Podcast guest Tony Hall: financingfutures.co.nz Chapters 00:00 Running Two Businesses in Different Countries 04:40 Success in the Mortgage Lending Industry 08:49 Marketing and Staffing Considerations 11:59 Maximizing Loan Approvals and Client Satisfaction 14:27 The Importance of Getting Deals Done 20:57 The Benefits of Hiring and Training Young People 26:12 The Impact of Young Employees on the Business 28:36 Finding the Right People for the Job 35:43 Building Relationships and Referral Partnersh...
Aug 20, 2024•59 min
Podcast guest Bruce Cortesi: https://planwise.co.nz/ Chapters 00:00 Bringing Back the Passion: Providing Good Outcomes in the Financial Services Industry 08:10 The Importance of Building Relationships in the Advisor-Client Dynamic 14:11 Critiquing the Focus on Regulations and Transaction-Based Approaches 18:17 Addressing the Lack of Support for Advisors in Sensitive Situations 23:57 Promoting the Real Value and Positive Impact of the Profession 29:27 Rethinking Insurance 31:17 The Changing Lands...
Aug 19, 2024•1 hr
Podcast guest Mark Scown: https://markscown.co.nz/ Chapters 00:00 Introduction: Fixing Trauma Cover Premiums 01:46 The Benefits of Level Premiums 04:35 The Need for Life Insurance as You Get Older 08:00 Structuring Life Cover for Different Life Stages 11:33 The Future of Insurance Companies and Cover 14:51 The Limited Availability of Level Trauma Cover 18:21 The Potential Savings of Level Premiums 21:35 Comparing Level and Stepped Premiums 25:05 Reducing Cover Amount to Manage Premiums 29:50 Ack...
Aug 18, 2024•1 hr 5 min
Podcast guest Darren Butter: https://www.kaurifinancial.nz/ Chapters 00:00 Marketing and Lead Generation in Financial Advising 03:49 Building Relationships and Leveraging Referrals 06:22 The Comprehensive Approach to Financial Advice 14:03 Using Google Ads for Targeted Lead Generation 34:25 The Evolution of SEO and the Importance of Valuable Content 36:06 Balancing AI and Human Interaction in Financial Advice 48:37 The Role of Education in Financial Advice 52:18 The Process of Converting Leads 5...
Aug 17, 2024•1 hr 7 min
Podcast guest Joel Mclachlan: https://advicekiwi.co.nz/ Chapters 00:00 Being an Introvert in Sales 04:46 Creating Tangibility in Sales 06:52 Dealing with Rejection and Building Relationships 08:56 The Value of Referrals 15:36 The Effectiveness of In-Person Meetings 28:50 Setting Boundaries and Creating Urgency 31:57 Building Trust and Receiving Referrals 34:56 Networking and Relationship Building 49:28 Hiring and Training Advisors...
Aug 15, 2024•57 min
Podcast guest Upmeet Sodhi: mutuals.co.nz Chapters 00:00 Waking Up Early and Establishing a Routine 06:57 The Importance of Getting Enough Sleep 09:11 The Impact of Economic Policies 14:50 The Role of Education in Understanding Economics 20:30 The Importance of Discipline and Prioritization 26:21 Prioritizing Existing Clients for Business Success 29:17 The Importance of Education and Understanding 33:29 Challenges and Considerations in Selling Insurance 46:28 The Behavioral Aspects of Financial ...
Aug 13, 2024•59 min
Podcast guest Anita Ferris: https://www.parachute-insurance.co.nz/ Chapters 00:00 Introduction and Anita's Background 00:32 Swiss Banking and Neutrality 06:53 Anita's Travels in China 16:19 Anita's Leadership Style 24:07 Incentivizing and Appreciating the Right Behaviors 25:21 Hiring for Attitude and Passion 26:55 The Importance of Information and Decision-Making in the Sales Process 28:43 Building Rapport with Personal Stories 35:26 Training and Development for Success and Retention...
Aug 11, 2024•51 min
Podcast guest Anthea Livingstone Chapters 00:00 Starting and Running Party Plan Businesses 06:42 The Transferable Skills of Motherhood 15:53 Challenges in the Share Market 23:46 Navigating Financial Crises and Risk Management 25:38 Lessons Learned from a Failed Business Partnership 30:47 Building Relationships and Using Storytelling in Insurance Sales 33:26 The Importance of Understanding Insurance Policies...
Aug 10, 2024•47 min
Podcast guest Kimberley Stevenson: https://www.storygroup.co.nz/ Chapters 00:00 Building a Supportive Team 02:30 Delegation and Trust 08:38 Balancing Work and Family 13:40 Organic Referrals 29:19 Mastering Phone Calls and Prioritization 30:16 The Importance of Admin Time 34:42 Speed to Response in Customer Service 37:45 Keeping Clients Informed During the Claims Process 46:37 Personalizing the Onboarding Process...
Aug 08, 2024•58 min
Podcast guest Racquel Sheath: https://www.efsnz.co.nz/ Chapters 00:00 Introduction and the Role of Group Messaging and Videos 02:13 Increasing Show-Up Rates and the Importance of Speed to Context 07:03 Reaching Out to Existing Clients and Effective Communication 10:04 Providing Value Beyond Insurance and Balancing Upselling 21:45 Building Trust and Enhancing Client Engagement 23:31 Understanding and Believing in Recommended Products 24:31 Managing Expectations in Financial Advising 26:52 The Ded...
