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?

    _

    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?

    _

    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

    _

    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)

    12:45 PM

    Arrive at Pre-Con Location (Foundation Partner Office)

    1:00 PM

    Pre-Con Part 1

    2:30 PM

    Break

    2:45 PM

    Pre-Con Part 2

    4:15 PM

    Break

    6:00 PM

    LTMA’20 School Social

    Feb 12 – LTMA’20 Day 1
    (State Library Victoria)

    8:00 AM

    Doors Open

    8:30 AM

    Roll Call & Welcome

    9:00 AM

    Plenary 1 – Professor Parker

    9:50 AM

    Plenary 2 – MLC Life Insurance

    10:35 AM

    Morning Recess

    11:05 AM

    Breakout Sessions 1 – 3

    11:55 AM

    Breakout Sessions 4 – 6

    12:40 PM

    Lunch + Collaboration Zone + Pop Up Preso’s

    2:30 PM

    Plenary 3 – Midwinter

    3:20 PM

    Breakout Sessions 7 – 9

    4:10 PM

    The Big School Debate – #OldSchool vs #NewSchool

    5:00 PM

    Break

    06:00 PM

    LTMA’20 Prom Night

    Feb 13 – LTMA’20 Day 2
    (State Library Victoria)

    8:00 AM

    Doors Open

    8:30 AM

    Roll Call & Day 1 Recap

    8:45 AM

    Plenary 4 – Sunsuper

    9.35 AM

    Breakout Sessions 10 – 12

    10:20 AM

    Morning Recess

    10:50 AM

    Plenary 5 – Australian Unity

    11:40 AM

    Breakout Sessions 13 – 15

    12:25 PM

    Lunch + Collaboration Zone + Pop Up Preso’s

    02:15 PM

    Plenary 6 – Netwealth

    03:05 PM

    Plenary 7 – BT

    03:55 PM

    School’s Out – What’s next?

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

    _

    Pre-Con 1: How to Use Video to Nail and Scale Your Insurance Advice Process

    Workshop learning outcomes

    – Identify and apply changes to areas of the life insurance advice process that can be ‘digitised’ to enhance your advice process and client experience

    • Develop a preassessment process to enhance your client experience and advice recommendation
    • Learn how to build a pre-built video library to improve the efficiency of your process and client engagement

    If you’ve ever wanted to learn how to:
    – create a video library
    – Improve your virtual meeting skills
    – Use technology like jotform to improve your pre-assessment process

    Then this is a workshop not to be missed

    Taught By: Phil Thompson & Walid Harach (MLC Life Insurance)

    Pre-Con 2: School’s in Session…. Building an Education Planning & Funding offer for your Family clients.

    Steve Crawford – Head Teacher for Education Planning will teach you how to:
    o Position the value of Education Planning during your prospective client discussions
    o Help your clients understand how much they can afford for their Education Plan both now and in the future
    o Objectively facilitate your client’s discussion and decision around their kids’ Education path
    o Propose an Education Funding option that helps them lower their Education Planning costs.

    Paul Bugg & Guest – Head Teacher for Education Funding will:
    o Teach you an in-depth discussion of the traditional education funding methods
    o Run a session on Investment Bond myth-busting,
    o Explore a case study with the group considering how Investment Bonds and specifically Education Bonds may provide a solution in preparing for future education costs.

    Taught By: Steve Crawford and Paul Bugg (Australian Unity)

    Pre-Con 3: Advice Tech Roadmap and Business Upgrade & Automation Workshop

    AdviceTech Roadmap Workshop (Part 1)
    This part of the workshop will help you prioritise and develop an AdviceTech roadmap for your business.

    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)

    During this part of the workshop, we will 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 tools & cheat sheets to enable you to run one of these workshops yourself back in the office.

    Taught By: Andrew Braun (Netwealth) and Peita Diamantidis

    Pre-Con 4: The X Factor

    In this workshop brought to you 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:

    • going beyond the loyalty points program,
    • future-proofing clients for success.
    • cross-industry examples from around the world, and t
    • the behavioural science of why these trends matter.

    Then Audere Founder & Business Coach Stewart Bell (The Leveraged Advice Firm, Finnovation) will dive into the practical things you can do to leverage this insight in your business straight away, including:

    • How to scale your client engagement and communication to add value and bring clients closer.
    • How to engage, involve and ultimately retain clients longer by controlling that all-important first 90 day experience.

    Key factors to get pricing and service offers right and the role tech can play in bringing the human-to-human element to the fore.

    Taught By: Laura Dinneed & Sarah Murray (BT) and Stewart Bell

    Pre-Con 5: Portfolio Construction for the 2020’s and beyond

    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 Focussed and Member Focussed Investment approaches.

    The Workshop Agenda includes:

    • Developing a process to step through client needs, problem solving objections or hurdles, exploring possible solutions and ultimately having a fully engaged client on board with your investment recommendations
    • Worked examples of different Portfolio Construction approaches
    • Case studies of different client types and approaches to building investment portfolios
    • Some suggested models that you can deploy back in the office.

    The Workshop Learning outcomes will be that you will have:

    • Developed the basis of your 2020’s Investment Philosophy including a stress test of your current approach, and any new approaches you might choose to adopt
    • Built a working model for constructing investment portfolios to meet a broad range of client needs
    • Explored different ways to help clients reconcile between their investment needs and wants, ultimately making an informed investment decision.

    Taught By: Andrew Fisher & Anne Blayney (Sunsuper) & Anne and David Graham

    What You’ll Learn at #LTMA20 – Plenary Sessions

    _
    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

    Session details will be available late 2019.

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

    The Great School Debate – Team Old School vs Team New School

    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 across the 4 areas of the DR.EAM Practice Management framework to pitch their very own Ideal 2020’s Advice Ready firm…

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

    BRING IT ON!!!

    Team New School & Team Old School: To Be Announced Soon

    What You’ll Learn at #LTMA20 – Breakout Sessions

    _
    Image-60

    15 Break Out Sessions over 2 Days – More Details Provided Soon!

    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 15 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: Teacher and Session Details coming soon.

    How You Build at #LTMA20 – Collaboration Zone

    _
    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:

    • Partner Coaches
    • Practitioner Coaches
    • Space to network
    • Charge Bars
    • Caffeine Station

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

    _

    Practice Your New Ideas or Presentations at our Pop Up Preso Zone – LTMA20x20

    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 20 of 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 5 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!
    200Max Attendees
    27Classes
    3Days
    1Awesome Event

    Venue, Accommodation & Cast Party

    _
    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.

    slv front

    LTMA20 Conference Hotel – to be announced soon

    Our events team are currently negotiating some options for you to consider.  If you wanted to book your own AirB’n’B then that is cool as well.

    There are plenty of options around the SLV to choose from.

    We will provide more details as they become available.

    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 complimentary drink and some light snacks.  Those that are keen to stay on, can easily grab a table for dinner, or head out to a restaurant nearby.

    We’re still locking down the venue, but fair to say it will be in a great location with a great view.. and decent food options and prices for those looking to stick around for dinner.

    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…

    We’re still locking down the venue, but again it will be in a great location with a great view.. and this time we’ll provide the food and the drinks.

    Our Foundation Partners

    _

    Our Event Partners

    _

    Ticket Types & Prices – #LTMA20

    _

    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

    $297*

    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

    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

    Stay Informed

    Get important updates about the upcoming conference – attending, connecting, speaking, exhibiting, sponsoring, and more. Plus, helpful articles. Never any spam. Unsubscribe anytime.