Dashboard » News » November 6 Newsletter

November 6 Newsletter

“I’ve met more Madison advisers in 4 hours than I have in the previous ten/seven/five years I’ve been with the group”.  Personally, this is my favourite piece of feedback provided by many of you.  It’s funny how we assume that because we’ve been in a community for so long that we all know each other.  Last week at Conference many of you met “new advisers”, learned things about each other, shared stories and built relationships that have left an indelible mark.  I, for one, was grateful to have witnessed the energy, connection and generosity amongst our community.  Your willingness to immerse yourself into new experiences and embrace every opportunity presented across the 3 days is the reason Conference was so successful.  Special thanks to the Halcyon team – John, Mal, Sean & Tim; Paul Giordano; Alex Homann, Liz Hughes, Jodie Douglas and Rachel O’Connor for getting on stage and contributing to the program.  The more we share, the stronger we become.

We’re collecting your feedback, thank you for taking the time to add commentary.  It will help shape other education events and services we provide across 2020.  I’ll be calling some of you to gain better understanding about your suggestions and comments.

Over the coming weeks, you’ll be invited to register your details into our new adviser portal and to attend webinars on some of the new services available to you.  As always, your feedback on how to improve your experience on the portal is important.  Everything we build is designed to iterate and evolve based on changing needs across our community and the advice industry.

If you want to remember what it feels like waiting for your HSC results – just ask this group! Huge congratulations to Wilton Wong, Michelle Flanagan, Alka Kalasabail, Craig Buntain, Joe Matter, Liz Hughes, Jon Wilkes, Erin Wright and Alex Homann for passing the FASEA exam.  It’s an achievement (and no doubt, a relief) worth celebrating. Thank you for sharing your success with us.  If there are others, let us know!

I believe strong culture is a significant competitive advantage for business; one that is difficult to replicate if led well.  We are all leaders in our community, and we are responsible for the culture.  If you want proof of its power…read below;

“I personally wanted to offer a sincere thank you for the very kind invite. You have some quality people running the place and seem to have practices without arrogance – just nice people trying to do the right thing for clients.” – Steve Watts (a guest at our Conference and Principal of MiQ)

“I really had such a fabulous time participating in day 2 of your conference, learning a lot about different concepts/ideas to support my career progression. I also learnt a lot about the wonderful family culture at Madison Financial Group. Every single conversation I had was one that carried depth and genuine connection which left me feeling full of zest all weekend!” – Jessica Harris (Griffith University graduate)

 “I just wanted to pass on a Big Thank You to you and the Madison team for a magnificent conference. You definitely have a very positive and optimistic group of advisers; it was real pleasure to be involved.” – Fayrouz Fares (Zurich BDM)

Regards,

Annick

 

Key news items

Don’t leave your study too late!

We encourage you to take advantage of the relatively quiet Christmas/January period and start your Education Pathway. CLICK HERE for more information.

PI Insurance

CLICK HERE for information about our new PI Insurance cover for 2020 and a link to our Certificate of currency.

FASEA Code of Ethics

The Code of Ethics Guidance consultation briefing sessions will take place shortly. Email your questions to the Advice and Governance Team so we can rise them directly with FASEA.

Revex Access

Please be aware that access to the old processing system, Revex, will cease from 15 December 2019. Please ensure that you pull out any reporting you need from Revex prior to the above date. Contact Adviser Services if you have any questions.

Go Back
Dashboard » News » November 6 Newsletter

November 6 Newsletter

“I’ve met more Madison advisers in 4 hours than I have in the previous ten/seven/five years I’ve been with the group”.  Personally, this is my favourite piece of feedback provided by many of you.  It’s funny how we assume that because we’ve been in a community for so long that we all know each other.  Last week at Conference many of you met “new advisers”, learned things about each other, shared stories and built relationships that have left an indelible mark.  I, for one, was grateful to have witnessed the energy, connection and generosity amongst our community.  Your willingness to immerse yourself into new experiences and embrace every opportunity presented across the 3 days is the reason Conference was so successful.  Special thanks to the Halcyon team – John, Mal, Sean & Tim; Paul Giordano; Alex Homann, Liz Hughes, Jodie Douglas and Rachel O’Connor for getting on stage and contributing to the program.  The more we share, the stronger we become.

We’re collecting your feedback, thank you for taking the time to add commentary.  It will help shape other education events and services we provide across 2020.  I’ll be calling some of you to gain better understanding about your suggestions and comments.

Over the coming weeks, you’ll be invited to register your details into our new adviser portal and to attend webinars on some of the new services available to you.  As always, your feedback on how to improve your experience on the portal is important.  Everything we build is designed to iterate and evolve based on changing needs across our community and the advice industry.

If you want to remember what it feels like waiting for your HSC results – just ask this group! Huge congratulations to Wilton Wong, Michelle Flanagan, Alka Kalasabail, Craig Buntain, Joe Matter, Liz Hughes, Jon Wilkes, Erin Wright and Alex Homann for passing the FASEA exam.  It’s an achievement (and no doubt, a relief) worth celebrating. Thank you for sharing your success with us.  If there are others, let us know!

I believe strong culture is a significant competitive advantage for business; one that is difficult to replicate if led well.  We are all leaders in our community, and we are responsible for the culture.  If you want proof of its power…read below;

“I personally wanted to offer a sincere thank you for the very kind invite. You have some quality people running the place and seem to have practices without arrogance – just nice people trying to do the right thing for clients.” – Steve Watts (a guest at our Conference and Principal of MiQ)

“I really had such a fabulous time participating in day 2 of your conference, learning a lot about different concepts/ideas to support my career progression. I also learnt a lot about the wonderful family culture at Madison Financial Group. Every single conversation I had was one that carried depth and genuine connection which left me feeling full of zest all weekend!” – Jessica Harris (Griffith University graduate)

 “I just wanted to pass on a Big Thank You to you and the Madison team for a magnificent conference. You definitely have a very positive and optimistic group of advisers; it was real pleasure to be involved.” – Fayrouz Fares (Zurich BDM)

Regards,

Annick

 

Key news items

Don’t leave your study too late!

We encourage you to take advantage of the relatively quiet Christmas/January period and start your Education Pathway. CLICK HERE for more information.

PI Insurance

CLICK HERE for information about our new PI Insurance cover for 2020 and a link to our Certificate of currency.

FASEA Code of Ethics

The Code of Ethics Guidance consultation briefing sessions will take place shortly. Email your questions to the Advice and Governance Team so we can rise them directly with FASEA.

Revex Access

Please be aware that access to the old processing system, Revex, will cease from 15 December 2019. Please ensure that you pull out any reporting you need from Revex prior to the above date. Contact Adviser Services if you have any questions.

Go Back