Significant Advice Network

Ready to take the next step in your advisory practice? Join the Significant Advice Network for a FREE 90-minute workshop on Wednesday, 13th November at 10:00 AM AEDT and learn how to attract higher-value clients and deepen your client relationships. We promise you'll walk away with a new-found energy and reignited passion for your work. Save your spot now! Register here 👉 https://lnkd.in/gXytRKfn #significantadvicenetwork #san #scottfitzpatrick #advisortraining #advisorypractice #legal #business #finance

Advisors Want To Attract HNW Families To Your Practice [FREE WEBINAR]. Achieve your goal of working with high-wealth clients and build an impactful advisory service. Places are limited. Register Today!

We are often asked about the personal commitment required for the Significant Advice Network advisers (SAN) program. In this video, Scott Fitzpatrick talks about what the first 12 months look like for those who decide to become advisers to significant families. In this video, Scott discusses: 🔷 The initial skills assessment to define what success looks like for each participant 🔷 The two-day introductory program covering family boards, family dynamics, emotional intelligence, and new engagement frameworks 🔷 Monthly group sessions to share experiences, introduce new collateral, and discuss frameworks 🔷 The personalised plans to support and hold participants accountable throughout the 12 months 🔷 The opt-in nature of the course, allowing participants to opt-out if it’s not the right fit For professionals in legal, accounting, or financial planning, SAN provides a structured yet flexible approach to becoming a significant advisor to high-net-worth families. Watch the video to learn more about what you can expect in the first year of this transformative course. Discover how our program can elevate your advisory practice: https://lnkd.in/grV_DV6v #FinancialPlanning #WealthManagement #LegalAdvice #Accounting #HighNetWorth #SAN #ScottFitzpatrick #VanessaStoykov #ProfessionalDevelopment #AustralianFinance

💥 Our Final Webinar Date in our SAN FREE WEBINAR Series has Just Been Released. Following the success of today's SAN Workshop, we're thrilled to announce the launch of our Free webinar with Scott Fitzpatrick. Tag an Advisor Below. Click Below to Learn More & Secure Your Free Seat! #significantadvicenetwork #san #scottfizpatrick

Elevate Your Advisory Practice: Monetise Wisdom, Not Just Time ⏳ As Scott Fitzpatrick wisely said, "Charge for your wisdom, not just your time." As advisors, our value lies in expertise cultivated over years, not just billable hours. Discover how the SAN course can transform your approach: Scott Fitzpatrick's insights highlight the shift from time-based fees to wisdom-driven value. Learn to: 🔷 Strategically price your advisory services based on knowledge and experience. 🔷 Project manage and assess risks with confidence and foresight. 🔷 Position yourself as a forward-thinking adviser with a holistic client approach. SAN courses are tailored for advisers looking to enhance their practice: 🔷 Gain insights from industry leaders like Scott Fitzpatrick. 🔷 Access tools and strategies to amplify client engagement and business growth. Discover how our program can elevate your advisory practice: https://lnkd.in/grV_DV6v � Watch our video to learn more about transforming your advisory practice. #FinancialAdviser #ProfessionalDevelopment #SANCourse #WisdomOverTime #ClientEngagement #BusinessGrowth

⭐ Elevate Your Career with the Significant Advice Network Are you ready to transform your career from an accountant, lawyer, or financial advisor into a significant advisor for families? Scott Fitzpatrick recently shared insights with Vanessa Stoykov on what it takes to make this transition and the valuable lessons offered by the SAN course. 🔎 What do you need to learn? • Competency Across Professions: Lawyers excel in solving content but may struggle with holding context. Accountants focus on tax issues, while wealth managers look for investment opportunities. The SAN course helps professionals develop a holistic approach to family advisory. • Vision Setting: Learn to help families and individuals set long-term visions, including 10, 20, or even 100-year plans. • Engagement Skills: Acquire new skills to streamline engagements, interact effectively with families, and use innovative collateral. • Emotional Intelligence: Develop the emotional intelligence needed to navigate complex family dynamics and relationships. SAN is all about empowering you to write your next chapter with purpose and impact. Discover how the SAN course can provide you with the tools and skills needed to become a significant advisor. https://lnkd.in/grV_DV6v #significantadvicenetwork #san #businessadvisor #business #wealthmanagement

💥 New Webinar Date has Just Been Released. Following the success of today's SAN Workshop, we're thrilled to announce the launch of our webinar with Scott Fitzpatrick. Click Below to Learn More & Secure Your Free Seat! #significantadvicenetwork #san #scottfizpatrick

Join Scott Fitzpatrick in a Free Virtual Workshop Event designed for seasoned advisers. Learn how to build wealth, reduce administrative burdens, and create meaningful client relationships. This is your chance to transform your practice and achieve your career goals. Register Below! #advisors #san #highwealthclient #entrepreneurs #businessadvisors #wealthmanagement

⭐ Introducing the Significant Advice Network: Transforming Wealth Management. Scott Fitzpatrick recently shared the story behind the innovative SAN Program in an engaging interview with Vanessa Stoykov. 🔎 What inspired Scott? About five years ago, he recognised a gap in traditional wealth management while working with significant individuals and families. This led to the creation of a new advice format specifically designed for those with substantial wealth. SAN equips financial advisors with the skills to: • Better serve significant individuals and entrepreneurial clients. • Support families with multiple assets and complex issues. • Navigate the intricate needs of extremely wealthy families. Discover how SAN is reshaping Professional advice, by providing tailored support, expert mentorship, and invaluable insights to advisors. Watch the full interview to learn more about the SAN course and its impact on advisors. https://lnkd.in/grV_DV6v #FinancialAdvisors #ProfessionalNetworking #LocalisedSupport #SAN #ScottFitzpatrick #VanessaStoykov #AustralianFinance #BusinessNetworking #ProfessionalDevelopment #LegacyPlanning #NextGenLeadership #FamilyWealth

What Do Clients ACTUALLY Seek in an Adviser? 🤔 Customers today are not just looking for accounting, legal, or financial advice. They want advisers who truly understand their unique challenges and can offer comprehensive solutions that extend beyond mere financial health. High-net-worth families seek guidance across all facets of their lives, including emotional and spiritual well-being. They value advisers who can help them create a holistic, long-term life plan. Become the professional adviser that your clients seek. #wealthmangaement #businessadviser #clientrelationships #goodadviser