LTMA Launch Pad – Blueprint Sessions and Speakers

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Session 1 – Meet the First Timers

Monday 23rd November @ 11:00am

Session overview

This is the opening Blueprint session on “First Timers” day – so I’ll be setting the scene for the day’s sessions including:

  • An overview of the upcoming sessions
  • A walkthrough on how to attend each session
  • How you can start to use your Workbooks
  • Ways to communicate with your fellow LTMA Launch Pad attendees inside the Virtual Collaboration Zone
  • And explain how to get the most out of the sessions and your CPD Hour entitlement

Session run by: Steve Crawford (The Advice Movement / Experience Wealth / Your Spending Coach)

CPD Allocation – n/a

Session 2: Panel Discussion on “What does 2020’s Financial Advice look like for First Timer clients?”

Monday 23rd November @ 11:15am

Session overview

In this Panel Discussion we’re bringing you some of the best in the business, when it comes to understanding exactly what “First Timer” clients need (and want) from a Financial Advice relationship.

Our Moderator, Mark Akeroyd will ask the panellists questions relating to all aspects of what is required to deliver a fantastic advice experience for clients in this lifestage.  Including:

  • What ‘Advice’ looks like for these clients
  • The types of services or solutions they use to deliver that advice
  • Where they go to attract these types of clients
  • Where they’d suggest was the best place to start, for an LTMA Launch Pad Project, focussed on this type of client

Panel moderated by: Mark Akeroyd (MLC Advice) w/ guests Catherine Belford (Focused Wealth), Jessica Byrnes (Story Wealth), Adriana Day (Experience Wealth) & Mike Mayrand (Financially Sound)

CPD Allocation – TBC

Session 3: The fight for future markets – how to attract and engage 1st time buyers

Monday 23rd November @ 12:15pm

Session overview

This session, brought to you by our partners at Integrity Life will look at the next major demographic and economic customer segment – Millennials. What makes them tick? What is their ideal product mix? What are their pain-points and how can advice businesses present an approach to risk and financial security that will attract and retain this demographic?

This session will be include global research on consumer trends and local research conducted by Integrity Life. In addition, we will be providing a guide on:

  • how to adapt your marketing
  • acquisition strategies to maximize your leads
  • how to get your share of this important future market.

Session run by: Natalie Sargeant (Head of Customer Experience)
& Jordan Kerr (Content & Conversations Manager)

CPD Allocation – TBC

Session 4: Millennials. Frivolous or Chivalrous?

Monday 23rd November @ 1:30pm

Session overview

This session, brought to you by our partners at Sunsuper will look at the next major demographic and economic customer segment – Millennials.

Millennials are often considered by many to be frivolous more concerned with Instagram then forward planning. However, they can be the strongest referral base of your business. How Advisers’ can engage with Millennials has been widely discussed but Sunsuper wants to look at how Millennials want to engage with Advisers.

In addition to looking at how do Millennials want to engage with Advice Practices, we will be discussing:

  • De-Mystifying Investing for the generation who are “Google” experts
  • What Investment goals are they aiming for and what are their expectations
  • What are the key Investment Strategies that Millennials are focused on in 2020 and beyond

Session run by: Lauren Matthews & Gerard Bailey

CPD Allocation – TBC

Session 5: Business & Advice models designed for First Timer clients

Monday 23rd November @ 2:30pm

Session overview

This session, brought to you by the amazing Peita Diamantidis from Caboodle Financial Services, is all about making sure that you have the right type of look and feel from a business and client offer, to attract, retain and hopefully drive referrals from First Timer clients.  Peita is still putting the finishing touches to her session but she has told me that it will cover:

  • your client engagement model
  • your pricing & packaging
  • your client experience / technology
  • your systems and processes
  • your team

Session run by: Peita Diamantidis (Caboodle Financial Services)

