Network doubles down on high-tech, high-touch model for advisers
NZFSG has wrapped up its nationwide Bounce Roadshows, signalling a new phase of growth and innovation for its adviser network at a time when mortgage rates, serviceability tests, and client expectations are all rising.
More than 700 advisers and partners attended the high‑energy events, which focused on improving efficiency, deepening client relationships, and broadening revenue streams for mortgage advisers and their businesses.
NZFSG CEO and managing director Bruce Patten (pictured upper left) said the roadshows were a pivotal moment for the group and the wider advice industry.
“While I’ve attended many roadshows over the years, this was my first time presenting as CEO,” Patten said. “It was a privilege to connect with more than 700 advisers and partners, share our vision, and have open conversations about the real challenges advisers are facing – and what we need to do together to take this network to the next level.”
AI and automation to tackle advisers’ biggest pain point: time
National director John Stickland and chief operating officer Monique Webster (pictured upper right and lower left) joined Patten and Loan Market’s Nicole Ferguson (pictured lower right) on stage, with all four leaders zeroing in on time pressure as advisers’ biggest constraint.
Drawing on his digital innovation background, Stickland highlighted the practical role of artificial intelligence in boosting adviser productivity and client outcomes.
“The opportunity with AI is significant, but the biggest barrier is simply getting started,” he said. “Our focus is on making AI practical and accessible for advisers, helping them build it into their daily workflows and unlock real value.”
Enhancements to MyCRM and NZFSG’s partnership with Afterburner showcased tools designed to automate routine tasks – from instant email generation after client calls to streamlined follow‑up – freeing advisers to focus on advice, strategy, and borrowing capacity discussions.
That focus mirrors broader industry trends, with recent research showing about two‑thirds of New Zealand advisers are already using AI or planning to adopt it within a year.
Webster emphasised that operational excellence is ultimately about simplicity and client experience.
“It’s not just about systems and processes – it’s about removing complexity and creating meaningful, consistent experiences for clients. Ultimately, it’s people who drive lasting success,” she said.
Brand, diversification, and collaboration in an AI‑driven market
Ferguson outlined a “high‑tech, high‑touch” approach as search and discovery shift in an AI‑driven world. By pairing national brand investment with hyper‑local digital strategies, the group aims to keep its advisers front‑of‑mind for first‑home buyers and property investors seeking mortgage advice.
Diversification also featured strongly, with NZFSG and its Platinum partners encouraging mortgage advisers to embed insurance into client conversations, use referral networks more actively and collaborate across product lines to protect clients and stabilise income in a shifting rate and credit environment.
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