The GAF

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 approaches family dynamics and all that the Ultra High Net Wealth Institute has to offer. If you’re an adviser looking to step into this space, this is an episode you won’t want to miss.    

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 the future holds for those managing complex wealth. The discussion goes deeper into what it truly means to be an integrator of wealth - bringing together the best expertise, structures, and strategies around the client. Scott and Jason unpack client‑centred principles, examining what clients genuinely value, how trust and outcomes are built, and how professional services should be priced in an increasingly demanding environment. This is a conversation you won’t want to miss.

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, coach, matchmaker & mentor. In this candid conversation Scott shares his journey, his inspiration and people who have helped him along the way.   Tune in to discover Scott’s insights, wisdom, and the gems that have shaped his path.   For further information:     1.  www.sanprofessionals.com.au 2.  Scott Fitzpatrick Linkedin      www.linkedin.com/in/scott-fitzpatrick1 3.  SAN Linkedin                www.linkedin.com/company/significant-adviser-network

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 working with significant families. It's an episode not to miss! For further information: sanprofessionals.com.au https://mccullough.com.au/staff_members/scott-whitla/

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 insights on working with families, along with suggestions on how an adviser in this space can look after themselves when having these often intense conversations with their clients. For advisers working with Significant Families this is an episode not to miss! For further information: 1. www.sanprofessionals.com.au 2. www.dianeviola.com  

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 for families.  In addition to family storytelling, Nim's insights into the importance of personal branding and using the right narrative to describe who you are and what you do will compel you to have a closer look at what your LinkedIn profile really says about you. This fascinating episode is not to be missed! 

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 always mean giving money; it can be your time, treasure or talent. Just in time for Christmas, this podcast will have you thinking differently about philanthropy, how you can give and how, as an adviser, you can help your clients in this area. 

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, it's an episode not to be missed!   For further information: www.sanprofessionals.com.au www.davidwerdiger.com  

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 asks Vanessa for her top tips on personal brand building and how to position or re-position yourself in today's online world. It's an episode full of gems and not to be missed! For further information: 1. www.sanprofessionals.com.au 2. www.vanessastoykov.com.au  

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 what's next. Scott, in turn, asks Bart about the frameworks he uses the most & how he integrates them into his working and personal life.

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. Oftentimes, it’s assumed that HR will take care of culture however, as Stephanie tells us, this isn’t their role; culture comes from the top. It’s a thought-provoking listen for both those in leadership positions and the advisers that work with them.

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 things data, Scott and Erin discuss how Erin has a network of advisers to help navigate the challenges of being an entrepreneur, as Erin describes it, they create the scaffolding that supports her vision for the business. Listen in for further insights on the role of the adviser in supporting entrepreneurs.  

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 involved with PWN are looking for in an adviser. They also discuss the upcoming Private Wealth Advisor Forum on 14th March, It’s an episode full of gems and not to be missed! For further information: The GAF Essentials - https://thegaf.com.au/product/gaf-essentials/ SAN - https://sanprofessionals.com.au/ Follow us on LinkedIn - https://www.linkedin.com/company/the-gaf/ For tickets to the Private Wealth Advisor Forum, 14th March - Select tickets | Private Wealth Advisor Forum | Humanitix

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 communities and creates meaningful experiences for the guests that stay there.  Scott and Cass discuss the role of advisers in the different stages of the journey and the crucial role they play in the continuing success of the business. It's a great listen!   For further information: 1. The GAF Essentials - https://thegaf.com.au/product/gaf-essentials/ 2. SAN - https://sanprofessionals.com.au/ 3. Follow us on LinkedIn - https://www.linkedin.com/company/the-gaf/ 4. For information on Wander visit: www.wander.com.au   

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 entrepreneur, Scott and Nivin discuss the role of the adviser in the entrepreneur's journey.  It's a fantastic listen for entrepreneurs and advisers alike! For further information: 1. The GAF Essentials - https://thegaf.com.au/product/gaf-essentials/ 2. SAN - https://sanprofessionals.com.au/ 3. Follow us on LinkedIn - https://www.linkedin.com/company/the-gaf/

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: 1. The GAF Essentials - https://thegaf.com.au/product/gaf-essentials/ 2. SAN - https://thegaf.com.au/significant-advice-network/ 3. Follow us on LinkedIn - https://www.linkedin.com/company/the-gaf/

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 of one. Listen and learn from one of the best!   1. The GAF Essentials - https://thegaf.com.au/product/gaf-essentials/ 2. SAN - https://thegaf.com.au/significant-advice-network/ 3. Follow us on LinkedIn - https://www.linkedin.com/company/the-gaf/  

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 into the future of advice and the opportunities being created by technology.   If you'd like further information on The GAF or The Significant Advice Network please go to our website: www.thegaf.com.au

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 Significant Advice Network please go to our website: www.thegaf.com.au

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 The Significant Advice Network please go to our website: www.thegaf.com.au    

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.

