We're creating a community of "2020's Advice Ready" financial planners

Our "Virtual Collaboration Zone" is Free to join for current and aspiring Financial Planners.....

About Us

The Advice Movement is a practice management school for current and aspiring Financial Planners.  Most of our 'students' are based in Australia but we've also got Planners from the USA and around the world.

We're passionate about helping our community build their own "2020's Advice Ready" financial planning firms. We have an amazing collection of Coaches that are Planners themselves, or are leading Industry experts and all of them love teaching others "How To" take the knowledge and concepts they have built,and turn it into something that suits themselves... why reinvent the wheel

That's why we've worked hard to bring together a fantastic collection of "Practitioner", "Industry" and "Partner" coaches that have unique skillsets. In our live (Webinars, Workshops and events like LTMA) and on demand training (Courses and Webinar Replays), we provide training that combines Technical "Deep Dive" knowledge with practical"How-To" client guides

The goal of our Virtual Collaboration Zone - is to create a place online that allows all the members of our community to work together, share ideas, and ultimately take the ideas that they have and turn them into reality.

Why You Should Join Us

This is an easy one... because you want to collaborate with other Financial Planners on your Business and Client offers and you like the way the AM family go about things....  Our Virtual Collaboration Zone (VCZ) makes it easy for you to do this in one place....  The VCZ if FREE to join and comes with:

  • Access to exclusive content and conversations grouped by Practice Management Topics
  • An ability to meet and collaborate with our AM Family - some of the most future focused planners in the world
  • Options to join one or more of our Free Mastermind groups (Your Spending Coach + more to come)
  • Options to join one or more of our Member Mastermind groups - focused on 3 Business Lifestages (Startup / Next Phase / Established) or Client Lifestage (First Timers / Inbetweeners / O.K. Boomers) *available to Movement Members only
  • chances to participate in Monthly Meetups - available as part of our Masterminds
  • One place to know about all upcoming AM events