CPD Allocation – TBC

Session 6: First Timers next steps

Monday 23rd November @ 3:15pm

Session overview

This is the closing Blueprint session on “First Timers” day – so I’ll be highlighting some of the key themes from our sessions during the day, and giving you everything you need to know, if you decide to choose one of these sessions for your “10 Week Launch Plan Project” including:

  • Reminders on how you can start to use your Workbooks
  • Ways to communicate with your fellow LTMA Launch Pad attendees inside the Virtual Collaboration Zone
  • Letting you know what support you’re going to receive during your 10 Week Launch Plan Project
  • Positioning what will happen in the Build Sessions for First Timer in Dec (9th), January (13th) and Feb (3rd)

Session run by: Steve Crawford (The Advice Movement / Experience Wealth / Your Spending Coach)

CPD Allocation – n/a

Session 7: Meet the Inbetweeners

Tuesday 24th November @ 11:00am

Session overview

This is the opening Blueprint session on “Inbetweeners” day – so I’ll be setting the scene for the day’s sessions including:

  • An overview of the upcoming sessions
  • A walkthrough on how to attend each session
  • How you can start to use your Workbooks
  • Ways to communicate with your fellow LTMA Launch Pad attendees inside the Virtual Collaboration Zone
  • And explain how to get the most out of the sessions and your CPD Hour entitlement

Session run by: Steve Crawford (The Advice Movement / Experience Wealth / Your Spending Coach)

CPD Allocation – n/a

Session 8: Panel Discussion on “What does 2020’s Financial Advice look like for Inbetweener clients?”

Tuesday 24th November @ 11:15am

Session overview

In this Panel Discussion we’re bringing you some of the best in the business, when it comes to understanding exactly what “Inbetweener” clients need (and want) from a Financial Advice relationship.

Our Moderator, Alisdair Barr from Striver will ask the panellists questions relating to all aspects of what is required to deliver a fantastic advice experience for clients in this lifestage.  Including:

  • What ‘Advice’ looks like for these clients
  • The types of services or solutions they use to deliver that advice
  • Where they go to attract these types of clients
  • Where they’d suggest was the best place to start, for an LTMA Launch Pad Project, focussed on this type of client

Panel moderated by: Alisdair Barr (Striver) w/ guests Nicole Heales (Nicole Heales Financial), Shaun Hunt (Hunt Wealth), Natallia Smith (Tru Wealth) & Reuben Zelwer (Adapt Wealth)

CPD Allocation – TBC

Session 9: Insurance Advice for Inbetweeners

Tuesday 24th November @ 12:15pm

Session overview

This session, brought to you by our partners at Metlife,

Generation X, or Inbetweeners, are working hard, playing harder, at their peak earning capacity, and loaded with debt and boomerang kids.  They know they need life insurance but they don’t understand our jargon.  How can you give them want the need,  protect what they want, and make it simple for them to understand?

This session gives you tips and traps to communicate the key points about life insurance and build stronger relationships with your Inbetweener clients.

Session run by: Dr Jeffrey Scott (Head of Advice Strategy) & Rachel Towell (National Distribution Manager)

CPD Allocation – TBC

Session 10: The “Inbetweeners” – Advising Generation X

Tuesday 24th November @ 1:30pm

Session overview

This session, brought to you by our partners at Australian Unity will explore this critical component of the advice process for Inbetweener clients. The GEN Xer’s – the generation many forgot about!

Generation X – those born between 1965-1980, are often referred to as the forgotten generation, and have very different priorities and investment goals to the Baby-Boomers that preceded them. Tried and true strategies that work for Baby Boomers quite often miss-the-mark for clients of subsequent generations.

This session identifies the needs and concerns that keep the Gen Xer’s awake at night, and how the Investment Bond Renaissance and a range of strategies can help Gen X clients achieve their lifestyle goals and objectives.

In this session, Australian Unity will delve into:

  • Identification of the very different goals and objectives that Gen X clients have and what their motivators are.
  • The recently proposed tax changes, and how a range investment bond strategies can help advice providers further engage with both new and existing Gen X clients.
  • The question of where is an investment Bond appropriate, and where it is not?

