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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Issues with winding up and SMSF
At some stage an SMSF comes to the end of its life cycle and there is a requirement to wind it up.
Insurance Committee Industry Update
Join Sue Laing from The Risk Store plus members of the Madison Insurance Committee to discuss what's new in the industry. Focusing on recent legislation to FOS/CIO rulings and claims processing this is a purely Insurance based conversation
PHAROS Economic & Investment Markets Forum April
Open to all advisers 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.
Human Capital Management Part III: Best Practice Tips & Tricks
Over the last 2 webinars we discussed in detail the steps to creating an effective organisation structure; we covered some tips on successful
Human Capital Management Part II: Performance Management
Is your business consistently displaying symptoms of high team morale, high levels of staff engagement, role accountability and low frustration & anxiety amongst staff?
Opex – Advice Presentation Training
Duration: 25 min
Opex Webinar Series - Presented by Jason Hempel, this webinar will run through the SOA Advice Presentation and how to generate it.
Insurance Committee Industry Update
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
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
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
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.