Where Old School Advice Meets New School Thinking!

    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 turning ideas into actionable steps to help you get “2020’s Advice Ready”!!!

    After the success of our inaugural conference in St Kilda this year, we’re BACK – slightly bigger and hopefully better than we were in 2019.  As much as we loved going “Off Broadway” at LTMA’19 – it is time to raise our game and lift our grades… and what better way to do that than by going back to school… well.. to the Library anyway.

    So in 2020 we’re off to the beautifully restored and renovated State Library Victoria – the perfect location Where Old School Advice – Meets New School Thinking!   And this year we’ve got some fantastic new additions to the conference agenda – including Pre-Conference workshops, the Collaboration Zone and Pop Up Preso’s…  so scroll down to check out the full conference agenda and can’t wait to see you at #LTMA20

    Who should come along?

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    Any current or aspiring Financial Adviser that wants to keep building their 2020’s Advice Ready model. The Advice Movement is all about inclusion, so Industry participants are also welcomed to join us and share ideas too.

    How is the conference style different?

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    Simple – we’ve custom designed a conference that is focused on helping you actually start turning your new ideas and concepts, into practical pieces of your new 2020’s Advice Model – while you’re at #LTMA20.   In fact we’ve so convinced that you’ll find some business changing ideas, that we know you won’t actually go to all of the sessions… but in case you decide to skip some to get a head start on building out your plans, we’ve recorded them all the sessions for you and make them available via the #LTMA20 Virtual Pass.

    Here’s why #LTMA20 is different to any conference you’ve been to before:

    Pre-Con Workshops

    This year we’re super excited to announce 5 x BONUS Pre-Conference Workshops – all included in your #LTMA20 Ticket Price.  Choose from sessions on Video, Investment Philosophy, Education Planning, Customer Experience and Advice Tech.

    Numbers for each session are LIMITED so register early to avoid missing out on your first choice!

    Collaboration Zone

    Most conferences are so keen to rush you back into sessions that they don’t give you any time to collaborate on ideas or begin building your new models.  They really don’t even allow time to network.  Not at #LTMA20 – we encourage it so much we’ve created a new Colaboration Zone and dedicated time on Day 2 and 3 for you to hang out their with our Coaches, other Attendees and our Partners as well.

    Virtual Pass

    All of our sessions are recorded and converted into mini online courses – that you can go and complete (with CPD points attached) at any stage after the conference.  That way even if you attended or had to miss a fantastic session, you’ll still have access to it forever!

    Schedule-at-a-Glance

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    Enjoy Two and a Half  Days in the Melbourne Sunshine on the 11th, 12th & 13th of February, 2020

    Feb 11 – Pre-Con Workshops
    (Locations Differ for each Pre-Con)

    1:00 PM

    Pre-Con Part 1

    2:30 PM

    Break

    2:45 PM

    Pre-Con Part 2

    4:15 PM

    Break

    5:30 PM

    LTMA’20 School Social

    What You’ll Learn at #LTMA20 – Pre Conference Workshops

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    5 awesome Pre-Conference workshops built exclusively for #LTMA20

    This year we’re super excited to announce 5 x BONUS Pre-Conference Workshops – all included in your #LTMA20 Ticket Price.  Choose from sessions on Video, Investment Philosophy, Education Planning, Customer Experience and Advice Tech.

    Numbers for each session are LIMITED so register early to avoid missing out on your first choice!

    Taught By: Our Partner, Practitioner and Industry Coaches

    What You’ll Learn at #LTMA20 – Plenary Sessions

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    Photo by Stephen McKenzie (0425 846 182).

    Key Note – Taking Action Towards Your Mental Health

    You can’t have a conference theme around “School” and not bring in a legit Professor… which is why it is fantastic that Alex is taking time out from her busy researching schedule to spend some time with our LTMA20 attendees.

    So much of our time is focused on our own clients’ mental health and well being… but what about our own?  In this session Professor Parker will walk us through the positive actions we can all start making today, to take control of our own mental health – and share with us along the way, some of the amazing results that her research is creating in the field of the prevention and treatment of mental disorders.

