The monster’s back in town - Tauranga

The monster’s back in town

We know you give great advice: this session is about:

• The new features of the new Quotemonster site

• The research updates and new staff to support you

• The fastest way to produce your own unique life and health SOA

Recently our monster had a makeover and took on a much cleaner look. We introduced a bunch of new advice tools, improved navigation of the resources, added significant customisation of SOA’s for Advicemonster users and much more. We will show you recently released company reports and adviser customer experience (ACE) tools. We will work through research and technology roadmap questions with you. An interactive session on recent research reviews, plus announcements of new CPD support.

Our team is expanding and some of them will be travelling the country to share with you the enhancements we have made, and we are excited to get your views on what you want our priorities to be going forward. We are here to support your advice business grow and do better, plus help you meet your licence conditions at the same time.

Schedule:

Quotemonster: main session (One hour).

Break with refreshments (30 minutes). Followed by your choice of one of two breakout sessions:

Advicebridge (40 minutes): The anatomy of the deal. We examine the market for financial advice client bases and the common features of transactions. Whether you are buying, or selling, or simply keen to learn more about how managing your business to valuation metrics helps you to become stronger, bigger, and more resilient. (If you want to join us, in this session please register here)

OR

Quotemonster Clinic (40 minutes): Bring along your laptop and sit down with one of our experts. Need help updating your settings? Want to include banks in your comparisons? Find out how to customise your SOA? Change your subscription settings? Bring your questions along and we will work through them together.