Session run by: Kellie Crouch & Ryan Francis (Australian Unity)

CPD Allocation – TBC

Session 11: Business & Advice models designed for Inbetweener clients

Tuesday 24th November @ 1:30pm

Session overview

This session, brought to you by a bloke who just refuses to leave the bloody stage, Steve Crawford from The Advice Movement (and Experience Wealth), is all about making sure that you have the right type of look and feel from a business and client offer, to attract, retain and hopefully drive referrals from Inbetweener clients.  Steve is still putting the finishing touches to his session but he has told me that it will cover:

  • your client engagement model
  • your pricing & packaging
  • your client experience / technology
  • your systems and processes
  • your team

Session run by: Steve Crawford (The Advice Movement / Experience Wealth / Your Spending Coach)

CPD Allocation – TBC

Session 12: Inbetweener next steps

Tuesday 24th November @ 3:15pm

Session overview

This is the closing Blueprint session on “Inbetweener” day – so I’ll be highlighting some of the key themes from our sessions during the day, and giving you everything you need to know, if you decide to choose one of these sessions for your “10 Week Launch Plan Project” including:

  • Reminders on how you can start to use your Workbooks
  • Ways to communicate with your fellow LTMA Launch Pad attendees inside the Virtual Collaboration Zone
  • Letting you know what support you’re going to receive during your 10 Week Launch Plan Project
  • Positioning what will happen in the Build Sessions for Inbetweeners in Dec (10th), January (14th) and Feb (4th)

Session run by: Steve Crawford (The Advice Movement / Experience Wealth / Your Spending Coach)

CPD Allocation – n/a

Session 13: Meet the O.K. Boomers

Wed 25th November @ 11:00am

Session overview

This is the opening Blueprint session on “O.K. Boomers” day – so I’ll be setting the scene for the day’s sessions including:

  • An overview of the upcoming sessions
  • A walkthrough on how to attend each session
  • How you can start to use your Workbooks
  • Ways to communicate with your fellow LTMA Launch Pad attendees inside the Virtual Collaboration Zone
  • And explain how to get the most out of the sessions and your CPD Hour entitlement

Session run by: Steve Crawford (The Advice Movement / Experience Wealth / Your Spending Coach)

CPD Allocation – n/a

Session 14: Panel Discussion on “What does 2020’s Financial Advice look like for O.K. Boomer clients?”

Wednesday 25th November @ 11:15am

Session overview

In this Panel Discussion brought to you by Jenesis Consulting, we’re bringing you some of the best in the business, when it comes to understanding exactly what “O.K Boomer” clients need (and want) from a Financial Advice relationship.

Jenny Pearse, will ask the panellists questions relating to all aspects of what is required to deliver a fantastic advice experience for clients in this lifestage.  Including:

  • What ‘Advice’ looks like for these clients
  • The types of services or solutions they use to deliver that advice
  • Where they go to attract these types of clients
  • Where they’d suggest was the best place to start, for an LTMA Launch Pad Project, focussed on this type of client

Panel moderated by: Jenny Pearse (Jenesis) w/ guests Martin McGrath (Financial Edge), Anne Graham (Story Wealth) & James Wortley (Enlightened Financial Solutions)

CPD Allocation – n/a

Session 15: Insurance needs of your “Boomer” clients

Wednesday 25th November @ 12:15pm

Session overview

Who are your Boomer clients? What do we know about them and their insurance needs?

This session, brought to you by our partners at MLC Life Insurance, will dive into how these clients’ needs change and what is most important to them when it comes to insurance.

  • How do you continue to advise these clients on insurance?
  • What advice strategies can you use to manage needs vs affordability?
  • What levers can be pulled from a product point of view?
  • How do you continue to meet Best Interest Duty?

These are some of the questions we will explore in our session. Along with looking at claims statistics that impact this generation and how you might best engage with them.

