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

What your model needs to look like to attract, retain and hopefully drive referrals from First Timer clients

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This is a recording of LTMA Launch Pad Session 5: Business & Advice models designed for First Timer clients

This session, brought to you by a Steve Crawford (who subbed in last minute for Peita D) 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 First Timer clients. This session 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 – 0.75 Hours Client Care & Practice | Skills (ASIC)


Your Instructor


Steve Crawford
Steve Crawford

Steve started Experience Wealth from scratch in 2008 focusing on GenXY clients - with no clients or referral partners and had never run a business before. Today his Award-Winning firm is going strong, with an innovative Money Coaching & Mortgage Management offer designed exclusively for GenXY.

Experience Wealth has grown exclusively from client referrals - due to their innovative Money Coaching offer. Steve has pushed the boundaries of a ‘traditional’ GenXY finance business by building Budgeting, Cashflow, Banking & Lending services for his clients and his business leads the industry in usage of technology like Online calendar bookings, Virtual Meetings & Video to deliver Money Coaching to the Netflix generations in a modern way


Course Curriculum


  Session 5: Business & Advice models designed for First Timer clients
Available in days
days after you enroll

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.

Get started now!