Scott Fitzpatrick
Building closer and deeper relationships with valued clients is the philosophy Scott lives by.
He is a coach, teacher & mentor in the Family Advisory Board space.
A high-school teacher by trade, Scott moved into the advisory space in 1987 when he 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. Scott felt it was important to base his firm around truly understanding clients' needs and charging on a transparent fee-for-advice policy.
Today, Scott is sitting back as a mentor for Fitzpatrick's, looking on towards his next projects, The Great Advisory Frameworks, (The GAF), and Significant Advice Network, (SAN).
The GAF is his 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’.
He is a coach, teacher & mentor in the Family Advisory Board space.
A high-school teacher by trade, Scott moved into the advisory space in 1987 when he 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. Scott felt it was important to base his firm around truly understanding clients' needs and charging on a transparent fee-for-advice policy.
Today, Scott is sitting back as a mentor for Fitzpatrick's, looking on towards his next projects, The Great Advisory Frameworks, (The GAF), and Significant Advice Network, (SAN).
The GAF is his 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’.