Notes from the practice.

What should a financial adviser CRM actually do? A practical buyer's guide covering compliance trails, renewal workflows, AI meeting notes, and the pricing traps to avoid.

Weighing up Marloo for client meetings? See why NZ life & risk advisers are opting for a Marloo alternative with AI notetaking built straight into the CRM they already use every day.

A meeting recording becomes a drafted file note and follow-up email. Here is how AI notetaking for financial advisers works, and what to check before you trust it.

A missed renewal buried in row 400 is the moment most advisers realise Excel isn't insurance adviser software. Here's the checklist for what should replace it.

Notion, Trello and shared spreadsheets all pass as a note taking app for advisers — until your book grows. Here's what breaks first, and what switching to a real CRM actually looks like.

CRM or practice management software? For NZ insurance advisers, the two terms overlap far more than the marketing suggests — here's how to tell what a tool really does.

Shopping for a CRM for solo insurance adviser use? Skip the team permissions and multi-branch reporting. Here's what actually earns its place on a one-person book.

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.

AdviserDesk now watches for the life events that quietly leave clients under-insured — and tells you before they ask.

A practical playbook for turning admin time back into client time — and lifting retention while you're at it.

The Statement of Advice structure that satisfies the FMA and the client in the same document.

Audience filters, merge fields, and the renewing-in-90 segment every insurance adviser should save.

Moving off TAP or any other CRM — exactly what to export, what we map, and what your first week on AdviserDesk looks like.

Consolidation, AI, and why the human adviser matters more than ever in the NZ life and risk market.

From transcript to drafted SOA to the follow-up email in your own tone — a walk through a real review, start to finish.

What collecting, storing and sharing client data really requires — and how to make compliance the default, not a chore.

Why the 90-day renewal window is the most valuable real estate in your book — and how to never miss it again.

How NZ advisers are pairing KiwiSaver, mortgage and life cover conversations into one relationship — and one workflow.