Session run by: Donna Wilson (Distribution Engagement Manager) & Justine Marquet (Head of Product Technical Services and Regulatory Services)

CPD Allocation – TBC

Session 16: Boomers and Best Interest – Moving beyond ‘comply’ to ‘live-by’

Wednesday 25th November @ 1:30pm

Session overview

Is the fear of failing to meet regulatory compliance driving the right outcomes when it comes to ‘acting in a clients’ best interest’?

Often in our conversations with advisers, we come across those who are struggling to deal with Best Interest Duty when it comes to providing investment advice.

But what if we were to approach our investment conversations with pre-retiree advice seekers from a completely different point of view, one where the issue of meeting Best Interest Duty completely resolves itself?

The IP team will delve into how changing the client conversation around investment preferences, values and goals, has the potential to transform the way you provide and deliver investment advice to those transitioning to and in retirement (whilst all the while, complying with Best Interest with ease).

This presentation will include a live case study – a role play between adviser (Phil) and client (Naomi).

This promises to be an intriguing and thought-provoking session for advisers, on a provocative topic. Come along and be challenged!

Session run by: Phil Pilgrim (Corporate Development Executive) and Naomi Christopher (National Manager – Marketing & Communications)

CPD Allocation – TBC

Session 17: Business & Advice models designed for O.K. Boomer clients

Wednesday 25th November @ 2:30pm

Session overview

This session, brought to you by Elixir Consulting, is all about making sure that you have the right type of look and feel from a business and client offer, to attract, retain and hopefully drive referrals from O.K. Boomer clients.  The Elixir team are still putting the finishing touches to his session but they have told me that it will cover:

  • your client engagement model
  • your pricing & packaging
  • your client experience / technology
  • your systems and processes
  • your team

Session run by: Lana Clark & Monique Le Roux

CPD Allocation – TBC

Session 18: O.K. Boomer next steps

Wednesday 25th November @ 3:15pm

Session overview

This is the closing Blueprint session on “O.K. Boomer” day – so I’ll be highlighting some of the key themes from our sessions during the day, and giving you everything you need to know, if you decide to choose one of these sessions for your “10 Week Launch Plan Project” including:

  • Reminders on how you can start to use your Workbooks
  • Ways to communicate with your fellow LTMA Launch Pad attendees inside the Virtual Collaboration Zone
  • Letting you know what support you’re going to receive during your 10 Week Launch Plan Project
  • Positioning what will happen in the Build Sessions for O.K. Boomers in Dec (11th), January (15th) and Feb (5th)

Session run by: Steve Crawford (The Advice Movement / Experience Wealth / Your Spending Coach)

CPD Allocation – n/a

Session 19: Introducing Advice Seeker Day

Thursday 26th November @ 11:00am

Session overview

This is the opening Blueprint session on “Advice Seekers” day – so I’ll be setting the scene for the day’s sessions including:

  • An overview of the upcoming sessions
  • A walkthrough on how to attend each session
  • How you can start to use your Workbooks
  • Ways to communicate with your fellow LTMA Launch Pad attendees inside the Virtual Collaboration Zone
  • And explain how to get the most out of the sessions and your CPD Hour entitlement

Session run by: Steve Crawford (The Advice Movement / Experience Wealth / Your Spending Coach)

CPD Allocation – n/a

Session 20: Making the Invisible Visible: Exploring Implicit Bias and Promoting Equity

Thursday 26th November @ 11:15am

Session overview

This session is being delivered as part of The Advice Movements, Diversity Action Program.  And we’re proud to have Alex Kelly join us on the LTMA Launch Pad stage to help us all understand different ways that we can start to build a more diverse and inclusive community for every Australian.

In this session we will explore implicit bias, discuss the business benefits of promoting diversity and inclusion and provide some quick tips on how to get started.

