Formed in 1987, Entrepreneurs’ Organisation (EO) is a global group providing support and connection for business owners and currently has more than 19,000 members across 213 chapters and more than 80 countries.
By partnering with the Sydney and Queensland chapters of EO, Fitzpatricks chief executive Andrew Fairweather said this agreement will be mutually beneficial to both organisations by fostering connections between professionals, opening them up to possible business opportunities.
“Our focus is on ensuring that this initiative delivers real, positive outcomes for our advice community and EO members,” Fairweather said.
“We are actively investing in the success of our advisers, not just through the provision of technical support but by unlocking new growth ecosystems. We believe this initiative will be particularly valuable for those who are focused on growth or relatively new to the profession and seeking meaningful business connections.”
On top of this, the firm explained this deal will also support its expansion into entrepreneurial networks while also creating lead generation opportunities, “reflecting the group’s commitment to helping advisers attract new clients and drive business growth”.
Fairweather added: “In a competitive market, initiatives like this offer a distinctive value-add for advisers looking for more than just a licensee but a genuine business partner.”
Speaking on the partnership, Daniel Lohrmann, EO Sydney board member and head of strategic alliance partnerships, said Fitzpatricks can help EO members look beyond building businesses to consider plans for their financial future through comprehensive advice.
“They can help members build lasting legacies and provide an unparalleled level of support for the evolving needs of our members,” Lohrmann said.
Meanwhile, EO Queensland chapter manager Kimmy Cougan said she is looking forward to partnering with Fitzpatricks, noting the importance of wealth management services in sustainable business practices.
“Fitzpatricks Advice Partners is a trusted source of knowledge and experience in their field and through this partnership members will have unique opportunities to access expert advice and services that support both their personal and business financial goals,” Cougan said.
This announcement comes in a key period of change for the firm following Fitzpatricks’ reshuffling of its senior leadership team at the end of July after Jasia Fabig, the firm’s general manager of Fitzpatricks Advice Partners, would be stepping down in September.
At this time, Fabig will transition to an independent high-performance coach for the group’s practice principals while Fairweather will take on “added responsibility” and take over the GM role.
