Archive for October 2020

By Kerry Fleming When entering into a referral arrangement with another party, please submit the referral agreement to your Advice Coach (Kerry Fleming or Greg Dawes) for review and approval. In assessing the referral agreement we will be able to ensure we correctly manage your new relationship and determine any changes that need to be…

By Bethany Wooster What do you do when your client’s decision-making is in doubt? The Decision Making Ability program from Autonomy First is a one day interactive training course designed to equip professionals with a structured approach to the practical evaluation of client decision making capacity. To accommodate current restrictions on travel and gatherings, this…

By Andrea Theouli By now all practice principals would have received Clime Direct login details. Let us know if you have not. We are running three webinar sessions to go over how Clime Direct works and how you can utilise it as part of your research and client engagement processes. Please register below and select…

By Sophie Firminger The next Madison Monthly Connector session will be held on Wednesday 28th October from 3-4pm (AEST). This is a virtual monthly peer sharing session for practice principals who want to connect, collaborate and grow their business. Please join us for this session where we will be discussing marketing strategies for small business.…

By Kerry Thomas Kaplan Professional’s Study Period 6 commences on November 9 and takes place over the summer months. There have been some enhancements to the Kaplan Professional student support, including: Early access to learning materials from October 12, four weeks before the study period commences Assessments available to view from October 26 One-to-one tutor…