The Movement Begins!

    February 13 & 14, 2019

    We are not your normal financial advice conference – Less Talk | More Action means just that!  Two days of not just learning 21st century Financial Advice models, but actually building the bloody things!!!

    To prove we’re not same as the others, we’re going “Off Broadway” to the amazingly eclectic Alex Theatre in the seaside Melbourne suburb of St. Kilda – a stones throw from the big smoke, and a ripping location for a summer conference!

    Who should come along?

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    Any current or aspiring Financial Adviser that is focussed on providing their advice inside a 21st century advice model. Heck even if you’re an industry player and you’d like to see what the best of the best are doing – you can come along too!

    How is the conference style different?

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    Simple – we’ve gone and gotten the ‘best of the best’ when it comes to all things 21st century financial advice and business coaching… and we asked them to teach our attendees how to do exactly what they do, that makes them all stars!

    The way we’ll do it is in three parts:

    Watch Me - Day 1

    All of our performers will show you exactly what they do with their clients, that makes them a legend in their own space.

    Teach Me - Day 2

    Next, they’ll Teach you (both on Stage and then Back Stage) to start building your version of their tried and tested 21st century financial advice model.

    Coach Me - Post Event

    Finally, they’ll explain how they can support you post #LTMA19 to finish your build, test it and most importantly – implement the BLOODY THING!

    What You’ll Learn and start Building at #LTMA19

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    By joining us at #LTMA19 amongst a bunch of other cool stuff – you’ll learn “How To”:

    • Use Video and Virtual meetings with your clients
    • Renovate and then Automate your Advice process
    • Use Social and SEO to Increase your prospective clients
    • Build referral partnerships even when you’re a Start Up
    • Build your own “DIY Financial Advice” course
    • Develop an ‘A’ Grade Offer and Client Experience
    • Hack your Own Career Development and stop waiting for your Boss to do it for you!
    • Develop a Strategy for either Starting your own practice or joining someone else’s
    • Create an amazing Tech Stack from all of the FinTech related options in the market
    • Use Design Thinking – to put all of the pieces of your LTMA puzzle together when you get back to work.

    #LTMA19 Play Bill – Act 1 (Wed 13th Feb)

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    Prologue – The Movement Begins!

    The Advice Movement has begun, and one of it’s Leaders – Steve Crawford – will share with you it’s beginnings, and how the Advice Movement needs all of us, to help change Financial Advice for everyone.

    Read By: STEVE CRAWFORD

    AnneFuchsHR50

    Act 1 | Scene 1: Meet the average Aussie and find out what type of advice they really want from you!

    The average Australian wants and needs financial advice – but the type of advice they are looking for, and how they are looking to receive that advice is changing. In this LTMA Main Stage performance, Anne Fuchs, Sunsuper’s Head of Advice and Retirement, will share insights from Sunsuper’s research into what Australians are actually looking for when it comes to financial advice and dealing with those that provide it.

    Performed By: ANNE FUCHS in Theatre 1

    Act 1 | Scene 2 – Create Your Own Online Course

    The days of just ‘cloning’ yourself with more Financial Advisers, as the only way to help more people are over. Sure you can use technology to make your processes as efficient as possible, to ensure you’re maximising your time with your clients, but you’ll still cap out eventually.

    So why not take the best bits of your Financial Advice process and use a medium that allows you to grow your client base, scale up, and once it is built – take up almost none of your time? Through building your own Online Course you can do just that…

    Performed By: Steve Crawford in Theatre 1

    Hawkv2

    Act 1 | Scene 3 – Getting Referral Partner’s When You’re A Start Up

    Let’s be honest… everybody would love to have a constant stream of client referrals coming from a “Referral Partner” – the only problem… every business in the traditional referral partner space (Accountant, Mortgage Brokers, Lawyers etc.) has already had 100 other Financial Advisers seek them out for a ‘mutually beneficial relationship’.

    So when you’re starting out, or looking to grow, how the heck to do convince your target referral partner to send prospective clients your way?

    In this Scene, Matt will share with you the exact process that he has built that has led to years of growing referral relationships.  Including what to do and more importantly what not to do – to impress your potential partner’s right from the first phone conversation.

    Performed By: Matt Hawkins in Theatre 2

    thommo1

    Act 1 | Scene 4 – Video For Professional Services Businesses

    In this Scene, Phil Thompson will guide you through every element of the video creating process and how to implement it into your business processes no matter if you’re a sole practitioner or a large practice with a dedicated marketing resource.

