#LTMA’20 WHERE OLD SCHOOL ADVICE MEETS NEW SCHOOL THINKING…
STATE LIBRARY VICTORIA - February 11, 12 & 13 2020
We are not your normal financial advice conference – Less Talk | More Action means just that!
Two and a half days of action-packed workshops, breakouts, plenary sessions and pop up preso’s
PLUS our super unique “Collaboration Zone” where our Teachers (presenters and coaches) actually help you LIVE and one on one, to turn some of your new school ideas into practical solutions while you’re at LTMA’20!!!
So who should come along?
Our conference is built for any current or aspiring Financial Adviser that is focused on starting, growing or re-launching their firm to become “2020’s Advice Ready”. Partners in the industry are also welcome to join us as well.
We’ve have ticket options for each of our attendee types (Current Adviser or Business Owner,Aspiring Adviser & Industry Crew) so please make sure you choose the ticket option that is right for your role in the industry.
How is the conference style different?
Simple – we’ve taken the best bits of every single Finance conference we’ve been to over the past 10 years and stuck them all together. That means there is less sessions in total, but more impact from the sessions you choose to attend.
This year we’ve added in 5 pre-conference half day workshops as well as a BONUS incentive for our Early Bird registrations… numbers are STRICTLY LIMITED so make sure you register early to avoid missing out.
Finally because our goal is to add as much value as we can to our #LTMA’20 community as possible, we’ve decided to cap the number of attendees at 200.
This maximises the time each attendee has with our Teachers and ensures our boutique and ‘indi’ vibe from #LTMA19 continues this year.
LTMA'20 Pre Conference workshops
| WORKSHOP 1 | ||||||||
| How
to Use Video to Nail and Scale Your Insurance Advice Process | ||||||||
| In Partnership With - MLC Life Insurance | ||||||||
| Location | MLC
Life Insurance – Level 16, 727 Collins Street, Docklands | |||||||
| Time | Arrive
12.45pm for a 1pm start / Workshop runs to 4.15pm / Afternoon Tea will be
provided | |||||||
| Workshop
Presenters | Phil Thompson (Thompson Financial Services) - Head Teacher, Video Walid Harach (MLC Life Insurance) - Head Teacher, Insurance | |||||||
| Workshop Synopsis | The FPA Whitepaper, Mapping Fintech to the Financial Planning Process, highlighted that the average financial advice process (to SOA creation) takes 26 hours. Implementation of your recommendations - particularly for Life Insurance Advice can take even longer. Phil Thompson - "Head Teacher" on all things Video and Walid Harach of MLC Life Insurance will show you a proven process which reduces the time it takes to get to SOA stage and improve engagement with your clients. This highly interactive workshop will ensure that you get to apply your knowledge and practice your techniques. If you've ever wanted to lean how to:
Then this is a workshop not to be missed. | |||||||
| WORKSHOP 2 | ||||||||
| School's in Session... Building an Education Planning & Funding offer for your Family clients. | ||||||||
| In Partnership With - Australian Unity | ||||||||
| Location | Australian Unity - 271 Spring Street, Melbourne | |||||||
| Time | Arrive 12.45pm for a 1pm start / Workshop runs to 4.15pm / Afternoon Tea will be provided | |||||||
| Workshop Presenters | Steve Crawford (Experience Wealth) - Head Teacher, Education Planning Paul Bugg & Guest (Australian Unity) - Head Teacher, Education Funding | |||||||
| Workshop Synopsis | Australia has one of the best education systems in the developed world - with lots of options available across the education journey from kindergarten through to tertiary, with options to suit all family types and budgets. Despite the number of free education options available, some form of 'private' education remains a top priority for their kids... to give them the best possible start in life. So why is it that most Financial Planners don't list "Education Planning" as part of their standard value proposition to GenXY clients? Simple really... they don't have a tried and tested advice model that they know will help them navigate a very emotive conversation with their clients, ultimately leading to some great personalised advice... If you join our teachers in this session - we promise to help you build your own Education Planning advice model to use with all your current and prospective parents. | |||||||
| WORKSHOP 3 | ||||||||
| AdviceTech Roadmap and Business Upgrade & Automation Workshop | ||||||||
| In Partnership With - Netwealth | ||||||||
| Location | Netwealth - Level 8, 52 Collins Street, Melbourne | |||||||
| Time | Arrive 12.45pm for a 1pm start / Workshop runs to 4.15pm / Afternoon Tea will be provided | |||||||
