30 July 2020 News
It’s hard to believe that 30 days has passed already since the settlement of our sale. So much has happened and the past challenges are starting to feel like a distant memory. We’ve had many conversations with advisers during this time and it’s really good to hear the positive sentiment about the future of our community and in particular, the plans you have for your business.
Our focus has turned to helping your businesses prepare for the future and working through the services and support needed that future. For a very long time, I’ve wanted to create an advice community which is recognised for doing what’s right for advisers and their clients. Thankfully, we’ve found a home and a leader who feels the same way and is committed to make this happen. I’m excited about what we can do together and I look forward to sharing this with you at the Principals’ briefing next month. It feels great to finally be here and have space to think about the our strategy.
Thank you for the continual check ins, every call or message reinforces the reason why we love what we do.
Sincerely,
Annick
Please CLICK HERE to review the agenda and register through the below link. If you would like to make changes to your current registration, please email adviserservices@madisonfg.com.au.
Happy Birthday!
We’d like to wish James Randle (RandleAdvisory) a very Happy Birthday for today!
Madison Investment Market Update
Please see this weeks Madison Investment and Insurance Committee update dated 29 July.
Understanding the JobKeeper Package
CLICK HERE to view an infographic from ADP, to assit you in client conversations about the JobKeeper Package.
Three- month CPD relief for Advisers – FAQ
Further to the announcement from FASEA last month on the 3 month extention for CPD, FASEA have released an FAQ document to assist advisers in understanding the extention. Please CLICK HERE to read.
FASEA News
CLICK HERE to read the latest on the FASEA exam extention and tips for sitting the exam.
Please remember to email your Statement of Results through to adviserservices@madisonfg.com.au so we can update your records on ASIC.
News and Events from our Industry
Netwealth 2020 AdviceTech Report explores how leading businesses approach the task of planning and investing in AdviceTech, examines how AdviceTech is being used to deliver exceptional client experiences and how it can help you capitalise on new revenue streams. Read the report.
Zurich/OnePath have developed _Zone an online education program, designed to guide you through the professional development you need as an adviser to meet the challenges of today and tomorrow. CLICK HERE to check out what is available.
OnePath Clarity Engage houses tools and white-labelled materials that advisers can use in their discussions with clients about the importance of insurance. This material includes customisable templates for flyers, newsletters and social media posts and the content covers five key areas:
- The value of advice and insurance
- Understanding premiums
- Building confidence in claims
- Reviewing your cover
- Wading through complexity
Adviser Guide to Surviving in a Pandemic
CLICK HERE to read through the latest version of our guide to getting through the COVID-19 pandemic.
ASIC Updates
Please CLICK HERE to review the data ASIC is required to be updated on.
Revenue Services
The next revenue payrun will be processed on 3 August 2020.
OPEX has written handy guides for Madison users, available through Zen desk and the below links.
CommPay Reporting
Lodging and receipting an invoice.
Invoice Tracking Template
Xplan Navigation
Power BI webinar recording
Setting up referral arrangements in CommPay
CommPay and revenue queries – ATTN: Brokerage
support@opexconsulting.com.au
Discount Codes
FPA – When enrolling in any CFP unit let them know Madison is your licensee for a 10% discount.
Kaplan – PC-RID159
The promotional code for postgraduate study to meet FASEA requirements has been updated to MADFIMFP20. Make sure you enter this code to get the new pricing of $1,600 per subject.
Helpful Information
We have updated our contact list to include our new email addresses.
30 July 2020 News
It’s hard to believe that 30 days has passed already since the settlement of our sale. So much has happened and the past challenges are starting to feel like a distant memory. We’ve had many conversations with advisers during this time and it’s really good to hear the positive sentiment about the future of our community and in particular, the plans you have for your business.
Our focus has turned to helping your businesses prepare for the future and working through the services and support needed that future. For a very long time, I’ve wanted to create an advice community which is recognised for doing what’s right for advisers and their clients. Thankfully, we’ve found a home and a leader who feels the same way and is committed to make this happen. I’m excited about what we can do together and I look forward to sharing this with you at the Principals’ briefing next month. It feels great to finally be here and have space to think about the our strategy.
Thank you for the continual check ins, every call or message reinforces the reason why we love what we do.
Sincerely,
Annick
Please CLICK HERE to review the agenda and register through the below link. If you would like to make changes to your current registration, please email adviserservices@madisonfg.com.au.
Happy Birthday!
We’d like to wish James Randle (RandleAdvisory) a very Happy Birthday for today!
Madison Investment Market Update
Please see this weeks Madison Investment and Insurance Committee update dated 29 July.
Understanding the JobKeeper Package
CLICK HERE to view an infographic from ADP, to assit you in client conversations about the JobKeeper Package.
Three- month CPD relief for Advisers – FAQ
Further to the announcement from FASEA last month on the 3 month extention for CPD, FASEA have released an FAQ document to assist advisers in understanding the extention. Please CLICK HERE to read.
FASEA News
CLICK HERE to read the latest on the FASEA exam extention and tips for sitting the exam.
Please remember to email your Statement of Results through to adviserservices@madisonfg.com.au so we can update your records on ASIC.
News and Events from our Industry
Netwealth 2020 AdviceTech Report explores how leading businesses approach the task of planning and investing in AdviceTech, examines how AdviceTech is being used to deliver exceptional client experiences and how it can help you capitalise on new revenue streams. Read the report.
Zurich/OnePath have developed _Zone an online education program, designed to guide you through the professional development you need as an adviser to meet the challenges of today and tomorrow. CLICK HERE to check out what is available.
OnePath Clarity Engage houses tools and white-labelled materials that advisers can use in their discussions with clients about the importance of insurance. This material includes customisable templates for flyers, newsletters and social media posts and the content covers five key areas:
- The value of advice and insurance
- Understanding premiums
- Building confidence in claims
- Reviewing your cover
- Wading through complexity
Adviser Guide to Surviving in a Pandemic
CLICK HERE to read through the latest version of our guide to getting through the COVID-19 pandemic.
ASIC Updates
Please CLICK HERE to review the data ASIC is required to be updated on.
Revenue Services
The next revenue payrun will be processed on 3 August 2020.
OPEX has written handy guides for Madison users, available through Zen desk and the below links.
CommPay Reporting
Lodging and receipting an invoice.
Invoice Tracking Template
Xplan Navigation
Power BI webinar recording
Setting up referral arrangements in CommPay
CommPay and revenue queries – ATTN: Brokerage
support@opexconsulting.com.au
Discount Codes
FPA – When enrolling in any CFP unit let them know Madison is your licensee for a 10% discount.
Kaplan – PC-RID159
The promotional code for postgraduate study to meet FASEA requirements has been updated to MADFIMFP20. Make sure you enter this code to get the new pricing of $1,600 per subject.
Helpful Information
We have updated our contact list to include our new email addresses.