    Phil is a Financial Adviser himself, so you know his process was built to fit into your day to day processes. Some of the things you’ll learn from watching this Scene include:

    • Different ways to use video in your business from client testimonials, internal communication to personalized client videos
    • Exactly what equipment you need and for what purpose
    • How to record and edit a video in house
    • How to create engaging content for social media.

    Performed By: Phil Thompson in Theatre 1

    Joshy and Robbo

    Act 1 | Scene 5 – Marketing Like A Boss – Online Domination = Lead Generation

    With so many different ways to run your online marketing, branding and social media presence it is hard to know how and where to start, how to get to the next level and if it is even worth spending time and money doing this. Our SEO and Social experts (Sammi & Josh) will guide you through a practical approach on how to master the art of your online and social media presence and how you can create a fun community, solidify your brand and best of all generate consistent warm leads of ideal clients.

    They will discuss, Facebook, Instagram, Google, websites, LinkedIn, SEO, Online Advertising and this will just scrape the surface!

    Performed By: Sammi Robinson & Josh Wingrove in Theatre 2

    Peita Diamantidis - Web Resolution-001

    Act 1 | Scene 6 – Renovation Before Automation

    In this Scene, Peita D will provide you with a step by step guide to to develop your practices in a way that ensures you can remain relevant while also forging your own path forward. You’ll cover techniques that will make small adjustments to the way you work on a day to day basis, in an effort to find that elusive extra time we can then apply to automating some stuff, as well as lay the foundations in your business to ensure any efforts you make to change and grow how you do things actually stick.

    Then you’ll learn ways to identify your first renovation project, and how to manage them to ensure you see them right through to successful completion. Finally it wouldn’t be an automation & innovation program if you didn’t look at how to use apps and programs so you will spend a good amount of time stepping through the different categories of apps you have at your disposal and even profile a handful of the better performers in each category.

    Performed By: Peita Diamantidis in Theatre 1

    002Mia Taylor Personal Financial Adviser

    Act 1 | Scene 7 – Build Your Career Path

    Most small Financial Advice businesses are setup to look after their clients and manage everything to do with their money – they aren’t exactly setup to develop their staff like a big Finance company. The problem if you’re an employee of a typical small finance business, is that Career development – if it happens at all – is largely left to “on the job training” and whatever role is vacant is the one to go for….

    If you’re like Mia, then you don’t want to sit around and wait for someone else to develop your career for you – you want to take control of this yourself. Whether you work in a big institution or a small business, you should develop your own Career plan like a BOSS!. In this Scene, Mia will teach you how to do just that, and supercharge your career development in the process.

    Performed By: Mia Taylor in Theatre 2

    The Don

    Act 1 | Scene 8 – Masterful Moves | Strategy For Start-Ups

    Strategy is one of those annoying things that everybody understands, but few can actually implement. It seems like Financial Planning firms are sometimes more prone to this than others. For too long the default strategy for starting a Financial Planning practice was “copy what has worked in the past for others” and then just run as hard and fast as you can. But few people genuinely believe that what has made firms of the past successful, will actually work in the future.

    The rules of the game have changed – no longer is it a safe bet to simply copy what has been done before. The most important strategies to have in place in the future may not have even been created yet. So what does that mean for those business owners and aspiring owners, who are either starting out now, or just started out?

    It means you need to understand how Strategy actually works, and what strategic decision making model will work best for you..both today and as things change in the future.

    Performed By: Steve Browning in Theatre 1

    Stew Bell

    Act 1 | Scene 9 – The Offer & The Experience

    For years advice businesses have achieved valuations that left accountants looking on in envy, but the question now is whether that traditional “stickiness” will endure in a hyper connected world where switching loyalty is no more than a button press or email away.

    Add into the mix the ongoing battle with the media, uncertainty around all things financial planning and the entrance of new players into an already under-realised market, and the question is being asked.

    Why would you pay ongoing fees to advisers, and what do you get for your money anyway? Answer all these questions and many more by joining Stew in this Scene!

    Performed By: Stewart Bell in Theatre 2

    Act 1 | Scene 10 – Design Thinking – Knowing the right problem to solve using your LTMA puzzle pieces!

    So you’ve taken the leap to attend the LTMA conference – maybe you are looking for something new, maybe you’ve identified a problem or challenge for your clients that you’d like to solve. But how do you know if the point you are starting from is the right one? How do you know whether your mindset is influencing whether you look at it as an insurmountable problem – or an opportunity for design? And how can you quickly test whether what you implement from these 2 days will bring you the greatest success?