Alex Kelly has worked in the Life Insurance industry for the last 20 years, both in Australia and overseas. While her principle occupation is an Insurance Underwriter, Alex also works on the Diversity and Inclusion council within her organisation as well as being involved with the Diversity Action Group for the Advice Movement. Alex’s passion for diversity and inclusion first came about about due to being a gay female working in a predominantly straight male environment. However this passion has now extended to all facets of diversity including gender equity, LGBTQIA+ and BIPOC.

Session run by: Alex Kelly

CPD Allocation – TBC

Session 21: The great consumer shift: how Covid-19 has changed customer expectations forever

Thursday 26th November @ 12:15pm

Session overview

Demand for digital services was already on the rise, with the nation embracing streaming services like Netflix, but the digitisation of some industries were lagging. With the shock of Covid-19 consumers have flocked to online virtual meet-ups, online shopping, online health services and other digital only services. As a result, client expectations will never be the same.

In this session, Netwealth will consider how this has impacted the way we work, the way we consume, the way we play and how we interact with one another.

We will draw on research from Netwealth’s 2020 AdviceTech Report and explore practical tips for advice firms take advantage of AdviceTech to help them shift from an exclusively face-to-face client engagement model, to an interface-to-interface model.

Session run by: Andrew Braun (General Manager Marketing) & Rebecca Wokes (Senior BDM) Netwealth

CPD Allocation – TBC

Session 22: Setting up your Advice team in the 2020s

Thursday 26th November @ 1:30pm

Session overview

This session, brought to you by BT, will take a broader look into what all “Advice Seekers” are looking for in the 2020’s, when it comes to working with Advice Providers.  This is about building an Advice Team for your Advice Seeker clients, and in this session the team from BT will help you explore the best options to do that as we move into further into the 2020’s.

In this session we will explore:

  • Why building out an Advice Team is critical both for your business and your clients
  • Referral techniques and how to engage potential referral partners
  • What does ongoing advice look like in the future and what does this mean for the Advice Team
  • Ways to engage the next generation of Advice Seekers

Session run by: Chris Mather (Head of Distribution) & Amy Vamvoukis (NSW Regional Manager), BT Platforms & Investments

CPD Allocation – TBC

Session 23: Building the Game Plan for your 10 Week Launch Pad Project

Thursday 26th November @ 2:30pm

Session overview

This is the closing Blueprint session on “Advice Seekers” day – so I’ll be highlighting some of the key themes from our sessions during the day, and giving you everything you need to know, if you decide to choose one of these sessions for your “10 Week Launch Plan Project” including:

  • Reminders on how you can start to use your Workbooks
  • Ways to communicate with your fellow LTMA Launch Pad attendees inside the Virtual Collaboration Zone
  • Letting you know what support you’re going to receive during your 10 Week Launch Plan Project
  • Walking through the full game plan for all activities and events during the 10 Week Launch Plan Project

Session run by: Steve Crawford (The Advice Movement / Experience Wealth / Your Spending Coach)

CPD Allocation – n/a

LTMA Launch Pad – Build Sessions

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10 Week Launch Pad Project – Build Sessions – Getting Started

First Timers – 9th Dec @ 1pm AEDT
Inbetweeners – 10th Dec @ 1pm AEDT
O.K. Boomers – 11th Dec @ 1pm AEDT

Peer Group “Build” Sessions – Getting Started Overview

Build Sessions are designed to help you move through your 10 Week Launch Pad Project, with the support of your Coach and with your chosen Peer Group buddies.  We all know it is easier to work through projects when we’re doing it as part of a team.  While you will each be working on projects that are unique to your business, you can still benefit from getting support, ideas and motivation from others that are working on projects that relate to the same type of  client that you are focusing on. That is why we’re grouping the Build sessions by Client Lifestage (First Timer / Inbetweener / O.K. Boomer).

