Upcoming Webinars
Advice & Governance Webinar Series
We are launching a 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.
Our first sessions will kick off after the PD Days at 12.30pm (AESDT) on 23 March and will cover ‘how to document your advice scope’ and ‘documenting smart goals’.
Simply CLICK HERE to register once and you will be reminded each fortnight of the upcoming session.
Looking forward to seeing you there.
Madison Investment Update webinar
Our monthly investment update webinars for 2021 will be held at 2pm on the third Wednesday of every month. CLICK HERE below to register for all 2021 occurrences.
Madison Monthly Connector
The next Madison Monthly Connector session will be held on Wednesday 31 March from 3-4pm (AEST).
This is a virtual monthly peer sharing session for practice principals who want to connect, collaborate and grow their business. The topic for the next connector will be included in the next edition of the newsletter.
To register for this session and any future sessions please click here.
Meet with Megan Webinars
Join Megan Thomson, our Advice Integration Manager, Thursdays at 11am (QLD time) in her ‘Meet with Megan’ webinar series. Each week 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 11th March – 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 18th March – 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 1st April – 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 8th April – 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 15th April – 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 22nd April – 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 29th April – 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.
In This Edition
| · PD Days
· The View |
· Ongoing Service Agreements |
Upcoming Webinars
Advice & Governance Webinar Series
We are launching a 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.
Our first sessions will kick off after the PD Days at 12.30pm (AESDT) on 23 March and will cover ‘how to document your advice scope’ and ‘documenting smart goals’.
Simply CLICK HERE to register once and you will be reminded each fortnight of the upcoming session.
Looking forward to seeing you there.
Madison Investment Update webinar
Our monthly investment update webinars for 2021 will be held at 2pm on the third Wednesday of every month. CLICK HERE below to register for all 2021 occurrences.
Madison Monthly Connector
The next Madison Monthly Connector session will be held on Wednesday 31 March from 3-4pm (AEST).
This is a virtual monthly peer sharing session for practice principals who want to connect, collaborate and grow their business. The topic for the next connector will be included in the next edition of the newsletter.
To register for this session and any future sessions please click here.
Meet with Megan Webinars
Join Megan Thomson, our Advice Integration Manager, Thursdays at 11am (QLD time) in her ‘Meet with Megan’ webinar series. Each week 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 11th March – 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 18th March – 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 1st April – 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 8th April – 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 15th April – 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 22nd April – 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 29th April – 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.
In This Edition
| · PD Days
· The View |
· Ongoing Service Agreements |