Notes from the practice.
Compliance, product and growth — written for the way Kiwi advisers actually work.
A plain-English walkthrough of the latest conduct guidance for financial advice providers — and the three record-keeping habits that will keep your next audit boring.
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AdviserDesk now watches for the life events that quietly leave clients under-insured — and tells you before they ask.
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A practical playbook for turning admin time back into client time — and lifting retention while you're at it.
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The Statement of Advice structure that satisfies the FMA and the client in the same document.
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Audience filters, merge fields, and the renewing-in-90 segment every insurance adviser should save.
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Moving off TAP or any other CRM — exactly what to export, what we map, and what your first week on AdviserDesk looks like.
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Consolidation, AI, and why the human adviser matters more than ever in the NZ life and risk market.
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From transcript to drafted SOA to the follow-up email in your own tone — a walk through a real review, start to finish.
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What collecting, storing and sharing client data really requires — and how to make compliance the default, not a chore.
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Why the 90-day renewal window is the most valuable real estate in your book — and how to never miss it again.
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How NZ advisers are pairing KiwiSaver, mortgage and life cover conversations into one relationship — and one workflow.
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