Adviser Event: Working with Businesses

Adviser Event: Working with Businesses

By Generate KiwiSaver

Unlock a new revenue stream—learn how to partner with businesses to set up Generate KiwiSaver preferred provider agreements.

Date and time

Location

Online

Good to know

Highlights

  • 1 hour
  • Online

About this event

Join us for an exclusive session designed for financial advisers ready to grow their business by partnering with employers. Learn how to set up businesses as Generate KiwiSaver preferred providers—giving their employees access to quality financial advice while unlocking a scalable, recurring revenue stream for you.

Discover:

  • How the preferred provider model works
  • The step-by-step process to onboard businesses
  • Adviser benefits including commission structure and cross-selling opportunities
  • Real-world success stories from advisers already doing it

This is your chance to expand your impact, deepen client relationships, and grow your business sustainably.

Organized by

Generate KiwiSaver

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Events

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Hosting

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Free
Sep 10 · 3:00 PM PDT