June is packed with training opportunities—join us!
We're excited to invite you and your team to our upcoming online training sessions. Whether you're new to our tools or looking to deepen your expertise, we've got something for everyone:
Introduction to Quotemonster – Monday, 23 June 2025 11:00 am-12:00 pm
In this session, we go over the basics of using Quotemonster and how to make the most of your Researchmonster subscription.
Tips and tricks on how to set up your account for new users
Overview of available documents and resources
How to do a quote from start to the finished report
How to see research for banks, direct providers, group medical, and legacy products
How to generate and interpret different types of research reports
Demystifying Advicemonster - Tuesday, 24 June 2025 11:30 am-12:30 pm
In this session, we will demonstrate how to use our needs analysis and statement of advice (SOA) tools.
Business Risk Research and SOAs with Quotemonster – Wednesday, 25 June 2025 9:30 am-10:15 am
In this session, we demonstrate how to use Businessmonster to generate quotes and conduct in-depth research on Business Risk products. It includes a detailed walkthrough of a business client scenario, showcasing the process of completing a Fact Find and Needs Analysis, and producing a tailored, professional Business Statement of Advice. The session will also cover how to customise Businessmonster to align with your business’s specific requirements and workflows.
Introduction to Kiwimonster - Wednesday, 25 June 2025 12:00 pm-12:30 pm
In this session, we demonstrate how Kiwimonster helps advisers meet their clients’ KiwiSaver needs using tools to assess risk profiles, compare funds, show retirement projections, and produce client-ready reports. Kiwimonster Research (coming soon) will enhance this process with in-depth fund research, tailored recommendations, and the ability to generate personalised KiwiSaver Statements of Advice—supporting more informed and professional advice delivery.
If you would like to join any of these sessions, please email your request to info@quotemonster.co.nz
Happy Crunching!
