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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PHAROS Economic and Markets Forum – March
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
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
Morningstar Investment Portfolio analysis tool
Genevieve takes you step by step through the portfolio analysis tools offered by Morningstar. CLICK HERE for the video presentation CLICK HERE for the ARC PDF CLICK HERE for the Portfolio Comparison CLICK HERE for the Annual Review Portfolio Morningstar Investment Portfolio Analysis Tool Webinar-Audio Recording Only
Human Capital Part 1 – Developing Your Organisational Structure
In today’s webinar we will look at how to get everyone in your business knowing and understanding what they are accountable for. We show you how business owners can avoid wearing too many hats and doing things they shouldn’t be doing. We look at how, within a business, there are key functions with specific tasks […]