The Build sessions themselves will be split into 3 parts.  These first sessions are focused on Getting Started on your project plan – so to do that we will spend time on:

  • Reminders on how you can start to use your Workbooks
  • Ways to communicate with your fellow LTMA Launch Pad attendees inside the Virtual Collaboration Zone
  • We’ll take a look through the first three activities in your Workbooks (Value for the Business / Value for the Client / Focus Area No.1)
  • Answer questions from the group, around the things that you need to know, to help you get started!

Session run by: Steve Crawford & supported by our Coaches/Session presenters

CPD Allocation – n/a

10 Week Launch Pad Project – Build Sessions – Midway Check-In

First Timers – 13th Jan @ 1pm AEDT
Inbetweeners – 14th Jan @ 1pm AEDT
O.K. Boomers – 15th Jan @ 1pm AEDT

Peer Group “Build” Sessions – Midway Check-In Overview

These second round of sessions are the Midway Check-In on your project plan – designed to help you keep the work up to ensure you’re half way through your project and moving towards completion.  In this session we will spend time on:

  • We’ll take a look through the next batch of activities in your Workbooks (Focus Areas 2, 3 & 4)
  • Questions you have relating to your Workbook activities for those Focus Areas
  • Some of the FAQ’s that have popped up in the Peer Groups, inside the Virtual Collaboration Zone
  • Answer questions from the group, around the things that you need to know, to help you keep moving forward towards completion!

Session run by: Steve Crawford & supported by our Coaches/Session presenters

CPD Allocation – n/a

10 Week Launch Pad Project – Build Sessions – Launch Countdown

First Timers – 3rd Feb @ 1pm AEDT
Inbetweeners – 4th Feb @ 1pm AEDT
O.K. Boomers – 5th Feb @ 1pm AEDT

Peer Group “Build” Sessions – Launch Countdown Overview

These final round of sessions begin the Launch Countdown sequence for your project plan – designed to help you put the finishing touches to your 10 Week Launch Pad Project, before we get back together for the Blast-Off sessions.  In this session we will spend time on:

  • We’ll take a look through the final batch of activities in your Workbooks (The Process, The Pitch, The Launch)
  • Questions you have relating to your Workbook activities for each of these activities
  • Some of the FAQ’s that have popped up in the Peer Groups, inside the Virtual Collaboration Zone
  • Answer questions from the group, around the things that you need to know, to help you keep moving towards Launch!

Session run by: Steve Crawford & supported by our Coaches/Session presenters

CPD Allocation – n/a

LTMA Launch Pad – Blast-Off Sessions and Speakers

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Session 1 – Blast-Off sessions for First Timers

Tuesday 23rd February @ 11:00am

Session overview

This is the opening Blast-Off session on “First Timers” day – so I’ll be setting the scene for the day’s sessions including:

  • An overview of the upcoming sessions
  • A walkthrough on how to attend each session
  • How you can use your Workbooks during these sessions
  • Ways to communicate with your fellow LTMA Launch Pad attendees inside the Virtual Collaboration Zone
  • And explain how to get the most out of the sessions and your CPD Hour entitlement

Session run by: Steve Crawford (The Advice Movement / Experience Wealth / Your Spending Coach)

CPD Allocation – TBC

Session 2 – Launch Pad Peer Group review for First Timers

Tuesday 23rd February @ 11:15am

Session overview

Well we made it!  We’re at the end of our 10 Week Launch Pad Project for everyone in the “First Timers” peer group.  So we thought we’d get the group together to review what we’ve all learnt over the past 10 weeks. Specifically in this session we’ll cover:

  • The most common FAQ’s and Answers that came up over the project
  • Some of the key elements that emerged from each of the Project activities
  • Peer Group feedback – what worked and what could be improved
  • Ways you can join or even create your own Peer Groups supported by the Advice Movement and our Partners, post LTMA Launch Pad

