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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Insurance Committee Industry Update

Date: 22/03/17

Duration: 17 min


Join Sue Laing from the Risk Store plus members of the Madison Insurance Committee to discuss what’s new in the industry.


OPEX – Insurance SOA Training

Date: 21/03/17

Duration: 1.15 hr


Opex Webinar Series - Presented by Jason Hempel from Opex Consulting, the purpose of this webinar is to run through an Insurance Only SOA from start to finish.


OPEX – Managed Field Content Training

Date: 20/03/17

Duration: 30 min


Opex Webinar Series - Managed Field Content is the XPLAN name for ‘Template Text’. In all of the Opex Wizards you can upload and manage your own Managed Field Content, uploading this text can provide significant efficiency gains to staff in your office.


PHAROS Economic and Markets Forum – March

Date: 17/03/17

Duration: 1hr


Open to all advisers & staff who are interested in the latest market and economic news. Run by


2016/17 SMSF Opportunities and things to be aware of in the lead up to the New Rules


Presented by Mark Ellem from SuperConcepts who was very highly regarded at the PHAROS 2016 Conference. With the majority of the SMSF new rules commencing in 1 July 2017, there are still some opportunities and decisions that need to be made in the lead up to the start of the new rules. In this webinar Mark […]


OPEX – SOA Production with IPS & Wealthsolver


This OPEX run Training session will focus on producing SOA\’s using IPS and Wealthsolver in Xplan. The aim is to demonstrate the ability to receive your Cost Comparison Table and Benefits Gained and Lost from WealthSolver, in addition to receiving your Research Reports from IPS. Click Here to view the Youtube recording.


PHAROS Economic and Markets Forum – February


Open to all advisers & staff who are interested in the latest market and economic news. Run by James Purvis and Peter Mullens with a variety of industry experts as special speakers. Click Here for the Youtube recording Click Here for the Presentation PDF


OPEX – FDS/Opt-In Management Training


This OPEX run training session will focus on FDS & Opt in management with Xplan specifically, where to store the information, how to generate the wizard and how to send FDS and Opt in via email. Click Here for the Youtube recording


Morningstar Adviser Research Centre Training


Genevieve Santos from Morningstar takes us through the different areas of the Adviser Research centre showing you and your staff how best to use this tool. Click Here to view the Youtube recording


OPEX – Datafeed Management Training


Join Jason Hempel from OPEX Consulting as he gives an overview of Datafeed Management within Xplan. Click Here for the Youtube video.


Introduction to Compliance Logic


Welcome to Compliance Logic, this system is developed by PHAROS and Accordance, and is designed to replace and improve on CoMetrix. Please click HERE for the video presentation


5 STEPS TO COMMUNICATING TO CONVERT


Georgia Lane from Fastlane shows how to learn the steps to building a marketing framework by: – knowing your special sauce – building a website that works – choosing your social platforms – planning your program – creating content Click HERE for the PDF Presentation Click HERE for the Youtube video Presentation


Compliance Logic


This system is developed by PHAROS and Accordance, and is designed to replace and improve on CoMetrix. There are three videos below, the first two videos are for support staff in a practice such as people in Administrative roles or Paraplanners. The third video is for Advisers.


Platinum Asset Management


PHAROS Investment committee introduces Douglas Isles, Investment Specialist from Platinum Asset Management to discuss International markets For the PDF Presentation – Click HERE For the Video of the Presentation – Click HERE


How to leverage WealthPortal for you and your clients


This webinar will provide clarity on the new WealthPortal pricing for existing clients and teach you how to leverage Fund.exchange for existing and prospective clients. Presented by Rob Chowdhury & Dan Powell of WealthPortal. For the video – CLICK HERE For the PDF presentation – CLICK HERE


Considerations when building your ongoing service agreement


Jaime Johns, National Manager Practice Development discusses considerations when building your ongoing service agreement. Click here for the youtube presentation Click here for the PDF of the presentation Click here for the audio of the presentation