    Russell and Mel will share with you a practical, repeatable approach to arriving at innovative solutions and help you come up with new answers to difficult problems.

    Performed By: Russell Hannah & Melissa Crawford in Theatre 1

    #LTMA19 Play Bill – Act 2 (Thur 14th Feb)

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    gallery-studio4

    Today Only – Back Stage Area Open

    On Thursday we will open up the “Back Stage” area – otherwise known an the Arthur Miller Studio… get it… “Death of a Salesman!” (well we think it’s pretty apt).

    The Backstage area is where all of our Cast will be when they aren’t on Stage in Act 2.  They’ll be there helping our audience to get stuck into building their 21st century Financial Advice models – so make sure you seek them out, and ask them for help.. that’s what they’re their for.

    Unlike most conferences where you are expected to attend every session… in Act 2 we want you to feel free to choose.  Go to Scene played by Cast you didn’t see in Act 1 – or just double up on the ones you really want to watch.

    Then spend your spare time hanging out in the Back Stage area with the Cast – or even take some down time by yourself, with a buddy, or your colleagues and head out to the Lounge area for quiet contemplation or just to build stuff by yourself.

    Performed By: All of our Cast when they aren’t on stage – in the Arthur Miller “Back Stage” Studio

    Act 2 | Scene 1 – Creating an international Super Financial Adviser

    Aussies love travelling to world and exploring new places, histories and experiences – yet when it comes to our financial advice models, we tend to adopt too much of a home town (or country bias).  That might be because in so many ways we lead the advice world, but that doesn’t mean we can’t learn from those providing advice abroad and the ways they are leading their own 21st century financial advice movements.

    In this panel discussion, facilitated by the one and only Aleks Vickovich, we will seek to create an international super Financial Advice model – for both current and aspiring Financial Advisers, by finding the best parts of advice from around the world today.

    Performed By: Aleks Vickovich with his Special Guest Cast – Alisdair Barr, plus two more to be announced.

    Act 2 | Scene 2 – The “Stack-Off” in St. Kilda – Building Tech Stacks on a Budget!

    Gone are the days of having one piece of software that runs your entire Financial Advice business.  These days it’s all about what you have in your “Tech Stack” that counts.  The problem is most so called experts have awesome suggestions for what to put in your Tech Stack – but no care for how much it costs!  But not our Tech Stack boxers… Matt (Netwealth) and Julian (Midwinter & Kamino) will step onto the stage and battle it out for your votes using set amounts of virtual Tech Stack dollars…

    Each will be building their own Tech Stack on theoretical budgets.. Two go in… One Tech Stack Boxer will reign supreme!  Ego’s will be bolstered and battered in this battle between two Industry heavyweights!

    Performed By: Matt Heine & Julian Plummer in Theatre 1

    Narrated By: Andrew Braun & Naomi Christopher

    Act 2 | Scenes 3 to 6 – Teach Me How to Do What You Do!

    Act 2 is all about “Teach Me” how to do what you do… Our Performers are well rested from the opening Act and are ready to pull apart their 21st century financial advice models and show you exactly how they do what they do, that makes them a leader in their field.

    You don’t need to have seen their opening act to benefit from Act 2 – so even if you missed it you can still join in.  If you joined them in Act 1 then you know exactly what you’re looking for when they hit the stage in Act 2.

    Bring your Laptops/Macbooks for these scenes folks… it’s time to get Building!

    Performed By: Steve Crawford followed by Phil Thompson in Theatre 1

    Performed By: Matt Hawkins followed by Sammi Robinson & Josh Wingrove in Theatre 2

    Act 2 | Scenes 7 to 10 – Teach Me How to Do What You Do!

    Act 2 is all about “Teach Me” how to do what you do… Our Performers are well rested from the opening Act and are ready to pull apart their 21st century financial advice models and show you exactly how they do what they do, that makes them a leader in their field.

    You don’t need to have seen their opening act to benefit from Act 2 – so even if you missed it you can still join in.  If you joined them in Act 1 then you know exactly what you’re looking for when they hit the stage in Act 2.

    Bring your Laptops/Macbooks for these scenes folks… it’s time to get Building!

    Performed By: Peita Diamantidis followed by Steve Browning in Theatre 1

    Performed By: Mia Taylor followed by Stewart Bell in Theatre 2

    Act 2 | Scene 11- The Curtain Call – Live Design Thinking Session

    And this brings us to our favourite scene in the play… the one where our Audience gets to play a staring role!  That’s right… we’ll be bringing 5 of our Audience on stage to participate in a “Live” Design Thinking session facilitated by our Cast… it’s going to get pretty intense on stage so thankfully we’ve got someone with a cool head to keep everyone focussed and under control.

