Madison Transition Plan – 10 June
Thank you for joining the webinar today. These will continue throughout the transition process to keep you informed. We also want to capture and respond to your questions, please continue to share them. The login to the weekly webinar has changed, a new registration link is provided below.
I asked Rod to share how he would like us to approach the transition, his response follows;
Transitioning to Clime will involve changes that mostly impact Madison as an AFSL, but will flow into your businesses. We will work to make sure that the impact on your business through the transition is as minimal as possible.
While we’re working on the transition, we also want to identify the top 3-5 issues that advisers want solved, and the priority order to get them solved. Our transition plan will be broken up into 90-day blocks and, subject to how big the issues and priorities are, we will include the highest priority item/s in the first 90 days to help with building momentum.
Where to find information
A timeline of actions and support services are available on the Adviser Portal. We have created a specific reference page for the transition (see link below and ensure you are logged in to the Portal).
If you have any questions or are having trouble accessing the Adviser Portal please email adviserservices@madisonfg.com.au
Tomorrow morning we will be out of the office, attending induction with the Clime team. We expect to be back in the office from 1pm. Please text Jaime (0439 079 786) or Kerry (0447 841 976) if your query is urgent.
Sincerely,
Annick Donat
Madison Transition Plan – 10 June
Thank you for joining the webinar today. These will continue throughout the transition process to keep you informed. We also want to capture and respond to your questions, please continue to share them. The login to the weekly webinar has changed, a new registration link is provided below.
I asked Rod to share how he would like us to approach the transition, his response follows;
Transitioning to Clime will involve changes that mostly impact Madison as an AFSL, but will flow into your businesses. We will work to make sure that the impact on your business through the transition is as minimal as possible.
While we’re working on the transition, we also want to identify the top 3-5 issues that advisers want solved, and the priority order to get them solved. Our transition plan will be broken up into 90-day blocks and, subject to how big the issues and priorities are, we will include the highest priority item/s in the first 90 days to help with building momentum.
Where to find information
A timeline of actions and support services are available on the Adviser Portal. We have created a specific reference page for the transition (see link below and ensure you are logged in to the Portal).
If you have any questions or are having trouble accessing the Adviser Portal please email adviserservices@madisonfg.com.au
Tomorrow morning we will be out of the office, attending induction with the Clime team. We expect to be back in the office from 1pm. Please text Jaime (0439 079 786) or Kerry (0447 841 976) if your query is urgent.
Sincerely,
Annick Donat