PODCAST · business
The GAF
by Scott Fitzpatrick
Scott Fitzpatrick presents The GAF. Essential conversations and frameworks for all advisors. Scott shares an insight into the 20 years of experience as a leader in the field of wealth advice. The essential conversations and frameworks for all professionals to develop and enhance their skills to work in the high net wealth space successfully. Join Scott fortnightly to delve into the essential conversations needed for all advisors to enhance their tool kits.
Episodes
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Episode 59: Seri Renkin | The DEA Network
Money, power, influence and purpose are at the heart of this compelling conversation between Scott Fitzpatrick and Seri Renkin, Co-founder of the DEA Network. Together, they unpack the global rise of the modern matriarch, the role of philanthropy in shaping meaningful legacies, and the changing...
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Episode 58: Carolyn Baker
In this episode, Scott Fitzpatrick sits down with Carolyn Baker of CJBA Advisory to explore the entrepreneurial journey behind Certified Original. Carolyn shares how she identified a major challenge facing advisers, the innovative thinking that helped solve it, and how that solution evolved into…
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Episode 57: Brian Fitzpatrick
In this episode of The GAF podcast; Scott Fitzpatrick speaks with Brian Fitzpatrick, the Guru in Emotional Intelligence coaching. With more than 20 years of experience helping financial advisers develop stronger EQ and relationship-building skills, Brian shares the practical strategies that...
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Episode 56: Danielle Cornelissen
In this episode of The GAF Podcast, Scott Fitzpatrick speaks with Danielle Cornelissen, Founder & CEO of 5ELK, an outsourcing business in the Philippines with more than 500 staff. Danielle shares her entrepreneurial journey, insights on leadership and culture, and why she believes business…
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Episode 55: Jacqui Clarke
In this episode, Scott Fitzpatrick sits down with Jacqui Clarke to explore her fascinating career encore after more than 20 years with Deloitte. After building a highly successful career as a trusted adviser and leader, Jacqui has embarked on a new chapter that reflects both her professional...
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Episode 54: Dan Blair - LTV Partners
In this episode of The GAF Podcast, Scott Fitzpatrick sits down with Dan Blair of LTV Partners to explore the rapidly evolving M&A landscape. Together, they discuss the future of mergers and acquisitions, commoditisation, and how LTV Partners as a forward-thinking firm are reimagining their...
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Episode 53: Veronica Peters
Join Scott Fitzpatrick as he sits down with Veronica Peters; a psychologist, Juris Doctor, and also holds an MBA. With her deep expertise in family systems, Veronica explores the complexities that underpin family dynamics, from values alignment and intergenerational goals to the importance of...
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Episode 52: A Modern Family Advisory Story - Peter and Lara
Please join Scott Fitzpatrick, Nim De Swardt, Kerrie Anderson and real life clients, Peter and Lara. This podcast brings to life the real story of complex families and the advisers who stand beside them. In this episode, we take you on a remarkable seven-year journey - a succession plan that...
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Episode 51: David Werdiger
On today’s episode of The Gaf Podcast, I’m joined by David Werdiger - author, trusted confidant to significant families and a key contributor to the Ultra High Net Wealth Institute. David shares his perspective on the skills required to work effectively with significant families, how he…
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Episode 50: Jason Chequer
In this episode, Scott Fitzpatrick sits down with Jason Chequer from the Linara Group for a wide‑ranging conversation on the evolving world of wealth management. Together, they explore the role of family offices, multi‑family offices, the changing expectations of high‑net‑worth clients and what…
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Episode 49: Brian Fitzpatrick interviews Scott Fitzpatrick
Join us for the final GAF podcast of the year featuring the man himself; Scott Fitzpatrick ! In this episode the microphone has been turned: Brian Fitzpatrick - our Emotional Intelligence coach from The SAN team - sits down with Scott. Brian has been an integral part of Scott’s life - teacher,...