    Directed By: Fraser Jack and Performed By Our Audience Members in Theatre 1

    Assisted By: Our Cast

    Final Curtain – Where To From Here?

    In show business they say you should always leave the audience “wanting more” – so after the applause has died down, the cast have taken their well earned bows and caught some flowers, the time will come to close the final curtain.

    But unlike most conferences where the final curtain stays closed, and the attendees are set off back into the wide world on their own for another year – we want our audience to stay with us between performances.

    And so just before the curtain closes for the final time on #LTMA19, we’ll share with you what’s next, and how you can keep the show going when you head back to the office or home office or virtual office, to start running running your 21st century financial advice models.

    Closed by Steve Crawford

    200Max Attendees
    21Scenes
    2Acts
    1Awesome Event

    Venue, Accommodation & Cast Party

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    VENUE

    When we were looking for a location to hold our “Off Broadway” Financial Advice conference we knew that we needed a location with a story, and a history… something that felt like it was a part of what we were trying to achieve at LTMA19…and boy howdy did we find just the right location for that.   We’d like to meet Alex!

    Situated in the heart of the vibrant seaside Melbourne suburb of St. Kilda – the Alex Theatre caters for every type of event from musical theatre, jazz, to opera and films – and now a financial advice conference.

    LTMA19 will have exclusive access to the whole venue for both days of our event, meaning that Alex will be like our home away from home…. giving us access to both amazing Theatres, a Lounge and also the Studio (aka – Back Stage) – it is the perfect Venue for what we’re trying to achieve.

    Novotel 2

    HOTEL – NOVOTEL ST. KILDA

    The Novotel Melbourne St Kilda is a premier beach hotel with 4-star accommodation overlooking Port Philip Bay.

    Room rates:
    Standard Queen / Twin Room – Non Bay View – $190.00 room only, per night
    Superior King / Twin Room – $210.00 room only, per night
    Family room / Executive King Room – $255.00 room only, per night

    *Note the above rates are subject to availability on the day booking is processed.
    **Rates would be available up until 12th January 2019.
    Add on discounted breakfast option for $19 per person per day
    Add on discounted parking option for $15 per vehicle per night of stay

    Cancellation Policy: no cancellation no amendment allowed once booking is processed.

    Contact the Reservation Team on 03 9525 5522 or h1506@accor.com and quote LTMA120219 (If emailing, please advise name, date of arrival/departure, number of persons, code reference #, credit card details to guarantee etc.)
    A credit card will be required at time of booking to confirm the reservation and full PREPAYMENT.

    Rydges2

    HOTEL – RYDGES ST. KILDA

    Rydges St Kilda offers bright and contemporary accommodation moments from the beach.

    Room rates:

    Superior Queen / Twin Room

    $165.00 room only, per night

    *Note the above rate is subject to availability on the day booking is processed.

    Add on discounted breakfast option for $20 per person per day

    Cancellation Policy: 30 day cancellation notice required

    Contact the Reservation Team on 03 8530 8888 or reservations_rydgesstkilda@evt.com.au and quote Less Talk More Action

    A credit card will be required at time of booking to confirm the reservation and full PREPAYMENT.

    Dorchester - Lounge 4

    CAST PARTY

    Like us in a lot of ways, our Cast Party venue – The Dorchester (currently known as Phamish) – started out as something and has grown and evolved into something new and exciting.  Don’t let their website put you off… the LTMA team have scoured the St.Kilda foreshore and the location, atmosphere, food, drinks and vibe are amazing at The Dorchester.

    Our Cast Party happens on the evening of the 13th of Feb, and is a “By Invitation Only” party… how do you get your invite your ask?  All you need to do is register for the event and you’re in!

    Schedule-at-a-Glance

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    Enjoy Two Days in the St. Kilda Sunshine on the 13th & 14th of February, 2019

