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Madison Update – 18 May

Commercial in confidence

There is no new update to report regarding the sale.  I expect I’ll know more in the coming days, and will be in a position to provide better information in due course.  In the meantime, I’d like to share a part of a conversation I had today with Diarmid Mackiehan, Mackiehan’s Life Advisor.  He commented that keeping Madison together (team and advisers) is important and I absolutely agree with him.  This is the intended outcome during this sale process.  All involved parties know how important it is to minimise the disruption to Madison advisers whilst changing ownership.  I’m confident we’ll get a good result.

CLICK HERE to register once for the Madison Update recurring webinar each Wednesday at 11am.

You can view all our previous daily update emails on the Madison Adviser Portal, under News/Events and Important notices. CLICK HERE for the Madison Adviser Portal user guide and contact Adviser Services if you need any help.

Catch up with Annick

I’ve mentioned that I would like to catch up with each Principal/s for a 30 minute meeting. In this meeting, I’d like you to consider this question for us to discuss.

In 12 months’ what does success look like for you?

When I’m working with practices and ask this question, I ask the Principal to imagine what their world looks like in a year and with this in mind, consider the following;

  1. In what ways will you be thinking differently?
  2. How will you/your team/your clients feel about the change/new strategy/goal?
  3. What things will you/your business be doing differently? Alternatively, how will you be doing it?
To choose a time that suits you, please click on “Catch-up with Annick” and book an appointment.  Please note: Practices with more than one Principal, I would appreciate an appointment with all of you at once. I understand this may not be possible. However, if it is, when booking your appointment, add a note letting Bethany know there will be more than one of you and we will allow for extra time. All meetings will be virtual.  Bethany will provide meeting details once your appointment is confirmed.  I am really looking forward to the conversations.
A reminder our revenue is processed twice a month on the first business day after 15th month and the last day of the month. This is usually the 16th or 1st but if this falls on a weekend, is delayed to the next business day. To access your revenue report through Xplan go to CommPay, Reports and select the Recipient Created Tax Invoice. Please contact the Adviser Services team if you need anything further.
We hope you can join us on Friday from 3.30pm for our Virtual Drinks. CLICK HERE to register.

Contact numbers
Head Office 1300 789 575
Kerry 0402 145 480
David 0466 710 170
Jaime 0439 079 786

Sincerely,

Annick Donat

Go Back
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Madison Update – 18 May

Commercial in confidence

There is no new update to report regarding the sale.  I expect I’ll know more in the coming days, and will be in a position to provide better information in due course.  In the meantime, I’d like to share a part of a conversation I had today with Diarmid Mackiehan, Mackiehan’s Life Advisor.  He commented that keeping Madison together (team and advisers) is important and I absolutely agree with him.  This is the intended outcome during this sale process.  All involved parties know how important it is to minimise the disruption to Madison advisers whilst changing ownership.  I’m confident we’ll get a good result.

CLICK HERE to register once for the Madison Update recurring webinar each Wednesday at 11am.

You can view all our previous daily update emails on the Madison Adviser Portal, under News/Events and Important notices. CLICK HERE for the Madison Adviser Portal user guide and contact Adviser Services if you need any help.

Catch up with Annick

I’ve mentioned that I would like to catch up with each Principal/s for a 30 minute meeting. In this meeting, I’d like you to consider this question for us to discuss.

In 12 months’ what does success look like for you?

When I’m working with practices and ask this question, I ask the Principal to imagine what their world looks like in a year and with this in mind, consider the following;

  1. In what ways will you be thinking differently?
  2. How will you/your team/your clients feel about the change/new strategy/goal?
  3. What things will you/your business be doing differently? Alternatively, how will you be doing it?
To choose a time that suits you, please click on “Catch-up with Annick” and book an appointment.  Please note: Practices with more than one Principal, I would appreciate an appointment with all of you at once. I understand this may not be possible. However, if it is, when booking your appointment, add a note letting Bethany know there will be more than one of you and we will allow for extra time. All meetings will be virtual.  Bethany will provide meeting details once your appointment is confirmed.  I am really looking forward to the conversations.
A reminder our revenue is processed twice a month on the first business day after 15th month and the last day of the month. This is usually the 16th or 1st but if this falls on a weekend, is delayed to the next business day. To access your revenue report through Xplan go to CommPay, Reports and select the Recipient Created Tax Invoice. Please contact the Adviser Services team if you need anything further.
We hope you can join us on Friday from 3.30pm for our Virtual Drinks. CLICK HERE to register.

Contact numbers
Head Office 1300 789 575
Kerry 0402 145 480
David 0466 710 170
Jaime 0439 079 786

Sincerely,

Annick Donat

Go Back