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Online Course

GAF Essentials

Do you want to build a world-class advisory business?
Do you want to;

We offer a 100% satisfaction, money-back guarantee!

$2,975+gst for the first 12 months and $995+gst per annum thereafter

The course consists of three modules:

The client experience from start to finish:
  • Client expectations Running a client meeting
  • Demonstrating capability
  • Scope of work

These are the building blocks of you practice, to organise yourself and your business for Best Practice. These include concepts such as:

  • Positioning
  • Value proposition
  • Ideal client
  • Pricing model

The non-technical, relational skills required for communication and connection with the client.
Examples of these emotional intelligence frameworks are:

Some examples of these concepts are:

  • SCARF model
  • PIES model
  • Feelings and language
  • Trust equation
  • The Role of the Adviser

Why we developed this course

Navigating the commoditisation of financial, accounting and legal services is a complex landscape. High net worth clients are notorious for having high expectations; without clear goals & service outcomes you & your clients can be left feeling unsatisfied.

Who is this course for?

This course is for all professionals looking to develop and enhance their skills to work in the high net wealth space or advisers seeking additional collateral and core concepts to integrate into their existing practice. 

We developed this course to offer financial advisors & organisations the skills and knowledge they need to better engage with clients to build a world class advisory business.

The GAF course will help guide you and your organisation with an engaging combination of:

Course Presenters

Scott Fitzpatrick

Scott founded the Fitzpatrick Group in 1987 and is regarded as one of the change agents who introduced genuine professional, fee for service advice. Scott is in high demand with other professional advisers and firms to train them in advice and client management leading to the growth of which Fitzpatricks Private Wealth now consists of 20 offices throughout Australia.

Brian Fitzpatrick

Emotional Intelligence Coach & Facilitator
Founder of Headspace Coaching Brian works with business owners, executives and professionals to help them clarify, plan and implement their goals in terms of creating the lives they want to lead. Brian has extensive experience in helping groups of people work together as a team in both sporting and business contexts.

Paul Crane

Business Coach
Paul has been coaching businesses and business leaders across Australia and New Zealand for 25 years. By using powerful yet simple frameworks that are useful and can be immediately applied; Paul’s passion is creating space for businesses and individuals to grow both commercially and culturally. Paul will challenge and at times create tension to support the desired change that an individual or business has identified.

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