Upcoming Webinars
Keep up to date with latest Madison webinars! CLICK HERE for our April calendar.
Enhanced FDS webinar series from 27 April
As mentioned during the Enhanced FDS masterclass at our recent PD Days, we will be hosting webinars in the lead up to the Enhanced FDS changes which take effect 1 July 2021. The webinars will look at transition plans, the Enhanced FDS templates, XPLAN/XEPPO solution, and provide the opportunity for you to discuss any questions you or your team have.
The Enhanced FDS webinar series will be held fortnightly from Tuesday 27 April at 12.30pm AEST. You can register for the series here.
Power BI & Xeppo Webinar Series
Over the next month Megan Thomson and Estelle Oakes will be running training webinars to teach you how to use Power BI and Xeppo. Each webinar will cover a different aspect of the tool and has been designed to ensure you get the most out of this new system. CLICK HERE to register once and choose any or all of the below webinars.
Wednesday 7th April at 11am (AEST) – Power BI Compliance Fields
Wednesday 14th April at 11am (AEST) – Cleaning your Data and Filters
Wednesday 21th April at 11am (AEST) – How to measure your data for KPI’s
Wednesday 28th April at 11am (AEST) – Insurance Reporting
Advice & Governance Webinar Series
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.
The next webinar takes place on Tuesday 6 April as 12.30pm (AESDT) 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 to register.
Madison Monthly Connector
This is a virtual monthly peer sharing session for practice Principals who want to connect, collaborate and grow their business.
The next Madison Monthly Connector session will be held on Wednesday 28 April from 3-4pm (AEST).
Employees are the backbone to any business and the greatest investment you can make is in your people. Next month’s discussion will be around the ways in which you attract, train and retain great people within your practice.
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 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
| · A note from Annick
· The View |
· Madison Investment Support | · Which Advice Coach do I contact? |
Upcoming Webinars
Keep up to date with latest Madison webinars! CLICK HERE for our April calendar.
Enhanced FDS webinar series from 27 April
As mentioned during the Enhanced FDS masterclass at our recent PD Days, we will be hosting webinars in the lead up to the Enhanced FDS changes which take effect 1 July 2021. The webinars will look at transition plans, the Enhanced FDS templates, XPLAN/XEPPO solution, and provide the opportunity for you to discuss any questions you or your team have.
The Enhanced FDS webinar series will be held fortnightly from Tuesday 27 April at 12.30pm AEST. You can register for the series here.
Power BI & Xeppo Webinar Series
Over the next month Megan Thomson and Estelle Oakes will be running training webinars to teach you how to use Power BI and Xeppo. Each webinar will cover a different aspect of the tool and has been designed to ensure you get the most out of this new system. CLICK HERE to register once and choose any or all of the below webinars.
Wednesday 7th April at 11am (AEST) – Power BI Compliance Fields
Wednesday 14th April at 11am (AEST) – Cleaning your Data and Filters
Wednesday 21th April at 11am (AEST) – How to measure your data for KPI’s
Wednesday 28th April at 11am (AEST) – Insurance Reporting
Advice & Governance Webinar Series
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.
The next webinar takes place on Tuesday 6 April as 12.30pm (AESDT) 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 to register.
Madison Monthly Connector
This is a virtual monthly peer sharing session for practice Principals who want to connect, collaborate and grow their business.
The next Madison Monthly Connector session will be held on Wednesday 28 April from 3-4pm (AEST).
Employees are the backbone to any business and the greatest investment you can make is in your people. Next month’s discussion will be around the ways in which you attract, train and retain great people within your practice.
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 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
| · A note from Annick
· The View |
· Madison Investment Support | · Which Advice Coach do I contact? |