Final training sessions for 2024 released

You’re invited to join our final training sessions for 2024, our team have had a great time running these sessions, meeting new and experienced advisers and receiving valuable feedback on what we can do to improve.

If you’re interested in joining us, please see our scheduled below:

• Introduction to Quotemonster – Wednesday, 11 December 2024 10:30 am-11:30 am

In this session, Kelly Pulham, our National Partnerships Lead, will demonstrate the basic functions of our website, along with some handy tips and tricks along the way.

• Demystifying Advicemonster - Wednesday, 11 December 2024 12:00 pm-1:00 pm

In this session Aneel Ravji, our AdviceTech Lead, will demonstrate how to use our needs analysis and statement of advice (SOA) tools.

• Business Risk Research and SOAs with Quotemonster – Thursday, 12 December 2024 9:30 am-10:15 am

In this session, Aneel will demonstrate how to use our business risk pricing, research, and SOA functionality.

If you would like to join either of these sessions, please email your request to info@quotemonster.co.nz

Happy Crunching!