Session run by: Steve Crawford & our Partners

CPD Allocation – TBC

Session 3 – Project Success Stories – First Timers

Tuesday 23rd February @ 12:15pm

Session overview

The best thing about working on a Project and in a Project group, is finishing the thing – and getting to see some of the great work that you’ve created.  So at LTMA Launch Pad we’re going to do just that.   In this session we’re going to highlight some of the AM Family that have put in great work over the 10 Week LTMA Launch Pad Project inside the “First Timers” peer group.  We’ll be inviting them to the virtual stage to share their finished projects with everyone, specifically we’ll get them to share:

  • Which key focus area they chose to work on during the project
  • The value for their Business, and their Clients that their completed project will deliver
  • The output of the activities that they completed looking at their Key Focus areas
  • Their all new (or improved) Process, Pitch and Launch Plan
  • What project they think they’ll tackle next time

Session run by: Steve Crawford & our First Timers project crew

CPD Allocation – TBC

Session 4 – Planning for Success with First Timers, following LTMA Launch Pad

Tuesday 23rd February @ 1.30pm

Session overview

This is the closing Blast-Off session on “First Timers” day (and LTMA Launch Pad) – so I’ll be highlighting some of the key themes from our sessions during the day, and giving you everything you need to know around how you can continue to get support, either to finish your current “10 Week Launch Plan Project” – or to start another project, including:

  • Ways to continue to communicate with your fellow LTMA Launch Pad attendees inside the Virtual Collaboration Zone
  • Letting you know what support you’re going to receive after LTMA Launch Pad is finished
  • Positioning some future events that we’re planning in conjunction with our Partners that you’ll be invited to join.

Session run by: Steve Crawford (The Advice Movement / Experience Wealth / Your Spending Coach)

CPD Allocation – TBC

Session 5 – Blast-Off sessions for Inbetweeners

Wednesday 24th February @ 11:00am

Session overview

This is the opening Blast-Off session on “Inbetweeners” day – so I’ll be setting the scene for the day’s sessions including:

  • An overview of the upcoming sessions
  • A walkthrough on how to attend each session
  • How you can use your Workbooks during these sessions
  • Ways to communicate with your fellow LTMA Launch Pad attendees inside the Virtual Collaboration Zone
  • And explain how to get the most out of the sessions and your CPD Hour entitlement

Session run by: Steve Crawford (The Advice Movement / Experience Wealth / Your Spending Coach)

CPD Allocation – TBC

Session 6 – Launch Pad Peer Group review for Inbetweeners

Wednesday 24th February @ 11:15am

Session overview

Well we made it!  We’re at the end of our 10 Week Launch Pad Project for everyone in the “Inbetweeners” peer group.  So we thought we’d get the group together to review what we’ve all learnt over the past 10 weeks. Specifically in this session we’ll cover:

  • The most common FAQ’s and Answers that came up over the project
  • Some of the key elements that emerged from each of the Project activities
  • Peer Group feedback – what worked and what could be improved
  • Ways you can join or even create your own Peer Groups supported by the Advice Movement and our Partners, post LTMA Launch Pad

Session run by: Steve Crawford & our Partners

CPD Allocation – TBC

Session 7 – Project Success Stories – Inbetweeners

Wednesday 24th February @ 12:15pm

Session overview

The best thing about working on a Project and in a Project group, is finishing the thing – and getting to see some of the great work that you’ve created.  So at LTMA Launch Pad we’re going to do just that.   In this session we’re going to highlight some of the AM Family that have put in great work over the 10 Week LTMA Launch Pad Project inside the “Inbetweeners” peer group.  We’ll be inviting them to the virtual stage to share their finished projects with everyone, specifically we’ll get them to share:

  • Which key focus area they chose to work on during the project
  • The value for their Business, and their Clients that their completed project will deliver
  • The output of the activities that they completed looking at their Key Focus areas
  • Their all new (or improved) Process, Pitch and Launch Plan
  • What project they think they’ll tackle next time

