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.

 

SEARCH FOR TOPIC OR PRESENTER:



Disrupt Advice Conference 2017

Date: 10/10/17


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

Date: 27/09/17

Duration: 30min


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

Date: 15/09/17

Duration: 30min


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

Date: 7/9/17

Duration: 30min


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

Date: 30/8/17

Duration: 30min


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

Date: 16/08/17

Duration: 15min


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

Date: 9/8/17

Duration: 10min


Join Sue Laing from the Risk Store plus members of the Madison Insurance Committee



PIC Economic & Financial Markets Forum

Date: 15/06/17

Duration: 40min


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

Date: 14/06/17

Duration: 30min


The deadline for the renewal of your company or partnerships registration to the Tax Practitioners Board (TPB)


OPEX – SMSF Advice Training

Date: 13/06/17

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

Date: 1/06/17

Duration: 30min


Funding Growth & Identifying the Right Resourcing Requirements


Morningstar Adviser Research Centre Training

Date: 30/05/17

Duration: 30min


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.


PHAROS Economic & Financial Markets Forum – PineBridge Investments

Date: 25/05/17

Duration: 1hr


Agam Sharma - Managing Director, Portfolio Manager contributes to developing the firm’s Capital Market Line and Multi-Asset Strategy, and participates in portfolio implementation efforts.


Where to from here for Australian Listed Property Investors: Listed & Unlisted Sectors

Date: 17/05/17

Duration: 30min


Listen to 2 highly respected fund managers in both the Listed & Unlisted Property Sector on their views on finding value in today's market.


Issues with winding up and SMSF

Date: 11/05/17

Duration: 1hr


At some stage an SMSF comes to the end of its life cycle and there is a requirement to wind it up.