Over 2,500 Financial Advisers in New Zealand have crunched over 14 million quotes in the last 12 years using Quotemonster, and we invite you to see why!
We welcome you to join our upcoming online Advicemonster training session scheduled on Thursday, 6 April 2023 1:00 PM-2:00 PM.
In this session, we have an in-depth walk-through of our Statement of Advice service and how you can create a professional and comprehensive SOA. Be the first to learn about our recent enhancements and ongoing developments from our new AdviceTech Lead, Aneel Ravji. Our Needs analysis and SOA tools are exclusive to the Advicemonster subscription and due to the advanced nature of the product, training can take between 60-90 minutes. This session is great to attend for those considering upgrading their subscription, or if you have already upgraded but would like to learn how to get the most out of it.
If you would like to register, please send us an email on [email protected]
We look forward to seeing you there!
