Today we're joined by Malcolm Knight. Malcolm guides us through how he became a mortgage adviser and eventually breaks off to start his own advice business. You'll discover more about how he creates a better work-life balance. How he is nurturing the future of the industry through mentorship of younger advisers. And how beneficial a new face can be when helping your clients.
What does it mean to empower your clients and the further community? We think Sarah Curtis from Sarah Curtis Mortgages & Insurance has it figured out. And you will too after watching this week's KAN Podcast episode.
Still in the infancy stage of his business, Craig Sutherland from Safeguard Life tells us the journey of how he's gotten to where he is today, and where he plans on going.
Paul Fuller from the Mortgage Room has created a sustainable business, which focuses on building generational wealth for all its clients. We get an insight into this in this week's podcast.
Darcy Ungaro runs a very lean business, which means he's only got a limited amount of hours in the day. In this podcast, we'll be taking a journey with Ungaro & Co. as we explore how Darcy created such a lean business structure, and how he set up a fee for service.
Creating a strategy and sticking to it. Eugene Bartsaikin from Twine Financial Advisers discusses the keys to his businesses growth
Focus on your strengths, and outsource everything else. Sam Kodi from Smart Adviser shares his journey and some decisions that have led to his success.
We're joined by Johan Fritz from Leapway Financial Consultants, as he talks us through the concept of Good to Great. Understanding your strengths and weaknesses, and how to utilize that knowledge to go further as a business.
In this episode, Anand from Brisk Insurance divulges his secrets to ensure your clients get their claims paid. From educating medical professionals in policy wordings to calling your adviser before your doctor. These unorthodox practices have cemented Anand as a claims specialist, and in doing so changed his clients' lives. Join our Facebook group for financial advisers. https://www.facebook.com/groups/nzadvisercommunity Learn more about the Kiwi Adviser Network. https://www.kiwiadvisernetwork.c...
In this podcast, we're joined by Sue the owner of Sue Tierney Mortgages. Sue takes us on her journey from pulling 19hr days to having a healthy work/life balance, and the importance of mentorship. Sue owes her transformation to a retired New York Rabbi, who taught her how to turn any day into a winner! Join our Facebook group for financial advisers. https://www.facebook.com/groups/nzadvisercommunity Learn more about the Kiwi Adviser Network. https://www.kiwiadvisernetwork.co.nz/...
Welcome to the Kiwi Adviser Network Podcast. In the fifth episode of the Kiwi Adviser Network Podcast. Warwick interviews Hamish from mortgagesonline.co.nz, where they discuss how to grow a successful mortgage business.
Welcome to the Kiwi Adviser Network Podcast. In the fourth episode of the Kiwi Adviser Network Podcast. Warwick interviews Claire from Claire McArthur Mortgages, where they discuss how to grow a successful mortgage business. Join our Facebook group for financial advisers. https://www.facebook.com/groups/nzadvisercommunity Learn more about the Kiwi Adviser Network. https://www.kiwiadvisernetwork.co.nz/
Welcome to the third episode of the Kiwi Adviser Network Podcast. In this episode, Warwick interviews Jeff from iLender, where they discuss how to grow a successful mortgage business. Join our Facebook group for financial advisers. https://www.facebook.com/groups/nzadvisercommunity Learn more about the Kiwi Adviser Network. https://www.kiwiadvisernetwork.co.nz/
Welcome to the second episode of the Kiwi Adviser Network Podcast. In this episode, Warwick interviews Satyan from iConsult, where they discuss how to grow a successful mortgage business. Join our Facebook group for financial advisers. https://www.facebook.com/groups/nzadvisercommunity Learn more about the Kiwi Adviser Network. https://www.kiwiadvisernetwork.co.nz/
Welcome to the first episode of the Kiwi Adviser Network Podcast. In this episode, Warwick interviews Rupert from Mortgage Lab, where they discuss how to grow a successful mortgage business. Join our Facebook group for financial advisers. https://www.facebook.com/groups/nzadvisercommunity Learn more about the Kiwi Adviser Network. https://www.kiwiadvisernetwork.co.nz/ Want to watch the video? Here is the link https://www.youtube.com/channel/UClye1ZUG29kHVtrTW_k3Q-g...
