LTMA Launch Pad Session 22: Setting up your Advice team in the 2020's (BT)

This is about building an Advice Team for your Advice Seeker clients

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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)

Your Instructor

Chris Mather & Amy Vamvoukis
Chris Mather & Amy Vamvoukis

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.

Frequently Asked Questions

When does the on demand Session start and finish?
The on demand session starts now and never ends! It is a completely self-paced online replay - you decide when you start and when you finish.
How long do I have access to the on demand session?
How does lifetime access sound? After enrolling, you have unlimited access to this on demand session for as long as you like - across any and all devices you own.
Will I get CPD points for this on demand session?
Absolutely... but you'll need to enrol in the school and provide us with your Full Name and email address + complete 100% of the "Course" including all LECTURES to qualify... the good news is when you complete the "Course" you will get your CPD certificate sent to you automatically. NB - CPD points only apply currently to Australian Financial Advisers

If you liked this session be sure to check out and 'enrol' in any of our other LTMA Launch Pad sessions as well.

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