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.  

Join Scott and Paul for the last podcast of 2022 as they discussed the wins, losses and everything between.

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 reducing the compliance load.    

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 business. 

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 to enjoy.  

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 all parties approach it with the right mindset.  

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 understand and appreciate. Vince also shares the story of the tragic loss of his daughter, Nicole, in 2012 and the Foundation set up in her honour. The Nicole Fitzsimons Foundation continues to help educate young Australians on travel safety as well as assisting young performing artists and sportspeople with financial assistance to achieve their dreams. https://www.nicolefitzsimons.com/  

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 implementing advice frameworks into your business.

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 and a few laughs too.  It's a great listen.

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 uncomplicated, proven approach and tips.

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.  

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 experiences of a changing business; he discusses how the relationships with clients have developed from being transactional in nature to becoming more of a wealth custodian for his clients. There’s a lot of great content in this episode which will give you some food for thought over the holidays.

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 leadership, increased productivity, avoiding burnout and why it's important to manage your energy rather than your time. Listen in for some very practical yet powerful techniques to improve productivity and engagement for yourself and your team.

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 insights on how to become a "People Grower" using the 4C's  - care, courage, consistency and commitment.  It's another episode jam packed with practical concepts to elevate your adviser tool kit.

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 played in their professional development and Michael explains what advice and tools he continues to use in his practice today. Enjoy!

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 and Michael gives some great insights on achieving successful collaboration by leaving ego at the door. This episode covers a lot of ground with plenty pearls of wisdom along the way. Listen up!

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 adviser re-evaluating their pricing and positioning strategies.

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 beyond the balance sheet.

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 Constitution. There's a wealth of informative content in this episode, enjoy!

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 analogies and plenty of golden puns!

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 of topics from pricing to business succession. It's an episode jam packed with valuable insights you're sure to love.

In this episode, Scott has special guest Murray Howlett. Scott interviews Murray for an accounting perspective, as they discuss the additional skills that he has acquired over the years to truly provide clients with the best advice. The stuff he didn't learn at uni! Listen in, some great insights.

Joining us on The GAF this week is emotional intelligence guru, Brian Fitzpatrick. Scott and Brian discuss the power of emotional intelligence for all advisors. They explore the SCARF model, the key components to an emotional vocabulary and the skills required for profound listening. These combine to form the valuable skills that Scott and Brian believe are essential for all successful advisors.

This episode Scott is joined by Glen Reilly as they discuss the  journey to High Net Wealth advice. Listen in to Glens story of how he built a valuable enjoyable business. 

In Episode 6, Scott interviews special guest Chris Cuffe. As a leader in the industry, Chris works works in many spaces. He works in the investment space, advises high net wealth families, supports philanthropist pursuits and sits on a range of boards. Listen in as Scott explores Chris’s wealth of knowledge and his lessons from business and life. A great Ep! 

Episode 5 of The GAF features special guest, Matina Jewell. Scott and Matina unpack her life lessons from being a UN Peacekeeper. We also hear her current day client perspective on the roles her advisors play. Listen in for some incredible insights!

In Episode 4, we have Dave Johnson in to discuss the role of Advisory Boards. Dave has a unique outlook in the advisor world as he wears many different hats among it. He has been in financial services for 30 years and now works as an independent director for private families and listed companies.  Listen in to hear Scott pick Dave's brain about the ins and outs of advisory boards and the different roles in the advisory space. 

This episode Scott has Paul Crane back on the podcast to delve into one of his key business frameworks, The Stages Model. This framework explores the journey of a business and individuals and how each stage impacts decision making and behaviour. More on content/context and another prominent theme of “what do I need to let go of, in order to get what I really want”. Listen in!

Episode 2 features emotional intelligence expert, Brian Fitzpatrick. Scott and Brian discuss the skills, technical and relational, that are required to work successfully in the advisory space. They delve into some of the essential frameworks that have led them to success in their respective fields. Listen in to hear how the frameworks help create the essential conversations that Scott & Brian believe all professionals need to be having with clients. The PIES model, content/context and everything in between!