen Reilly, current clients like Martina Jewell and industry gurus like Chris Cuffe, Dave Johnson and Paul Crane. Check out all fourteen episodes already live and make sure you subscribe to be notified of new fortnightly releases.
Listen now on Spotify and Podbean or check out a recent episode with one of our coaches below:
"Day in and day out, Australian advisers enrich the lives of their clients. But who is enriching the enricher?" - our Group CEO Jodie Blackledge asks advisers to remember their why! Read the full article in Money Management here.
From one-stop-shop to family CFO "The future of advice for me is about transitioning from the traditional multi-service model to sitting on the family board..." Scott Fitzpatrick has been featured in the Money Management industry expert series. Read the full article here.
As a valued member of our Lead Adviser community, remember to tell your friends and colleagues about upcoming Lead Adviser dates. Play a part in their journey of becoming a Lead Adviser.
Upcoming Event Dates
February:
Tuesday 8th & Wednesday 9th February 2022
May:
Tuesday 10th & Wednesday 11th May 2022
September:
Tuesday 6th & Wednesday 7th September 2022
November:
Tuesday 22nd & Wednesday 23rd November 2022
To register interest in attending any upcoming Lead Adviser workshops, click here.
For more information:
Partnership is at the core of how we engage with our community. Over time, it has been developed in multiple ways to include the two-day Lead Adviser program and our Lead Adviser model that sees a delivery on the philosophy and proposition to clients. We have now created an online presence where you can find out more, click here to visit Your Advice Partner.
Fitzpatricks Private Wealth Pty Ltd, ABN 33 093 667 595, Australian Financial Services Licence (AFSL) No. 247 429. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs.
