Madison Transition Plan – 11 June
Today we spent time with the Clime team for our induction. It’s the first time in a while I’ve seen my team breathe out! Sarah Bolouri, the Clime COO had everything you could imagine organised and we felt so welcome from the moment the first presentation started. We also heard from John Abernethy, Founder of Clime. He is a straight shooter and believes we have a great opportunity to create the advice business consumers need. Listening to John, I was reminded of conversations I’ve had with Diarmid Mackiehan and a few others in our community.
The Clime team is excited to have Madison join the business and want to help advisers be successful. I was given the opportunity to do a “reverse induction” and share our story. The questions we received were considered and thoughtful.
There are a few things to finalise for settlement of the contract, which are external to Madison advisers. Once this is done, we will communicate the actions required.
We have created a Madison Canva enterprise account which gives your practice the freedom to choose and create thousands of templates for flyers, temporary signage, social graphics, postcards, etc.
Benefits include:
- Ease of use and a quick turn-around for simple design needs such as flyers.
- Madison example templates such as file notes, business cards, letterheads, zoom backgrounds, etc.
- Simple Compliance approval all managed via Canva. All designs, templates and general advice warnings approvals will be managed via Canva and the Madison Governance team.
Each practice will receive an email in the next 24hrs inviting you to the Madison Team on Canva. Your practice will have a single login to share that will give you access to the Madison Canva Portal. More information can be found on the Adviser Portal.
If you have any questions or are having trouble accessing the Adviser Portal please email adviserservices@madisonfg.com.au
Sincerely,
Annick Donat
Madison Transition Plan – 11 June
Today we spent time with the Clime team for our induction. It’s the first time in a while I’ve seen my team breathe out! Sarah Bolouri, the Clime COO had everything you could imagine organised and we felt so welcome from the moment the first presentation started. We also heard from John Abernethy, Founder of Clime. He is a straight shooter and believes we have a great opportunity to create the advice business consumers need. Listening to John, I was reminded of conversations I’ve had with Diarmid Mackiehan and a few others in our community.
The Clime team is excited to have Madison join the business and want to help advisers be successful. I was given the opportunity to do a “reverse induction” and share our story. The questions we received were considered and thoughtful.
There are a few things to finalise for settlement of the contract, which are external to Madison advisers. Once this is done, we will communicate the actions required.
We have created a Madison Canva enterprise account which gives your practice the freedom to choose and create thousands of templates for flyers, temporary signage, social graphics, postcards, etc.
Benefits include:
- Ease of use and a quick turn-around for simple design needs such as flyers.
- Madison example templates such as file notes, business cards, letterheads, zoom backgrounds, etc.
- Simple Compliance approval all managed via Canva. All designs, templates and general advice warnings approvals will be managed via Canva and the Madison Governance team.
Each practice will receive an email in the next 24hrs inviting you to the Madison Team on Canva. Your practice will have a single login to share that will give you access to the Madison Canva Portal. More information can be found on the Adviser Portal.
If you have any questions or are having trouble accessing the Adviser Portal please email adviserservices@madisonfg.com.au
Sincerely,
Annick Donat