Adviser feedback prompts TNP pilot
TNP is to host a pilot workshop in Auckland on issues around adviser business and disclosure statements.
Thursday, September 15th 2011, 7:18AM
by Benn Bathgate
The workshop is the first initiative to come in the wake of what TNP director of Development Dr Dave McMillan described as a "philosophical change for us" as the dealer group reaches out to advisers for feedback on products and services.
At a series of seminars back in August McMillan called on advisers to suggest issues they would like support and help on, and the October workshop is the first event to result from that process.
"One of the advisers [at the seminar] said what I'd really like is a workshop where I could bring in my adviser business statement and my disclosure statement and you guys can have a look at it and let me know if it's OK or not," McMillan said.
"That's led to a workshop we'll be piloting in October and if that works then we'll roll that round the country."
McMillan said the workshop would take place on either October 19 or 20.
Benn Bathgate is a business reporter for ASSET and Good Returns, email story ideas to benn@goodreturns.co.nz
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