Note From Annick
2021 already seems to be hurtling by at breakneck speed with no signs of slowing down. I am reminded of one of my favourite movie quotes from Ferris Bueller ‘Life moves pretty fast if you don’t stop and look around once in a while you could miss it.’ The same seems to go for our Community and the year ahead. It’s important to pause, take stock and. get excited for the year ahead.
Our Professional Development Roadshows kickstart in Melbourne (2 & 3 March) before moving on to Adelaide (3 & 4 March), Sydney (9 & 10 March) and finishing in Brisbane(15 &16 March). This is our first opportunity to come together as a community in nearly a year and we can’t wait to see you in person. The agenda across the 2 days has been broken into 3 sessions. Day 1 will open with the Principals’ briefing. I strongly encourage all Principal Advisers and business owners attend this session for a detailed update on our current projects, and strategic plans in the coming months. Also on Day 1 is the Masterclass, relevant to all Advisers and their support teams, we will discuss the changes to Client Fee Consent and Annual Fee Arrangements from the Royal Commission recommendations and showcasing Xeppo, a practice dashboard that provides a single view of your client information . . Day 2 is the PD Day and covers a wide range of engaging topics that will set you up for success this year.
To find the Agenda for your state and to attend CLICK HERE.
We have just released the calendar of events for 2021 CLICK HERE to view and click on the dates to add the events to your calendar.
In addition to our in-person events the education program includes several webinar series scheduled throughout the year.
- Meet with Megan – weekly webinars on Xplan integrations for your business.
- Madison Investment Update – a monthly update from the Investment Committee
- Madison Monthly Connector – a monthly peer sharing session for practice principals, facilitated by Sophie Firminger. The Monthly Connector explores different aspects of running a business and encourages you to share your experiences with our community.
- Advice & Governance Webinar series – our latest offering is a fortnightly webinar run by Kerry Fleming and Greg Dawes delving into the latest legislation releases and common themes uncovered during the Active File Reviews.
Check out the Upcoming Webinars section of this newsletter for registration links and more information.
Jaime and Megan have been working closely with Xeppo and the team at Opex to deliver the Practice Dashboard. The dashboard draws information from your financial planning software, CommPay and any external applications you choose to include, to provide single view of a client. Jaime and Megan are sending weekly updates with the status of the project and what you and your team will need to do to ensure your data is ready. If you’ve missed an update, check the Adviser Portal, all updates are stored on the Welcome Page when you login in and are also shared in Workplace and the newsletters.
Kerry Fleming and Greg Dawes are halfway through the first quarter of our new Active File Reviews. The team has received a lot of constructive feedback from advisers going through the process (thank you!) and are looking forward to sharing these at the PD Days.
In Investment news, each month Andrea and other members of the Investment team meet with Fund Managers as part of our internal research processes. Meetings are conducted via a structured framework that considers a range of qualitative and quantitative factors. We’d like to give you a voice in these meetings. In Workplace, Andrea has announced her upcoming meeting schedule. If you have a question you’d like us to ask a Fund Manager, please post it in Workplace and we’ll report back to you.
To keep yourself and your team informed we are constantly posting updates and news to the Madison Workplace. I encourage you all to use the site and get in touch with Adviser Services if you would like your support team added to the site.
Looking forward to seeing you at the PD days.
Sincerely,
AD
In this Edition
| · Note From Annick | · PD Days | · Ongoing Service Agreements – legislation changes with the House of Representatives |
Note From Annick
2021 already seems to be hurtling by at breakneck speed with no signs of slowing down. I am reminded of one of my favourite movie quotes from Ferris Bueller ‘Life moves pretty fast if you don’t stop and look around once in a while you could miss it.’ The same seems to go for our Community and the year ahead. It’s important to pause, take stock and. get excited for the year ahead.
Our Professional Development Roadshows kickstart in Melbourne (2 & 3 March) before moving on to Adelaide (3 & 4 March), Sydney (9 & 10 March) and finishing in Brisbane(15 &16 March). This is our first opportunity to come together as a community in nearly a year and we can’t wait to see you in person. The agenda across the 2 days has been broken into 3 sessions. Day 1 will open with the Principals’ briefing. I strongly encourage all Principal Advisers and business owners attend this session for a detailed update on our current projects, and strategic plans in the coming months. Also on Day 1 is the Masterclass, relevant to all Advisers and their support teams, we will discuss the changes to Client Fee Consent and Annual Fee Arrangements from the Royal Commission recommendations and showcasing Xeppo, a practice dashboard that provides a single view of your client information . . Day 2 is the PD Day and covers a wide range of engaging topics that will set you up for success this year.
To find the Agenda for your state and to attend CLICK HERE.
We have just released the calendar of events for 2021 CLICK HERE to view and click on the dates to add the events to your calendar.
In addition to our in-person events the education program includes several webinar series scheduled throughout the year.
- Meet with Megan – weekly webinars on Xplan integrations for your business.
- Madison Investment Update – a monthly update from the Investment Committee
- Madison Monthly Connector – a monthly peer sharing session for practice principals, facilitated by Sophie Firminger. The Monthly Connector explores different aspects of running a business and encourages you to share your experiences with our community.
- Advice & Governance Webinar series – our latest offering is a fortnightly webinar run by Kerry Fleming and Greg Dawes delving into the latest legislation releases and common themes uncovered during the Active File Reviews.
Check out the Upcoming Webinars section of this newsletter for registration links and more information.
Jaime and Megan have been working closely with Xeppo and the team at Opex to deliver the Practice Dashboard. The dashboard draws information from your financial planning software, CommPay and any external applications you choose to include, to provide single view of a client. Jaime and Megan are sending weekly updates with the status of the project and what you and your team will need to do to ensure your data is ready. If you’ve missed an update, check the Adviser Portal, all updates are stored on the Welcome Page when you login in and are also shared in Workplace and the newsletters.
Kerry Fleming and Greg Dawes are halfway through the first quarter of our new Active File Reviews. The team has received a lot of constructive feedback from advisers going through the process (thank you!) and are looking forward to sharing these at the PD Days.
In Investment news, each month Andrea and other members of the Investment team meet with Fund Managers as part of our internal research processes. Meetings are conducted via a structured framework that considers a range of qualitative and quantitative factors. We’d like to give you a voice in these meetings. In Workplace, Andrea has announced her upcoming meeting schedule. If you have a question you’d like us to ask a Fund Manager, please post it in Workplace and we’ll report back to you.
To keep yourself and your team informed we are constantly posting updates and news to the Madison Workplace. I encourage you all to use the site and get in touch with Adviser Services if you would like your support team added to the site.
Looking forward to seeing you at the PD days.
Sincerely,
AD
In this Edition
| · Note From Annick | · PD Days | · Ongoing Service Agreements – legislation changes with the House of Representatives |