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Madison Update – 20 May

Commercial in confidence

There are no further updates to report regarding the sale since my email yesterday. Thank you to everyone who joined us today for the weekly update. We enjoy the conversations and we think you do too. Please continue to send through any questions you have.

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

Today I spent time with Jon Wilkes, Cornerstone Financial Solutions and Anthea Fordham, Choice Financial Planning. Both discussions were unique and moving. Thank you for your openess. I look forward to the conversations to come and encourage you, if you haven’t yet, to book in our catch up.

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.
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
[wpseo_breadcrumb]

Madison Update – 20 May

Commercial in confidence

There are no further updates to report regarding the sale since my email yesterday. Thank you to everyone who joined us today for the weekly update. We enjoy the conversations and we think you do too. Please continue to send through any questions you have.

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

Today I spent time with Jon Wilkes, Cornerstone Financial Solutions and Anthea Fordham, Choice Financial Planning. Both discussions were unique and moving. Thank you for your openess. I look forward to the conversations to come and encourage you, if you haven’t yet, to book in our catch up.

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.
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