    Taught By: Professor Alexandra Parker – Victoria University

    Plenary Sessions – Our Foundation Partner’s are bringing all new material just for you to LTMA’20

    These sessions will focus on the big picture themes that you need to help you and your advice firm become “2020’s Advice Ready”.  Check out the full session details here

    Taught By: MLC Life Insurance, BT, Sunsuper, Australian Unity, Midwinter & Netwealth

    The Great School Debate – #TeamOldSchool vs #TeamNewSchool

    Now now students… settle down… the School Debate will being shortly…”  said the School Principal as he takes the stage in front of the (small but eager) audience at LTMA’20…. “Let me firstly introduce to you the members of #TeamOldSchool and #TeamNewSchool.. 

    #TeamOldSchool

    • Melissa Crawford (School Captain) – MLC Life Insurance
    • Mark Stubbings / – Sunsuper
    • Colin Falls – Australian Unity
    • Anne Graham – Story Wealth

    #TeamNewSchool

    • Matt Heine (School Captain) – Netwealth
    • Julian Plummer / – Midwinter
    • Simon Barnett – BT
    • Peita Diamantidis – Caboodle Financial Services

    Following on from the huge success of the “Tech Stack Off in St. Kilda” we’ve decided to raise the stakes… this years battle will take us all back to high school… where we will bring a modern take to the classic School Debate.

    Team New School and Team Old School will battle it out to convince you that “The most important element of being 2020’s Advice Ready is….”

    Our LTMA Attendees will decide who wins using our interactive voting system… this is for bragging rights to start off the next decade…

    BRING IT ON!!!

    What You’ll Learn at #LTMA20 – Breakout Sessions

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    Image-60

    The “School” is growing.. so we’ve had to add another room to fit all our Teachers and Students in.   This year we’re bringing you 14 Breakout sessions split over 3 rooms.

    Breakout Sessions will cover:

    • Driving Your Business
    • Engaging Your Clients
    • Advice Excellence
    • Managing Your Teams
    • With 3 x Panels (Start Up, Growth, Next Stage Business)

    Taught By: The Advice Movement Practitioner, Industry and Partner Coaches.

    How You Build at #LTMA20 – Collaboration Zone

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    Hansen Hall

    Collaboration Zone + Teacher Access = Getting Started on your ‘2020s Advice Ready Model’ at #LTMA20

    One thing there is never enough of at conferences, is time to workshop ideas with the presenters… well not at #LTMA20.  We’ve dedicated a 2 hour block on day one and day two so that you can spend time with all the “Teachers” and start working on your 2020’s Advice Ready concepts…

    The Collaboration Zone will include:

    • Industry Coaches
    • Partner Coaches
    • Practitioner Coaches
    • Space to network
    • Caffeine Station

    What You’ll Try at #LTMA20 – Pop Up Preso Zone

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    Practice Your New Ideas or Presentations at our Pop Up Preso Zone

    Why should all our Teachers be the only ones that get to be on stage…. why can’t our ‘students’ a.k.a. attendees also get their voice out there as well?  Presenting, either one on one, or in a small or larger group, is an increasingly valuable skill to have to be considered an authority in your field.

    So at LTMA20 we’re giving our Attendees the chance to deliver their own session in our Pop Up Preso Zone… and to make it even more fun it will be a Silent Studio presentation – meaning your audience (of up to 50 attendees) will be listening in on headphones!!!

    Here’s how it will work:

    • 10 sessions per Collaboration Zone break per day (total of 20 sessions)
    • Sessions run for 10 minutes each
    • You must book your session time prior to the event (dedicated calendar link provided in late December)
    • Pop Up Zone located in Hansen Hall
    • 50 Headsets for your Audience
    • Can use powerpoint slides if you like or just roll ‘old school’ with no slides!
    125Max Attendees
    27Classes
    3Days
    1Awesome Event

    Venue & Social Functions

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    slv desks

    VENUE – STATE LIBRARY VICTORIA

    Established in 1854 as the Melbourne Public Library, State Library Victoria is Australia’s oldest public library and one of the first free public libraries in the world.  Their founders believed that access to knowledge was critical for the development of a civil and prosperous community, and created the Library as ‘the people’s university’ – a place of learning and discovery for all Victorians.

    This is why it is a perfect location for LTMA20 – as our industry reaches a cross road of decades and directions – the SLV serves as a focal point for us to combine the best parts of our history, as we write a new chapter in the Financial Advice story over the next decade.