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Episode 48: Scott Whitla
Join Scott for the latest episode of The GAF, featuring Scott Whitla, Partner at McCullough Robertson. A long-standing SAN member and expert in Succession Law and mediation, Scott shares valuable insights on Family Rule Books—what they are, how to create them, and why they matter for advisers...
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Episode 47: Diane Viola
Join Scott for our latest episode of The GAF where he chats with Diane Viola, from Positive Relating. Diane is a counsellor, coach and long time friend of Scott's who's passion and expertise lies in facilitating transformation in both individuals and families. In this podcast Diane shares her...
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Episode 46: Nim de Swardt
Join us on this episode of the GAF as Scott chats with Nim de Swardt, narrative practitioner, non-exec director and strategic adviser. Nim shares her passion for inter-generational storytelling, from starting her journey with the 7th generation Bacardi family to now recording over 140 narratives...
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Episode 45: Sarah Metcalf
Join us for the final podcast of the year as Scott chats with Sarah Metcalf from Collective Manifesto who gives us a fresh look at philanthropy. Sarah helps individuals, families and companies to 'give well' to causes that are important to them. As Sarah explains to Scott, philanthropy doesn't...
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Episode 44: David Werdiger
Joining Scott on this episode of The GAF is David Werdiger, author, speaker, adviser & entrepreneur. Scott and David chat about the exciting opportunity that exists for advisers to work with Significant Families and help them on their journey. David shares his extensive knowledge on the subject,...
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Episode 43: Vanessa Stoykov
Join Scott on the latest episode of The GAF as he chats with Vanessa Stoykov, story-teller & CEO of Evolution Media. After 30 years in financial journalism, marketing & advertising, Vanessa has a depth of experience and knowledge of the industry and shares her insights and practical advice. Scott...
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Episode 42: Scott and Barton White
In this episode of The GAF we have the old dog and young pup, the mentor and the protege, Scott and Bart chatting about their respective journeys. Bart asks Scott to reflect on where he started and where he is now and to tell us who helped him along the way, what books keep him motivated and…
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Episode 41: Stephanie Bown
This episode Scott catches up with Stephanie Bown, Organisational Psychologist and author of Purpose, Passion and Performance. Scott and Stephanie delve into the world of Culture and Leadership, discussing what makes a good leader and the importance of a positive culture in the workplace....
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Episode 40. Erin Evans
This latest episode of The GAF is all about data! Scott chats with Erin Evans, CEO and entrepreneur from Intelligen. Erin's enthusiasm and ability to discuss the subject in the simplest of terms will make you think differently about how your business uses, stores and protects data. As well as all...
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Episode 39: Alan Duncan
On this episode of The GAF, Scott is joined by Alan Duncan, Co-Founder and Executive Director of the Private Wealth Network (PWN). Scott and Alan cover a range of topics from the entrepreneurial path in establishing PWN with Co-Founder Richard Milroy right through to what the significant families...
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Episode 38: Cass Sasso
In this episode of our Entrepreneurial Series, Scott chats with Cass Sasso from the Wander group. Cass shares with Scott her entrepreneurial journey so far, beginning with an idea born over pizza and red wine and the desire to design accommodation that is sustainable, which gives back to regional...
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Episode 37: Nivin Thanabalan
Continuing our Entrepreneurial Series; in this episode Scott peaks with Nivin Thanabalan from Integral Insights. Nivin helps entrepreneurs skill up and build the infrastructure necessary to go on the capital raising journey. Not only does Nivin provide valuable tips and tricks for the…
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Episode 36: Ryan Sharpley
Join Scott on this episode of the GAF where he kicks off the Entrepreneur Series with Ryan Sharpley, implementer of EOS; Entrepreneurial Operating System. Ryan explains how he works with entrepreneurs and businesses to help them clarify, simplify and achieve their vision. For further information:...
