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Fitzpatricks Private Wealth welcomes Rothgard Financial Partners in strategic partnership founded on Lead Adviser principles

27 Apr 2022
From

Ross Vanderwolf

Respected Brisbane-based financial advisory firm Rothgard Financial Partners (Rothgard) has formulated a strategic partnership with Fitzpatricks Private Wealth (FPW) with both founder Ross Vanderwolf and principal Gino Saggiomo, formally signed to join the FPW national network.

This announcement builds on Rothgard’s initial engagement with FPW in 2019 to help orient the Brisbane practice towards the private client market and establish foundations for the firm’s sustainable future growth.

Fitzpatricks Group CEO Jodie Blackledge said: “We are pleased to welcome Rothgard to the Fitzpatricks Private Wealth community of Lead Advisers. Genuine partnership begins with shared values and purpose. Our partnership with Rothgard’s like-minded advice principals bolsters a shared vision of advice as a true profession, underpinned by a core purpose to enrich the lives of our clients.”

Rothgard principal Ross Vanderwolf said the firm chose to formally join FPW after experiencing its unique Lead Adviser philosophy, collegial community and cultural fit. Rothgard had previously attended a Lead Adviser two-day coaching program and as a result, went on to accelerate a mutually beneficial partnership to receive ongoing coaching and realise its business development objectives.

Mr Vanderwolf said: “The Fitzpatricks Lead Adviser frameworks are simple and effective but require a mindset shift. It was the relationships, the one-on-one coaching from the Fitzpatricks team and existing advisers that helped us to embed the philosophy and position us to have greater confidence in the value of our advice.”

Rothgard’s Gino Saggiomo said: “It was clear early on that Rothgard and FPW were philosophically aligned.  Fitzpatricks understands us and our advice model, and provides a superior platform for Rothgard to continue to deliver quality strategic advice to our clients.”

As an additional professional development benefit for all parties, existing FPW Lead Advisers function as mentors. This arrangement will help steward Rothgard on its business transformation journey and see them establish clear yet tailored growth and succession plans.

Fitzpatricks Private Wealth is partnering with more like-minded and philosophically aligned businesses to create a growing national presence of advice professionals.

Blackledge stated: “The integrity and culture Rothgard brings to our group is highly prized, so there is a mutual appreciation and support. We offer multiple partnership pathways, from strategic alignments, equity partnerships and community groups. It is this flexibility to share in the vision of Enriching Lives that is a key priority for Fitzpatricks.”

Lead Adviser Program
Head of Business Growth and champion of the Lead Adviser program, Anthony Vaiente said, “Lead Adviser delivers the FPW advice philosophy inside a two-day coaching program. The program has helped many advisers to better articulate their worth and connect emotionally to their clients.”

The Lead Adviser course focuses on combining hard and soft skills to help advisers step more into business leadership and elevate advice to a profession. It also supports a client-centric business model and a unique philosophy of delivering advice to clients with more complex needs.

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