Professional Coaching

Where it all began

Our Story

If you cast your mind as far back as the late ’90s in financial advice, you’ll find yourself in a world focused on products and institutions. It was at this time Scott Fitzpatrick discovered that if he replaced the typical one-hour product sales meeting with clients, in favour of understanding what they really wanted out of life; the outcome was far superior for all.

John Woodley, also an adviser at the time with an integrated advice, accounting and investment firm, bought into the concept too.

They started focusing on what clients wanted to achieve, helping them get financially well organised, helping them get all areas of life and business well organised. This led to the development of a number of important frameworks. Including the Best of Breed team with the financial adviser acting as the Family CFO managing the entire family balance sheet and the client, front and centre, as the CEO. With this new Lead Adviser model, they no longer sold products or performance. Nor did they accept commissions or rebates. Clients were happier with the new level of professional service, akin to how lawyers or accountants operate.

To completely break away from product-centricity, John and Scott built the business based on professional, fee-for-service principles. After a successful number of years, the new model gained attention by reputation from other advisers and the Lead Adviser coaching program was born. The first cohort of alumni invested significantly to learn the revolutionary frameworks such as the 10-3-NOW and Four L’s, and to this day those advisers are still part of the community. Partnership, growth and community are core parts of the philosophy of a Lead Adviser approach. People who take part in the coaching program or the multiple partnership opportunities are all engaging in the shared vision to help elevate advice to a profession so as to enrich the lives of others.