    ACT 1 • WED, FEB 13

    08:00 AM

    Doors Open

    08:30 AM

    Prologue – The Movement Begins

    08:45 AM

    Act 1 | Scene 1 – Meet the average Australian

    09:45 AM

    Act 1 | Scene 2 – Create Your Own Online Course

    09:45 AM

    Act 1 | Scene 3 – Getting Referral Partner’s When You’re A Start Up – Theatre 2

    10:45 AM

    Intermission – Coffee & Morning Tea Provided

    11:00 AM

    Act 1 | Scene 4 – Video For Professional Services Businesses

    11:00 AM

    Act 1 | Scene 5 – Marketing Like A Boss – Theatre 2

    12:00 PM

    Intermission – Lunch Provided

    12:45 PM

    Act 1 | Scene 6 – Renovation Before Automation

    12:45 PM

    Act 1 | Scene 7 – Build Your Career Path – Theatre 2

    02:00 PM

    Act 1 | Scene 8 – Masterful Moves | Strategy For Start-Ups

    02:00 PM

    Act 1 | Scene 9 – The Offer & The Experience – Theatre 2

    03:00 PM

    Intermission – Coffee & Afternoon Tea Provided

    03:30 PM

    Act 1 | Scene 10 – Design Thinking

    04:30 PM

    End of Act 1 – The Movement Continues

    06:00 PM

    Cast Party – Exclusive Entry to first 200 Registrations

    ACT 2 • THUR, FEB 14

    07:45 AM

    Doors Open

    08:15 AM

    Act 2 | Scene 1 – Creating An International Super Adviser

    08:50 AM

    Act 2 | Scene 2 – The “Stack-Off” in St. Kilda

    10:00 AM

    Act 2 | Scene 3 – Create Your Own Online Course (Teach Me)

    10:00 AM

    Act 2 | Scene 4 – Getting Referral Partner’s When You’re A Start-Up (Teach Me) – Theatre 2

    11:00 AM

    Intermission – Coffee & Morning Tea Provided

    11:15 AM

    Act 2 | Scene 5 – Video For Professional Services Businesses (Teach Me)

    11:15 AM

    Act 2 | Scene 6 – Marketing Like A Boss (Teach Me) – Theatre 2

    12:15 PM

    Intermission – Lunch Provided

    12:50 PM

    Act 2 | Scene 7 – Renovation Before Automation (Teach Me)

    12:50 PM

    Act 2 | Scene 8 – Build Your Career Path (Teach Me) – Theatre 2

    02:00 PM

    Act 2 | Scene 9 – Masterful Moves | Strategy For Start-Ups (Teach Me)

    02:00 PM

    Act 2 | Scene 10 – The Offer & The Experience (Teach Me) – Theatre 2

    03:30 PM

    Act 2 | Scene 11 – The Curtain Call – Live Design Thinking Hacking Session

    03:00 PM

    Intermission – Coffee & Afternoon Tea Provided

    04:45 PM

    Final Curtain – Where To From Here?

    Our Partners

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    Register for #LTMA19 – First 200 Rego’s include entry to the Cast Party!

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    3 pass types for different Industry roles

    * Price excludes $4 Ticketek Fee (per Ticket) and ~$3.95 Handling Fee (per Transaction)

    ASPIRING ADVISERS

    $197*

    Entry Day 1 and Day 2
    Scenes in Theatre 1 and Theatre 2
    Backstage & Lounge Access
    PLUS
    We’ll feed you both days &
    Supply your Coffee & Caffeine hits

    AND
    You can come to the Cast Party if you’re one of the 1st 200 Rego’s

    ***Bonus Stuff***
    + Hang out with innovate Advice Businesses
    + Learn a heap of cool new stuff to lord over your Adviser mates
    + It’s not at the Palladium
    + Make some new friends!
    + Access to the VIRTUAL PASS post event for $47
    + Thank an Industry Crew for reducing your ticket by $100

    ADVISERS & ADVICE BUSINESS OWNERS

    $297*

    Entry Day 1 and Day 2
    Scenes in Theatre 1 and Theatre 2
    Backstage & Lounge Access
    PLUS
    We’ll feed you both days &
    Supply your Coffee & Caffeine hits

    AND
    You can come to the Cast Party if you’re one of the 1st 200 Rego’s

    ***Bonus Stuff***
    + Hang out with innovate Advice Businesses
    + Learn a heap of cool new stuff to lord over your Adviser mates
    + It’s not at the Palladium
    + Make some new friends!
    + Access to the VIRTUAL PASS post event for $97

    ADVICE INDUSTRY CREW

    $397*

    Industry People this Ticket is for you!
    You’ll get all the same stuff that the Advisers and Aspiring Advisers get

    AND
    You can come to the Cast Party if you’re one of the 1st 200 Rego’s

    ***Bonus Stuff***
    + Hang out with innovate Advice Businesses
    + Learn a heap of cool new stuff to share with your other Advisers
    + It’s not at the Palladium
    + Counts for like – 15 Adviser Appointments surely!
    + Know that $100 from your Ticket subsides our future – the Aspiring Advisers

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