    LTMA20 will also be one of the first conferences to have access to the brand new “Vision 2020” facilities made available as part of a $88.1 million project supported by the Victorian Government and philanthropic contributions.

    An amazing venue, for what will hopefully be an amazing event.

    welcome party

    BACK TO SCHOOL SOCIAL – 11th Feb

    What better way to finish an afternoon of busy brain work in your Pre-Con Workshops, than to meet up with the attendees from the other workshops to share a drink, some snacks and swap ideas.

    The “Back To School Social” will provide our LTMA20 attendees with a chance to meet up with friends, old and new… over a couple of drink and some light snacks on us…we’ll chuck some money behind the bar for our AM Family.  Those that are keen to stay on, can easily head out to a restaurant nearby.

    We’re excited to say the venue is Good Heavens… and if you haven’t been there before you’ll love how #Melbs it is….

    Prom Night (1)

    LTMA20 PROM NIGHT – 12th Feb

    We’re going to make this School Formal (or Prom Night) a night to remember for everyone.

    There are some things that just have to be done at a School Formal… like daggy dancing to some great old school and new school music… and just having a great time with your friends.

    Like any good “Prom” we will also be announcing the LTMA20 King and Queen – for two of our favourite AM Family members…

    Prom night will take place in the Isabella Fraser Room at State Library Victoria from 6pm to 9pm.. and this time we’ll provide the food and the drinks.

    And for those of you keen to kick on for a night cap… you can join us at Trunk Bar in the Rintel Room from 9pm

    Our Foundation Partners

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    Our Event Partners

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    Ticket Types & Prices – #LTMA20

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    3 pass types for different Industry roles – NB if you are on the ASIC Financial Adviser register you must purchase an “Adviser & Advice Business Owners” Ticket – Check the FAQs for more details.

    * Price excludes credit card surcharge

    ASPIRING ADVISERS

    $197*

    Entry Day 1 and Day 2
    Access to all Plenary & Breakout Sessions
    Collaboration Zone & Pop Up Preso Studio Access
    PLUS
    We’ll feed you both days &
    Supply your Coffee & Caffeine hits

    AND
    You can join us at the School Social and Prom Night functions if you like

    ***Bonus Stuff***
    + Attend one of the 5 Pre-Con Workshops (SPACES LIMITED)
    + Hang out with innovate Advice Businesses
    + Learn a heap of cool new stuff to lord over your Adviser mates
    + It’s still not at the Palladium
    + Make some new friends!
    + Access to the VIRTUAL PASS post event for $50
    + Thank an Industry Crew for reducing your ticket by $200

    ADVISERS & ADVICE BUSINESS OWNERS

    $397*

    Entry Day 1 and Day 2
    Access to all Plenary & Breakout Sessions
    Collaboration Zone & Pop Up Preso Studio Access
    PLUS
    We’ll feed you both days &
    Supply your Coffee & Caffeine hits

    AND
    You can join us at the School Social and Prom Night functions if you like

    ***Bonus Stuff***
    + Attend one of the 5 Pre-Con Workshops (SPACES LIMITED)
    + Hang out with innovate Advice Businesses
    + Learn a heap of cool new stuff to lord over your Adviser mates
    + It’s still not at the Palladium
    + Make some new friends!
    + Access to the VIRTUAL PASS post event for $50

    ADVICE INDUSTRY CREW

    $497*

    Entry Day 1 and Day 2
    Access to all Plenary & Breakout Sessions
    Collaboration Zone & Pop Up Preso Studio Access
    PLUS
    We’ll feed you both days &
    Supply your Coffee & Caffeine hits

    AND
    You can join us at the School Social and Prom Night functions if you like

    ***Bonus Stuff***
    + Attend one of the 5 Pre-Con Workshops (SPACES LIMITED)
    + Hang out with innovate Advice Businesses
    + Learn a heap of cool new stuff to lord over your Adviser mates
    + It’s still not at the Palladium
    + Make some new friends!
    + Access to the VIRTUAL PASS post event for $50
    + Thank an Industry Crew for reducing your ticket by $100

    + Counts for like – 15 Adviser Appointments surely!
    + Know that $100 from your Ticket supports the Aspiring Advisers

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