Closing the Gaps - Adviser Webinar
Closing the Gaps:
Key findings from insurance file reviews and practical tips for better customer outcomes
Insurance Accelerator
Get the latest updates and insights from Asteron Life
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Mortgage Accelerator
Get the latest updates and insights from FMT & BNZ
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Referrer Focus Week
By diversifying your service and offering support throughout their financial journey, you can assist your clients in more ways, while strengthening your business at the same time.
Our referral partners will be running daily sessions covering KiwiSaver, General Insurance, Personal Finance and Business Lending - everything you need to know about their client solutions, how to refer and the benefits to your business.
Mortgage Accelerator
Get the latest updates and insights from Finbase and Avanti Finance
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Mastering MyCRM
Make MyCRM work harder for you with monthly focus session designed to help you level up in the areas you said you want more support with.
This month: Data Insights Reporting
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