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Episode 35: David Johnstone
In this episode Scott welcomes David Johnstone from Experti back to the GAF. David was one of our first guests on the show and he is back to share more of his wisdom around advisory boards. David explains the role of an advisory board, why they are important and what skills are needed to be part…
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Episode 34: Nat Daley
In this episode of The GAF Nat Daley from Cruz Family Office takes Scott on a trip into the finance world of the future. Nat explains how he and his business partners are using technology to challenge the typical financial models with their open banking app, Cruz Money. It's a fascinating look…
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Episode 33: Steve Prendeville
In this podcast Scott chats with Founder and Director of Forte Asset Solutions Pty Ltd, Steve Prendeville about the changes in the wealth advisory industry, the trends Steve is seeing emerging and what we can expect to see in the future. If you'd like further information on The GAF or The...
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Episode 32. Ken Petty
On this episode of the GAF Scott catches up with Ken Petty, Managing Partner of the Gold Coast office at Minter Ellison. Ken talks about where he started, how he got to where he is today and what his next body of work looks like. A fantastic listen. If you'd like further information on The GAF or...
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Episode 31: Brian Fitzpatrick - Wheel of Life
Join us on this edition of the GAF podcast as Scott & Brian Fitzpatrick take us through the Wheel of Life frameworks - both personal and for the adviser. You'll learn what this framework is, how to incorporate it into your adviser tool bag and - most importantly - why you should.
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Episode 30: Scott Young
In the latest episode of The GAF, Scott chats with Scott Young, Managing Director of Altus Financial. Recently back from a study tour in the USA, Scott shares some insights into the future of the advice industry, in particular the opportunities surrounding advice for significant families.
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Episode 29: 2022 Wrap up
Join Scott and Paul for the last podcast of 2022 as they discussed the wins, losses and everything between.
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Episode 28: Grahame Evans
On this episode of The GAF; Scott chats with Grahame Evans from Diverger. Grahame shares his wisdom and insightful views on how the industry is tracking on its way to becoming a profession; including why the new education standards are a a positive step towards better quality of advice and…
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Episode 27. Jon Kenfield
Join us on the latest GAF podcast where Scott chats with past guest Jon Kenfield from The Solutionist Group. In this episode Scott and Jon dive deeper into the world of families in business. Jon shares his insights gathered from years helping families navigate the complexity of operating a family...
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Episode 26: Grant Abbott
In this latest episode of The GAF, Scott is joined by Grant Abbott from Abbott & Mourly Lawyers. Scott asks Grant for his take on the commoditisation and automation of the advice industry and where the responsibility lies when it comes to online documents. An interesting episode that you're sure…
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Episode 25: David King
Join us on this episode of The GAF as Scott chats with David King, CEO of The CFO Centre. David explains the role of The CFO Centre and the challenges and successes he's experienced with clients. Scott and David discuss the importance of a Best of Breed team and how it can benefit everyone when…
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Episode 24: Vince Fitzsimons
Joining Scott on The GAF podcast this week is former Deloitte partner Vince Fitzsimons. Scott and Vince discuss what it means to be a great adviser and Vince explains his "reversing the arrow" concept where he takes the technical aspects of advice and delivers it in a way that his clients can...
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Episode 23: Paul Crane - Expanding Advice Frameworks
On this episode of The GAF Scott invites Paul Crane back to talk about implementing advice frameworks. Paul takes us through real situations where he has used frameworks such as the Stages Model and the Drama Triangle when working with clients. It's a great listen and full of useful tips for...
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Episode 22: The Band is back together
On this episode of The GAF the band is back together! Just over 12 months from the first podcast Scott, Brian and Paul come together to chat about how the podcast has progressed, feedback from Advisers and ideas for the future. As always when this trio get together there's plenty of shared wisdom...
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Episode 21: Lessons from Lexus with John Roca
Join us on this episode of The GAF as Scott speaks with John Roca from Sydney City Lexus and Sydney City Toyota. Scott asks John to share with us what true customer service looks like, why it's so important and how to set yourself apart from the rest. It is a great listen with John's…
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Episode 20. Angela Harry
Kicking off the New Year on The GAF, Scott speaks with Angela Harry from Attwood Marshall Lawyers. Scott and Angela deep dive into the complex world of Estate Planning, Angela's specialty. This episode is full of insights as Angela takes us through a range of scenarios - it's a must-listen episode.