Session run by: Steve Crawford & our Inbetweeners project crew

CPD Allocation – TBC

Session 8 – Planning for Success with Inbetweeners, following LTMA Launch Pad

Wednesday 24th February @ 1.30pm

Session overview

This is the closing Blast-Off session on “Inbetweeners” day (and LTMA Launch Pad) – so I’ll be highlighting some of the key themes from our sessions during the day, and giving you everything you need to know around how you can continue to get support, either to finish your current “10 Week Launch Plan Project” – or to start another project, including:

  • Ways to continue to communicate with your fellow LTMA Launch Pad attendees inside the Virtual Collaboration Zone
  • Letting you know what support you’re going to receive after LTMA Launch Pad is finished
  • Positioning some future events that we’re planning in conjunction with our Partners that you’ll be invited to join.

Session run by: Steve Crawford (The Advice Movement / Experience Wealth / Your Spending Coach)

CPD Allocation – TBC

Session 9 – Blast-Off sessions for O.K. Boomers

Thursday 25th February @ 11:00am

Session overview

This is the opening Blast-Off session on “O.K. Boomers” day – so I’ll be setting the scene for the day’s sessions including:

  • An overview of the upcoming sessions
  • A walkthrough on how to attend each session
  • How you can use your Workbooks during these sessions
  • Ways to communicate with your fellow LTMA Launch Pad attendees inside the Virtual Collaboration Zone
  • And explain how to get the most out of the sessions and your CPD Hour entitlement

Session run by: Steve Crawford (The Advice Movement / Experience Wealth / Your Spending Coach)

CPD Allocation – TBC

Session 10 – Launch Pad Peer Group review for O.K. Boomers

Thursday 25th February @ 11:15am

Session overview

Well we made it!  We’re at the end of our 10 Week Launch Pad Project for everyone in the “O.K. Boomers” peer group.  So we thought we’d get the group together to review what we’ve all learnt over the past 10 weeks. Specifically in this session we’ll cover:

  • The most common FAQ’s and Answers that came up over the project
  • Some of the key elements that emerged from each of the Project activities
  • Peer Group feedback – what worked and what could be improved
  • Ways you can join or even create your own Peer Groups supported by the Advice Movement and our Partners, post LTMA Launch Pad

Session run by: Steve Crawford & our Partners

CPD Allocation – TBC

Session 11 – Project Success Stories – O.K. Boomers

Thursday 25th February @ 12:15pm

Session overview

The best thing about working on a Project and in a Project group, is finishing the thing – and getting to see some of the great work that you’ve created.  So at LTMA Launch Pad we’re going to do just that.   In this session we’re going to highlight some of the AM Family that have put in great work over the 10 Week LTMA Launch Pad Project inside the “O.K. Boomers” peer group.  We’ll be inviting them to the virtual stage to share their finished projects with everyone, specifically we’ll get them to share:

  • Which key focus area they chose to work on during the project
  • The value for their Business, and their Clients that their completed project will deliver
  • The output of the activities that they completed looking at their Key Focus areas
  • Their all new (or improved) Process, Pitch and Launch Plan
  • What project they think they’ll tackle next time

Session run by: Steve Crawford & our O.K. Boomers project crew

CPD Allocation – TBC

Session 12 – Planning for Success with O.K. Boomers, following LTMA Launch Pad

Thursday 25th February @ 1.30pm

Session overview

This is the closing Blast-Off session on “O.K. Boomer” day (and LTMA Launch Pad) – so I’ll be highlighting some of the key themes from our sessions during the day, and giving you everything you need to know around how you can continue to get support, either to finish your current “10 Week Launch Plan Project” – or to start another project, including:

  • Ways to continue to communicate with your fellow LTMA Launch Pad attendees inside the Virtual Collaboration Zone
  • Letting you know what support you’re going to receive after LTMA Launch Pad is finished
  • Positioning some future events that we’re planning in conjunction with our Partners that you’ll be invited to join.

Session run by: Steve Crawford (The Advice Movement / Experience Wealth / Your Spending Coach)

CPD Allocation – TBC