This is a recording of LTMA Launch Pad Session 22: Setting up your Advice team in the 2020's:
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 – 0.75 Hours Client Care & Practice | 0.75 Hours Skills (ASIC)
Chris Mather is an experienced financial services professional with almost 20 years’ experience in both Australia and the United Kingdom. In July 2018 Chris was appointed Head of Distribution within the BT Platforms & Investments business. Prior to this, Chris held a number of senior roles within the Westpac Group including Head of Institutional Business Development, National Head of Transitions and Implementation and various managerial roles within Key Accounts and relationship management.
Amy Vamvoukis has been in the Financial Services industry since 2005 cutting her teeth at Bell Potter and Macquarie.
Having spent time within Dealer Groups and various Advice practices prior and during the FOFA changes in 2013, Amy brings a great amount of insight into the impact FOFA and subsequent legislation has had on the ability to give scalable Financial Planning advice.
Amy spent many years as an Adviser Support Officer and Paraplanner experiencing firsthand the increasing compliance demand.
This now drives her passion around Managed Accounts and helping practices understand how these structures can create great investment outcomes for clients and sustainable Advice Practices while keeping client value propositions intact.
StartYou must complete 100% of all LECTURES TO GET YOUR CPD
StartFull Session Replay (43:09)
StartPoll No.1 - Change (must complete to obtain CPD)
StartPoll No.2 - Profit Margin (must complete to obtain CPD)
StartPoll No.3 - Referral Partners (must complete to obtain CPD)
StartPoll No.4 - Wealth Transfer (must complete to obtain CPD)
StartPoll No.5 - Future Training provided by BT and the Advice Movement
StartWorkbook and extras
Frequently Asked Questions
If you liked this session be sure to check out and 'enrol' in any of our other LTMA Launch Pad sessions as well.