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Episode 19: Mike Bennett
Join us on The GAF for our final episode for year as Scott catches up with Mike Bennett from Bennett Wealth Group in WA. Together Scott and Mike discuss the changing landscape of the advisory profession, re-scoping in the business and how to let go of clients and why you should. Mike shares his...
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Episode 18: Vanessa Bennett
In this episode of The GAF Scott explores the fascinating world of Neuroscience with Vanessa Bennett from Next Evolution Performance. With over 20 years experience in financial services and a Masters of Science in Psychology and Neuroscience of Mental Health; Vanessa shares her insights on...
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Episode 17. Brian Fitzpatrick
The Master of Emotional Intelligence, Brian Fitzpatrick, is back on The GAF this week, talking all things leadership with Scott. Brian takes us through the different types of leaders; from the ego driven leader to the servant leader who leads from a place of integrity. Scott and Brian share their...
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Episode 16. Michael Small - Part 2
This week Michael Small from Small Myers Hughes law firm is back talking with Scott. In this episode Michael and Scott delve deeper into the topic of collaboration with a Best of Breed team; why it's necessary and the pitfalls of not having one. They discuss the important role that coaching has...
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Episode 15.Michael Small
In this episode of The GAF Scott is joined by lawyer Michael Small from Small Myers Hughes. Michael explains his firm's approach to commoditisation within the legal industry and how they focus on service rather than price. Part of that service extends to collaboration with a best of breed team…
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Episode 14: Paul Crane
Join us on The GAF this week as business super coach Paul Crane returns to chat with Scott about positioning and pricing. Paul and Scott discuss price V's value and how to approach a situation where a client thinks you are charging too much. It's a thought provoking episode that will have every...
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Episode 13. Jon Jones
In this episode The GAF goes stateside as Scott catches up with Jon Jones, co-founder and CEO of Brighton Jones. Jon takes Scott though the Brighton Jones ethos of helping people live richer lives and what that looks like in the advisory space. Listen in for some practical insights on value…
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Episode 12. Jon Kenfield
Joining Scott in this episode of The GAF is family business specialist, Jon Kenfield, from The Solutionist Group. Scott and Jon explore the oftentimes fraught world of family business. They discuss conflict mediation, wealth & business succession and the roles of the Family Board & Family...
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Episode 11: James Tomkins
On the eve of the Tokyo Olympics Scott catches up with 3 times Gold medallist and UBS National Account Manager, James Tomkins, OAM. Scott & James discuss the changing industry and the parallels between sport and business when dealing with change. This podcast is packed with insights, sporting...
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Episode 10: Jim Stackpool
Join Scott in this episode of The GAF as he interviews Certainty Advice Group's Jim Stackpool. Jim is an industry veteran and a leader in adviser coaching and training. Scott and Jim explore the concepts around moving from a product focused business to one modelled on advice. They cover a range…
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ABOUT THIS SHOW
Scott Fitzpatrick presents The GAF. Essential conversations and frameworks for all advisors. Scott shares an insight into the 20 years of experience as a leader in the field of wealth advice. The essential conversations and frameworks for all professionals to develop and enhance their skills to work in the high net wealth space successfully. Join Scott fortnightly to delve into the essential conversations needed for all advisors to enhance their tool kits.
HOSTED BY
Scott Fitzpatrick
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Frequently Asked Questions
How many episodes does The GAF have?
The GAF currently has 59 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The GAF about?
Scott Fitzpatrick presents The GAF. Essential conversations and frameworks for all advisors. Scott shares an insight into the 20 years of experience as a leader in the field of wealth advice. The essential conversations and frameworks for all professionals to develop and enhance their skills to...
How often does The GAF release new episodes?
The GAF has 59 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The GAF?
You can listen to The GAF on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The GAF?
The GAF is created and hosted by Scott Fitzpatrick.
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