Madison Transition Plan – 12 June
Today, each practice will have received the following invitation from Canva:
When you log in, you’ll see a folder containing your business logo and various templates you can use to design your business collateral assets (such as business cards and letterhead). These templates have the required Madison disclosures built in. Once you’re happy with the design, they can be reviewed and approved by the Governance team via Canva.
The same process will apply for the new FSGs for each practice. Next week, we’ll update the Madison Transition Plan regarding the timeline for your review of these, as well as the date for the new disclosures in advice documentation.
If you haven’t already provided us with your practice logo, please do so HERE.
I closed the week having great conversations with Nick Wong, Japhia Wealth, Norm Sinclair, Sinclair Financial Group and Paul Giordano, Vogue Financial Planning. Each Principle shared a client story that had a personal impact. The more I learn about all of you, the more I realise how you change the lives of Australians for the better. Thank you.
If you have any questions or are having trouble accessing the Adviser Portal, or do not receive your Canva invite by Monday morning, please email adviserservices@madisonfg.com.au
Sincerely,
Annick Donat
Madison Transition Plan – 12 June
Today, each practice will have received the following invitation from Canva:
When you log in, you’ll see a folder containing your business logo and various templates you can use to design your business collateral assets (such as business cards and letterhead). These templates have the required Madison disclosures built in. Once you’re happy with the design, they can be reviewed and approved by the Governance team via Canva.
The same process will apply for the new FSGs for each practice. Next week, we’ll update the Madison Transition Plan regarding the timeline for your review of these, as well as the date for the new disclosures in advice documentation.
If you haven’t already provided us with your practice logo, please do so HERE.
I closed the week having great conversations with Nick Wong, Japhia Wealth, Norm Sinclair, Sinclair Financial Group and Paul Giordano, Vogue Financial Planning. Each Principle shared a client story that had a personal impact. The more I learn about all of you, the more I realise how you change the lives of Australians for the better. Thank you.
If you have any questions or are having trouble accessing the Adviser Portal, or do not receive your Canva invite by Monday morning, please email adviserservices@madisonfg.com.au
Sincerely,
Annick Donat