Kiwi Adviser Network turns one

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The aggregator, Kiwi Adviser Network (KAN), has just celebrated its first birthday.

Friday, March 18th 2022, 6:00AM 1 Comment

by Eric Frykberg

But it is a lot more grown up than most one year olds.

It has 200 advisers in its network and 30 staff working on material to help the advisers do their job.

The company began when Chuck Slogrove and Ben Krebs took their 10 years of combined experience in the industry to create KAN.

They had worked together earlier, and their ace card was a piece of Customer Relationship Management (CRM) software known as Trail, which had been developed in 2015.

The company's senior business development manager Warwick Slow, says Trail was the key to KAN's growth.

“I think we had the benefit of a lot of existing relationships through Trail, as we had built up a lot of good will by looking after advisers.

“So when we were launching our aggregator, people said, oh, sure, we trust you guys, you have always seen us right.”

Slow said the first days of the new business were a bit nerve wracking.

“It's really exciting because when you first start out, but it is a bit like climbing Mt Everest, you have to take one step at a time.”

Recent research has indicated many advisers are bogged down in administration and long to spend more time on their core business: giving advice.

Slow says dealing with this problem is at the heart of his company.

“We are trying to give advisers their time back ….. the whole reason we are doing this is to make it easier to run a financial advice business in New Zealand, either with Trail or with KAN's aggregation and compliance services.

“We just want advisers to have a good night's sleep, and the more we can help with scalable solutions, the more they can focus on revenue-generating activities.”

KAN is based in Auckland's Eastern suburbs.

Tags: KAN

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