976523713
Special Report

NZFSG’s ‘MyInduction’ Programme: Setting advisers up for success

Tuesday 22nd of October 2024

Led by Induction Training Manager, Tania Styche, the programme offers personalised, one-on-one and small group training tailored to each adviser’s area of expertise and experience level, from newcomers to seasoned professionals.  "Advisers come from such diverse backgrounds with different levels of knowledge and business goals. They truly appreciate the personal approach, knowing they can ask questions and receive the guidance they need," she says.

The programme includes a step-by-step walk through of MyCRM, empowering advisers to operate safely, streamline their business and save valuable time. For those who opt for compliance support under the Assurance Programme, the course also provides a comprehensive understanding of their responsibilities and obligations as a financial adviser.

"In today's regulated environment, it's essential that advisers have the knowledge, tools, and support they need to operate with confidence and deliver top-tier customer service," says Tania.

Tania Styche brings over 35 years of financial services experience to the role, offering weekly check-ins throughout the induction to address any questions and provide additional guidance.

Want to read the full article?

Click the button below to subscribe and will have free unlimited access for a limited time to full article and all other articles on the site.

You will also be able to comment on articles on Good Returns.