In Case You Missed It
Delivered by experts in their field the Knowledge Collective webinars cover a range of topics to assist you in the management of your business. These topics vary in a wide range of subjects such as investment strategy, research, performance and economic updates; practice development, operations, technology, process and paraplanning; risk, professional standards and compliance; marketing and communication.
We know your schedules are busy and our live webinars might not be running at a time that is suitable for you to attend. For this reason all Knowledge Collective webinars are stored here so you are always able to access the huge range of informative and educational recordings.
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OPEX – Xplan Datafeed Troubleshooting
Estelle from Opex will be taking us through how to manage and troubleshoot datafeed problems within Xplan.
Revex Training – Reporting
Join us for a lesson in generating the various reports the Revex system
Revex Fee Invoice Training
Join us for a recap of how to create and manage your invoices in Revex our online Revenue Management system.
Disrupt Advice Conference 2017
Tony Hartley, Madison Chairman, recently attended the Disrupt Advice 2017 Conference. His key take outs and commentary of the event can be viewed here.
New OnePath Pre-Assessment Wizard
In this 30min webinar we will guide you through where to find and how to use OnePath's new pre-assessment Wizard
Setting a Solid Foundation for the Future of your Advice Business
Jodie Douglas from Mad About Life, will be speaking about how she built a solid foundation for an Advice Practice perfectly positioned for the future of Financial Advice.
Estate Planning Case Studies – Make Sure you Know Your Client
You need to know your clients full family and financial position to enable you in conjunction with an estate planning lawyer, to plan what best suits your client’s needs. Join Phil Clinton to discuss real Estate Planning case studies where his knowledge of the client has helped get the best possible outcomes.
The 100 Year Old Client – How to make your clients money last in the age of longevity
Did you know that females retiring today have a 55% chance of living beyond 90 and males a 42% chance?? As many client income plans tail off in the late eighties this may leave a huge funding gap for your clients, who will still need income over and above the age pension as they age.
OPEX – Key Dates and Advice Strategy Fields
This session will show you to how update the Key Dates and Advice Fields, and then run through how to xport all key dates and advice strategies relating to a client record.
Insurance Committee Update
Join Sue Laing from the Risk Store plus members of the Madison Insurance Committee
Opex – Paraplanning Request and Implementation Checklist
Presented by Jason Hempel of Opex Consulting.
PIC Economic & Financial Markets Forum
Open to all advisers who are interested in the latest market and economic news. Run by James Purvis and Peter Mullens.
Tax Practitioners Board – Company or Partnership Registration Renewal
The deadline for the renewal of your company or partnerships registration to the Tax Practitioners Board (TPB)
OPEX – SMSF Advice Training
Duration: 1hr 20min
Join Jason Hempel from Opex Consulting as he shows how to produce an SOA with the objective of Establishing a SMSF.
Human Capital Part IV: Pricing & Capability
Funding Growth & Identifying the Right Resourcing Requirements
Morningstar Adviser Research Centre Training
Join Elle Kuhta from Morningstar as she takes us through the different areas of the Adviser Research Centre showing you and your staff how best to use this tool.