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On Demand Webinars:
Live webinar I Soft skills
Establishing clear expectations with upfront contracts
Join Ryan as he equips you with the tools to establish clear, mutual expectations with clients from the outset - fostering trust and eliminating uncertainty throughout the engagement. This webinar will provide practical steps for implementing upfront contracts, ensuring smoother client relationships and avoiding unexpected challenges down the line.
Live webinar I Compliance
Mastering governance and compliance
Join Scott and Ryan for an insightful session designed to keep you informed and confident in navigating governance and compliance. We'll cover essential compliance topics, practical tools for streamlining your processes, and strategies to avoid common pitfalls.
Live webinar I Provider update
Live webinar I Provider update
Sharpen your edge: What sets Asteron Life apart in 2025
Join Josh for an engaging and informative session as he shares the latest updates from Asteron Life. Josh will spotlight Asteron Life’s standout strengths in underwriting and income protection, highlighting exactly what sets them apart in today’s market.
Live webinar I Provider update
Live webinar I Provider update
Basecorp update: Products, pricing and preferred market insights
Join this informative session for a closer look at product and pricing updates and insights into preferred market segments. We’ll also cover the benefits Basecorp offers as a valued and reputable alternative stream lender in today’s market.
Explore insights from our past Knowledge Exchange webinars below:
Explore insights from our past Knowledge Exchange webinars below:
2025 TAP Knowledge Exchange webinars:
2025 TAP Knowledge Exchange webinars:
09/10/2025: Establishing clear expectations with upfront contracts
23/09/2025: Basecorp update: products, pricing and preferred market insights
11/09/2025: Sharpen your edge: What sets Asteron Life apart in 2025
14/08/2025: Mastering governance and compliance
17/07/2025: Exploring TAP's latest features
03/07/2025: Creating value: Tailoring solutions to client needs
19/06/2025: AIA - Ease of doing business
05/06/2025: How to get ahead of your FAP returns
22/05/2025: Qualifying prospects: Separating interest from commitment
08/05/2025: Partners Life update & understanding incentive regulations
10/04/2025: ASB adviser update & introduction to Jon Sadler
27/03/2025: How to offer more to your clients via F&G referrals
13/03/2025: Uncovering client needs: The power of active listening and the pain funnel
Mortgage Webinars:
Mortgage Webinars:
09/11/2023: Basecorp
25/09/2023: ASB Product Updates
19/09/2023: BNZ Product Updates
30/08/2023: Liberty Finance Presentation
15/08/2023: Basecorp Presentation
2024 TAP Knowledge Exchange webinars:
2024 TAP Knowledge Exchange webinars:
21/11/2024: TAP's Top Takeaways for 2024
07/11/2024: Meet our newest referral partner, equiti
24/10/2024: Exploring TAP's latest features
10/10/2024: Meet our newest referral partner, Bizcap
26/09/2024: Building rapport and trust from the first contact
12/09/2024: Meet our newest referral partner, Loan Options Ai
15/08/2024: Exploring TAP's latest features
18/07/2024: Vulnerable clients masterclass
04/07/2024: Red lining the TAP system
20/06/2024: Grow your business with Blanket Domestic F&G Cover
23/05/2024: nib Product Enhancements and Update
09/05/2024: Service your clients and generate referrals with KiwiSaver
18/04/24: Introducing Checkmonster & Business Cover via Quotemonster
11/04/24: Complaints Masterclass
28/03/24: Tracking your CPD
14/03/24: Are you prepared for regulatory FAP returns?
29/02/24: How to offer more to your clients via F&G referrals
15/02/24: CRM Power Users: Getting the most out of the latest updates
2023 TAP Knowledge Exchange webinars:
2023 TAP Knowledge Exchange webinars:
30/11/23: TAP's Top Takeaways - EOY 2023
16/11/2023: Quotemonster - Be a power user and get the most from the Quotemonster platform!
02/11/23: Blanket - Pro tips and tricks to get the most from the platform
24/10/2023: Vulnerable Clients Masterclass
05/10/23: What To Expect When You Are Expecting An Audit - Part Two
21/09/2023: Complaints Masterclass
07/09/2023: Accounting - Common Pitfalls For An Adviser Business
24/08/2023: Dissecting an FMA Audit Part 1 - Compliance Corner
10/07/2023: Advice Pipeline Users
27/07/2023: FMA Audit
13/07/2023: FAP Regulatory Return Requirements
29/06/2023: Discover how to use the LOAT tool
15/06/2023: Grow your business with Blanket Domestic F&G Cover
01/06/2023: Compliance Corner - Understanding your Responsibilities under the new Regime
18/05/2023: CRM Power Users - make the most of the system on a day to day basis
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