Everyone is an expert at what they do ... all the Madison staff and principals are at the top of their game ... there are no slouches.
If you want to be surrounded with inspirational advisers who are truly experts in their field, passionate about the advice industry and a willingness to share – then Madison is worth considering
We don’t want 1,000 advisers, we actually don’t want 200 or 300 hundred advisers…all we want is advisers that make a difference for their clients.
This OPEX run Training session will focus on producing SOA\’s using IPS and Wealthsolver in Xplan. The aim is to demonstrate the ability to receive your Cost Comparison Table and Benefits Gained and Lost from WealthSolver, in addition to receiving your Research Reports from IPS. Click Here to view the Youtube recording. […]
Open to all advisers & staff who are interested in the latest market and economic news. Run by James Purvis and Peter Mullens with a variety of industry experts as special speakers. Click Here for the Youtube recording Click Here for the Presentation PDF &nbs […]
This OPEX run training session will focus on FDS & Opt in management with Xplan specifically, where to store the information, how to generate the wizard and how to send FDS and Opt in via email. Click Here for the Youtube recording &nbs […]