Masterclass: Growing Your Business: Positioning, Pricing, Retention and Success

2pm – 5.30pm AEDT, 25 November 2025 ‐ 3 hours 30 mins

Session

For advisers, how to price and scope your services, defining the breadth of your role and effective engagement sit high on the list of priorities. We will take a close look at all three, enabling you to grasp what may be possible as you maintain and grow your business. We will cover:

• Scope Creep and pricing levels - expectations that both serve the client and your needs: building your strategy
• Pitching that works: how to design and deliver in an impactful way that addresses UHNW client needs
• Role scope and creep: sophisticated knowledge and specialties, but how best do you provide value?
• Effective engagement that builds trust and understanding with the current and next generation: how to do it.

Scott Fitzpatrick, Founder and CEO, Significant Advice Network

Speakers

Scott Fitzpatrick

Founder & CEO, SAN (Significant Adviser Network) 

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David Werdiger

Managing Director, Nathanson Pearson

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Scott Fitzpatrick

Founder & CEO, SAN (Significant Adviser Network) 

Scott Fitzpatrick is a pioneer of client-first advice and founder of the Significant Adviser Network (SAN), Australia’s leading multi-disciplinary professional network of advisers at the forefront of advice. 

After beginning his career as a high-school teacher, Scott co-founded Fitzpatricks Private Wealth and helped lead the industry’s shift to fee-for-service advice - growing the firm to 25 offices, 110 advisers and $5B under care.

Today, through SAN, he equips advisers with the frameworks, strategies, and peer network to thrive in an era of disruption, shifting client expectations, and the largest intergenerational wealth transfer in history. 

When Scott isn’t mentoring, teaching and coaching, he is on his foil board surfing the Tweed Coast. A former Australian hockey player, he and his wife now travel the world cheering on their adult children, who compete on the hockey world stage.

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David Werdiger

Managing Director, Nathanson Pearson

David is the youngest child of Nathan Werdiger, a Holocaust survivor with an amazing life story, who ended his days as the single largest private real estate owner in Melbourne CBD and with a family of 128 living descendants. 

After 30+ years as a tech entrepreneur, and 20+ years in the non-profit world, David has developed a rare blend of expertise in entrepreneurship, technology, governance, strategy, and a healthy dose of common-sense. He is now a family enterprise advisor, family office principal (for his own branch of the family), and a thought leader. As a published best-selling author of Transition he has assisted many HNW families to navigate the complexities of succession planning, intergenerational wealth transition, and family governance.

David also writes case studies and teaches family in business at Harvard Business School, is an Adjunct Industry Fellow (entrepreneurship) at Swinburne University, and a regular speaker at HNW conferences and events around the world. He is able to distil complex issues and present them simply and succinctly, and is a powerhouse at the board table. David is married with five children and deeply engaged with his local community through a number of non-profits. He’s writing his second book – about the challenges of the modern always-connected digital world. In between all that, he is passionate about sport – particularly AFL, cricket and NFL.