Fitzpatricks revamps flagship prof dev program | Australian Markets

National high-net-worth specialist advice firm Fitzpatricks has introduced an overhaul of its flagship skilled development program, Lead Adviser, after a 12-month review.

Previously delivered as an intensive two-day course, the relaunched program has been expanded to incorporate online modules with CPD factors connected, in addition to online boards and help teams.

The program is presently solely out there to Fitzpatricks advisers and help employees.

Fitzpatricks stated the revamped program would help advisers “increase the value they deliver to clients, more accurately price their services, and build more valuable businesses”.

First rolled out in 2004, the Lead Adviser program stays “central to [Fitzpatrick’s] unique proposition and underpins the group’s service and advice”, it stated.

Jasia Fabig, Fitzpatricks normal supervisor of advice companions, recognised the program as a key differentiator for the firm.

“Lead Adviser is more than just an education and training program, it is the advice philosophy and framework that underpins our service and advice, and demonstrates that the way we do things here really resonates with many advisers,” she stated.

Fabig added that the program now displays the rising complexity of purchasers’ asset portfolios and collected wealth, pushed by the sturdy efficiency of superannuation and investment portfolios, and rising property costs and inheritances.

“The heart of the program remains the same but we’ve made some enhancements to provide more ongoing training and support. These changes also reflect the growing advice needs and complexity of our clients.”

Fitzpatricks Group chief govt Andrew Fairweather stated the firm’s advisers, numbering more than 40, have been all dedicated to enterprise the Lead Adviser program as a core part of their continued studying.

The firm counts 12 workplaces and more than 2,200 purchasers throughout Australia.