MORNING BRIEF · Monday, 02 Jun 2026

INBOX
- **Sarah Chen (Meridian Wealth)** — wants the revised SoA before
  tomorrow's review. Reply today.
- **David Park (compliance)** — needs your sign-off on the Q2
  attestation. Block 10 min before lunch.
- **Anna Whitford (prospect)** — referred by James, asking about
  fee structure. Reply today or delegate to advice team.
- **Westpac BDM** — quarterly check-in next week, choose a time.

CALENDAR
- 9:00  Team standup — ROUTINE — usual cadence, nothing pending
- 10:30 Meridian Wealth review — PREP — Sarah's email above is
        the missing piece, read SoA changes first
- 13:00 Lunch with referral partner (Tom Briggs) — DECISION —
        he'll ask whether you'll commit to the joint event
- 15:00 → 16:30  Internal pipeline review, back-to-back with
        the 4:30 board prep, no break — push board prep by 15 min

FILES
- **2026-Q2-Attestation.docx** — David Park updated overnight,
  needs your sign-off (see Inbox).
- **MeridianWealth_SoA_v3.pdf** — Sarah uploaded at 7:14am,
  this is the version for the 10:30.

PRIORITIES
MUST DO TODAY
- Sign Q2 attestation
- Read MeridianWealth SoA v3 before 10:30
- Decision on Tom Briggs' joint event
WOULD BE GOOD
- Reply or delegate Anna Whitford
- Confirm Westpac BDM time
DEFERABLE
- Pipeline deep-dive (move to Wed)

WEEK SHAPE
- Meridian Wealth re-engaged and committed for FY26
- Q2 compliance attestation lodged
- Tom Briggs partnership decided either way
- Two new prospects moved from "warm" to "meeting booked"

THINKING POINTS
- The Meridian relationship has needed 3 follow-ups in 2 weeks —
  is something shifting on their side worth a direct conversation?
- Tom Briggs' joint event would commit one Saturday a month for
  six months — is that the right way to source clients in FY26?

What changed since yesterday: Sarah delivered the SoA revision
overnight — the 10:30 is now a closing conversation, not a
working session.