Join us for an informative session where we'll outline how you can enhance your business through Managed Fund referrals with Generate.
During this presentation, we'll provide a clear overview of the referral process, detailing how you can refer leads to Generate to compliment your existing advice business. We'll delve into the various levels of advice services we offer clients, dissect the differences between KiwiSaver and Managed Funds, equipping you with the knowledge to make informed referrals and better serve your clients.
We'll also run you through the service we give you as a referring adviser, explaining what communication you can expect throughout the process, and how we'll work with you to get the best outcome for your business as a referring adviser.
Join us to explore the potential for growth in collaboration with Generate. Reserve your spot today.
