Upcoming Webinars
CLICK HERE to download the monthly calendar
Madison Investment Update webinar
Following your feedback via the poll on our Facebook Workplace site we have added some additional webinars. The next scheduled occurrence is on 17 November.
| Date | Topic |
| 17 November | Macro Update REGISTER HERE |
| 1 December | Portfolio Construction REGISTER HERE |
Advice & Governance Webinar Series – Informed Investor 16/11/21
Join our fortnightly lunch and learn webinar series focused on all things advice and governance. This will be a 30 minute session designed around the latest legislation releases along with common themes that are being uncovered during our Active File Reviews.
For the webinar on Tuesday 16th November at 12.30pm (AESDT) there will be a demonstration of the “Informed Investor” feature which has been available on our Adviser Portal for some time now. Informed Investor (found under the “Product” tab) is a great way to provide your clients with information about the products you have recommended, including PDS (which is mandatory to provide), as well as client-friendly fact sheets, performance data and educational videos made by the product provider for clients.
Simply CLICK HERE to register once and you will be reminded each fortnight of the upcoming session.
Looking forward to seeing you there.
Meet with Megan Webinar series
Megan Thomson, our Advice Integration Manager, has released the next round of her ‘Meet with Megan’ webinar series. Kicking off on 14 October and continuing every Thursday at 12pm (AESTDT), Megan will present efficiencies available to you in XPlan to support your business.
CLICK HERE to register and select any of the below sessions.
Thursday 18 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 25 November – 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 2 December – Advice SoA generation – Investment and Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation using WealthSolver, CALM and Advice Constructor Wizard.
In this Edition
| · A message from Jaime | · The View from Clime | · Making the most of Canva |
Upcoming Webinars
CLICK HERE to download the monthly calendar
Madison Investment Update webinar
Following your feedback via the poll on our Facebook Workplace site we have added some additional webinars. The next scheduled occurrence is on 17 November.
| Date | Topic |
| 17 November | Macro Update REGISTER HERE |
| 1 December | Portfolio Construction REGISTER HERE |
Advice & Governance Webinar Series – Informed Investor 16/11/21
Join our fortnightly lunch and learn webinar series focused on all things advice and governance. This will be a 30 minute session designed around the latest legislation releases along with common themes that are being uncovered during our Active File Reviews.
For the webinar on Tuesday 16th November at 12.30pm (AESDT) there will be a demonstration of the “Informed Investor” feature which has been available on our Adviser Portal for some time now. Informed Investor (found under the “Product” tab) is a great way to provide your clients with information about the products you have recommended, including PDS (which is mandatory to provide), as well as client-friendly fact sheets, performance data and educational videos made by the product provider for clients.
Simply CLICK HERE to register once and you will be reminded each fortnight of the upcoming session.
Looking forward to seeing you there.
Meet with Megan Webinar series
Megan Thomson, our Advice Integration Manager, has released the next round of her ‘Meet with Megan’ webinar series. Kicking off on 14 October and continuing every Thursday at 12pm (AESTDT), Megan will present efficiencies available to you in XPlan to support your business.
CLICK HERE to register and select any of the below sessions.
Thursday 18 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 25 November – 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 2 December – Advice SoA generation – Investment and Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation using WealthSolver, CALM and Advice Constructor Wizard.
In this Edition
| · A message from Jaime | · The View from Clime | · Making the most of Canva |