Tuesday 5 June 2025
12:00pm-1:00pm (AEST)
Up to 1 CPD hour available
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During this 60-minute webinar participants will be taken through how to serve High-End Wealth clients as an Advocate – a professional best friend, someone to help identify values and goals and then hold them accountable. Learn how to identify this Advocacy Role opportunity and how to progress the conversation, the pitch, and the presentation to ensure trust and transparency are built and maintained. Understand why the role of the Advocate may be the client’s best outcome and from there Scott will show how to demonstrate value, skill and capability to ensure success.
The Advocate Role is about learning to focus on supporting clients for generations rather than seeking to acquire the intermediate management of their financial assets. It’s about supporting the growth of the qualitative assets of the family, whilst being across the entire family or individuals’ wealth platform. Walking beside them and providing that support from a non-judgemental, non-invested position outside the family and business. It’s about bringing the Best of Breed Team to support the client ensuring the best advice at the right time.
Scott Fitzpatrick
Mentor, Significant Advice Network
Building closer and deeper relationships with valued clients is the philosophy I live by.
I’m a coach, teacher & mentor in the Family Advisory Board space.
A high-school teacher by trade, I moved into the advisory space in 1987 when I founded Fitzpatrick’s Private Wealth, a national advisory and wealth management firm. In those days, it was rare to find businesses using a client-centric advice model. I felt it was important to base our firm around truly understanding clients’ needs and charging on a transparent fee-for-advice policy.
Today, I’m sitting back as a mentor for Fitzpatrick’s, looking on towards my next projects, The Great Advisory Frameworks, (The GAF), and Significant Advice Network, (SAN).
The GAF is my online course giving advisors the business frameworks they need to build a great advisory business. Getting clarity around your value, capability and purpose is crucial to success. But more than that, The GAF helps participants to appreciate what makes a great life for them, and to love the work they do.
The Significant Advice Network coaching & mentoring program designed for experienced accounting, legal and financial Advisers who are looking for career extension and would like, in their next chapter of work, to sit on the family board. The Program provides Advisers with the tools, skills and capabilities to broaden the conversation with Individual’s and Families and to create a plan to deliver the client’s vision with the highest degree of probability and the lowest amount of risk.
Future clients want their SAN Adviser to know how to think about all their problems, construct a lifetime plan and drive them, the family and the business from ‘Chaos to Greatness’.
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