| Workshop Presenters | Peita Diamantidis (Caboodle Financial Services) - Head Teacher, Business Automation Andrew Braun & Guest (Netwealth) - Head Teacher, AdviceTech | |||||||
| Workshop Synopsis | AdviceTech Roadmap Workshop (Part 1) This part of the workshop will help you prioritise and develop an AdviceTech roadmap for your business. Financial planning software, a super and investment platform, a company website, a CRM system and the cloud (for office tools and document management) are "foundation" elements of the AdviceTech stack of all businesses. But what other AdviceTech solutions should your business be rolling out? According to the 2019 Netwealth AdviceTexh Research Report almost one in two advice businesses have a clearly defined AdviceTech Roadmap for the next 12 months and a further one in five have a roadmap for the next 2 years. Our Advicetech Roadmap workshop will help you prioritise technology solutions and develop an AdviceTech Roadmap for your business. Identifying your best next projects - Business Upgrade & Automation (Part 2) Wouldn't it be great if we could wave a magic wand and the business could go from where it is now, to where we would love it to be? Unfortunately, the reality is more complicated than that and requires us to constantly reassess what is important and what is just "noisy". In fact technology implementation is just on of the many draws on our time and focus and so somehow we need to work out what we have that is immediately of concern and what might be a great project to complete, but isn't critical right now. During this part of the workshop, we will still step through a technique that helps us to draw out the challenges in our business, and then prioritises which ones will have the biggest immediate impact on the team as a whole. Not only will you experience this technique as a participant, you will also walk away with the tools and cheat sheets to enable you to run one of these workshops yourself back in the office. | |||||||
| WORKSHOP 4 | ||||||||
| The X Factor | ||||||||
| In Partnership With - BT | ||||||||
| Location | BT - 150 Collins Street, Melbourne | |||||||
| Time | Arrive 12.45pm for a 1pm start / Workshop runs to 4.15pm / Afternoon Tea will be provided | |||||||
| Workshop Presenters | Stewart Bell (Audere Consulting) - Head Teacher, Client Experience Laura Dinneen & Sarah Murray (Westpac/BT) - Head Teachers, Customer Experience | |||||||
| Workshop Synopsis | The battle lines have been drawn between traditional advice models and the new world. It's not about robot vs human, offering the cheapest or even offering the best. Customer experience is the new battleground for true differentiation, unlocking customer retention, loyalty and advocacy. By 2020, customer experience will overtake price and product as the KEY brand differentiator. In this workshop brought to you by BT, you'll take a journey into the big and the small of setting your practice up with its own "Experience Factor". Laura Dinneen (Head of Nudge) and Sarah Murray (Head of Innovation Ventures at Westpac Next) will deliver a high impact, thought-provoking workshop exploring the five key trends in client retention with a focus on experience, including:
Then Audere Founder & Business Coach Stewart Bell (The Leveraged Advice Firm, Finnovation) will five into the practical things you can do to leverage this insight in your business straight away, including:
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| WORKSHOP 5 | ||||||||
| Portfolio Construction for the 2020's and Beyond | ||||||||
| In Partnership With - Sunsuper | ||||||||
| Location | Sunsuper - Level 5, 575 Bourke Street, Melbourne | |||||||
| Time | Arrive 12.45pm for a 1pm start / Workshop runs to 4.15pm / Afternoon Tea will be provided | |||||||
| Workshop Presenters | Anne & David Graham (Story Wealth) - Head Teachers, Client Focused Investment Advice Andrew Fisher & Anne Blayney (Sunsuper) - Head Teachers, Member Focused Investment Advice | |||||||
| Workshop Synopsis | Now more than ever before, all Financial Adviser's must have a robust investment philosophy built around their client's goals and needs... This workshop aims to bring market leading investment views from both sides of the investment process... the Adviser and the Asset Manager perspective - with one aim in common - to build a robust Portfolio Construction model that can take your clients into the 2020's and beyond with confidence. Combining the expertise of specialist Investment Advice Firm (Story Wealth) and one of Australia's largest super funds (~$70 billion of AUM) this workshop will help you close the gap between Client Focused and member Focused Investment approaches. The workshop agenda includes:
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