Xplan Webinars with Megan Thomson
By Megan Thomson
Every Thursday at 12pm (AEST) join Megan Thomson for her latest webinar on the Madison Xplan site. CLICK HERE to register for any of the below sessions.
Thursday 15 October – Client Fact Find Wizard
To get the most out of XPlan it is important that your client fact find data is entered in correctly. This session will take a detailed look into entering client fact find data pointing out hints and tips.
Thursday 22 October – FOFA compliance producing FDS & Opt in documents
The session focuses on setting up your XPlan produce your FDS and Opt in documents when needed. We will cover; setting up OSA, managing FDS & Opt in dates in client records, producing FDS & Opt in letter, tracking delivery, FDS & Opt in reporting and quick docs.
Thursday 29 October – Tasks and Threads
Streamline business processes by documenting them through the tasks and threads in XPlan. This session will take you through how to link threads and tasks to clients, creating tasks and threads and reporting.
Thursday 5 November – Datafeeds
This session will provide you with an understanding of the datafeed functionality in XPlan. We will cover off; Initial datafeed set up, how to map datafeeds to your client records and troubleshooting datafeeds.
Thursday 12 November – CommPay and Invoicing
This session will provide you with an understanding of CommPay and Invoicing in XPlan. It will provide you with a high level overview of navigating through XPlan and cover the basics of adding a client record.
Thursday 19 November – Risk Researcher
This session will provide you with an understanding of how to use the risk comparison tool in XPlan. We will look at; existing insurance policies, needs analysis, risk comparisons and recommendations.
Thursday 26 November – WealthSolver
This session will provide you with an understanding of how to use the WealthSolver as a comparison tool in XPlan. We will look at; existing accounts, comparisons and recommendations.
Thursday 3 December – Xtools+ CALM
This session will provide you with an understanding of how XTools+ can be used for cashflow modelling and projections for your SOA. This session will provide an overview XTools+ and its functionality.
Thursday 10 December – Advice SOA generation – Investment strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
Thursday 17 December – Advice SOA generation – Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
More from this edition
| · Madison Monthly Connector
· Service Model & Pricing Update · Setting up a referral arrangement |
· The Budget Blows Hard |
Xplan Webinars with Megan Thomson
By Megan Thomson
Every Thursday at 12pm (AEST) join Megan Thomson for her latest webinar on the Madison Xplan site. CLICK HERE to register for any of the below sessions.
Thursday 15 October – Client Fact Find Wizard
To get the most out of XPlan it is important that your client fact find data is entered in correctly. This session will take a detailed look into entering client fact find data pointing out hints and tips.
Thursday 22 October – FOFA compliance producing FDS & Opt in documents
The session focuses on setting up your XPlan produce your FDS and Opt in documents when needed. We will cover; setting up OSA, managing FDS & Opt in dates in client records, producing FDS & Opt in letter, tracking delivery, FDS & Opt in reporting and quick docs.
Thursday 29 October – Tasks and Threads
Streamline business processes by documenting them through the tasks and threads in XPlan. This session will take you through how to link threads and tasks to clients, creating tasks and threads and reporting.
Thursday 5 November – Datafeeds
This session will provide you with an understanding of the datafeed functionality in XPlan. We will cover off; Initial datafeed set up, how to map datafeeds to your client records and troubleshooting datafeeds.
Thursday 12 November – CommPay and Invoicing
This session will provide you with an understanding of CommPay and Invoicing in XPlan. It will provide you with a high level overview of navigating through XPlan and cover the basics of adding a client record.
Thursday 19 November – Risk Researcher
This session will provide you with an understanding of how to use the risk comparison tool in XPlan. We will look at; existing insurance policies, needs analysis, risk comparisons and recommendations.
Thursday 26 November – WealthSolver
This session will provide you with an understanding of how to use the WealthSolver as a comparison tool in XPlan. We will look at; existing accounts, comparisons and recommendations.
Thursday 3 December – Xtools+ CALM
This session will provide you with an understanding of how XTools+ can be used for cashflow modelling and projections for your SOA. This session will provide an overview XTools+ and its functionality.
Thursday 10 December – Advice SOA generation – Investment strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
Thursday 17 December – Advice SOA generation – Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
More from this edition
| · Madison Monthly Connector
· Service Model & Pricing Update · Setting up a referral arrangement |
· The Budget Blows Hard |