Aug 07, 2024•54 min
Podcast guest Jason Shortt: https://www.yourinsuranceadviser.co.nz/ Chapters 00:00 Transitioning from Personal Training to Insurance: A Journey of Change 03:20 Client Retention and Sales Strategies in Personal Training 05:15 The Role of Diet and Lifestyle in Fitness and Health 29:36 Effective Sales Strategies and Customer Engagement 35:06 Challenges of Selling Insurance 46:08 The Importance of Financial Education and Transparency in Financial Advice...
Aug 06, 2024•55 min
Podcast Guest Julia Vahry: vahry.co.nz Chapters 00:00 The Art of Acting and Self-Discovery 04:23 Exploring Human Behavior and Confronting Good and Evil 07:28 Maintaining Humanity in the Face of Evil 27:02 Navigating Challenges in Mental Health Services and Community Safety 29:10 Challenges in the Criminal Justice System 31:45 The Importance of Empathy in Addressing Societal Issues 44:49 Pursuing Dreams and Aspirations...
Aug 05, 2024•53 min
Podcast guest Craig Kura: https://totallife.co.nz/ Chapters 00:00 Accidental Panel Beating: A Start to Life 03:31 Transition to Sales: From Panel Beating to Used Car Sales 07:15 Insights into Car Sales: The Art of Selling Cars 11:03 Role in Automotive Industry: General Manager and Dealer Principal 15:28 Facilitating Relationships in Financial Advisory: Joint Appointments and Client Relationships 26:16 The Art of Advisor Recruitment and Training 28:07 Balancing Scale and Client Engagement 32:06 T...
Aug 04, 2024•49 min
Podcast guest Dominic Bish: https://bolsterriskmanagement.com/ Chapters 00:00 The Decision to Pivot: Embracing New Opportunities 03:28 The Power of Patience, Persistence, and Flexibility in Entrepreneurship 08:16 Meditation: Enhancing Focus and Decision-Making 12:44 Embracing Challenges for Personal Growth and Success 26:16 The Importance of the Journey and Rewarding Input 28:36 Creating a Business Plan and Setting Goals 34:28 Implementing Risk Management Strategies 38:56 Understanding the Value...
Aug 03, 2024•55 min
Podcast guest Raj Harike: https://nzsure.co.nz/
Aug 02, 2024•51 min
Podcast guest Andrew Ball: https://easeinsurance.co.nz/ Chapters 00:00 Starting a Business and the Challenges Faced 06:10 Lessons Learned from a Failed Franchise Experience 13:44 The Emotional Drivers of Insurance Purchases 21:37 Viewing Insurance as an Investment in Financial Protection 25:03 Building Relationships and Staying Top of Mind with Clients
Aug 01, 2024•38 min
Podcast guest Darshan Basavaraja: https://www.arcadiafinancial.co.nz/ Chapters 00:00 Starting a Business: Challenges and Risks 03:01 Perseverance and Adaptability in Entrepreneurship 09:53 The Art of Cold Calling: Connecting Emotionally 35:51 The Power of Mirroring and Mimicking 37:26 The Role of Tonality and Framing 40:38 Addressing Awkward Situations 45:08 The Importance of Being in a Flow State 49:09 Taking Risks for Personal Growth...
Jul 31, 2024•58 min
Podcast guest Steve Maley https://trinityinsurance.co.nz/ Chapters 00:00 Introduction and Background 02:52 Selling Door-to-Door Insurance: Building Trust and Addressing Concerns 07:41 Overcoming Misconceptions: Educating Clients about Insurance 11:34 The Value of Insurance: Personal Stories and Examples 14:58 Listening to Clients: Focusing on Needs Rather Than Upselling 22:15 Challenges Faced by Insurance Advisors 24:35 The Importance of Proactive Service and Communication 25:20 Educating Client...
Jul 30, 2024•45 min
Podcast guest Paul Burns: https://burnsgroup.co.nz/ Chapters 00:00 The Power of Forgiveness 06:00 Finding Inspiration in Religion 29:21 Acknowledging the Moral Law and Denying God 32:11 Starting with the Why: Navigating Resistance in Sales 35:49 Prioritizing the Relationship over the Sale 43:01 Delivering Peace of Mind in the Insurance Profession 49:17 Setting Clear Expectations and Handling Objections...
Jul 29, 2024•58 min
Podcast Guest Michelle De Wet: https://allcover.co.nz/ Chapters 00:00 Introduction and Impressive Lies in Sales 02:04 Handling Objections and Validating Clients 04:12 Strategies for Cold Calling and Persistence 06:31 Selling Insurance as a Service, Not Just a Product 10:43 Using Situational Openers and Overcoming Resistance 13:26 Consistency and Building Relationships with Clients 24:42 Using Thought-Provoking Questions in Sales 28:17 The Role of Fear and Advice in Sales 30:01 Using Social Media...
Jul 29, 2024•55 min
Podcast guest Nin Giles: https://www.adelphiinsurance.nz/ Chapters 00:00 Nina Giles' Background in Biology and Science 03:26 Exploring Oxidative Stress and Cancer 05:58 Different Treatments for Cancer 11:44 Understanding Cancer and its Challenges 20:42 Creating a Healthy Environment for Cell Health 23:12 The Importance of Health Insurance and Coverage for Non-Pharmac Funded Drugs 25:09 Providing Peace of Mind and Financial Support 32:32 Understanding Unique Needs and Affordability 37:14 Navigati...
Jul 28, 2024•53 min
Podcast guest Letisha Tan https://www.onpointadvice.co.nz/
Jul 27, 2024•46 min
Podcast guest Duncan Wait: https://standaloneinsurance.nz/ Chapters 00:00 Duncan's Journey on the Carnivore Diet 02:11 Intermittent Fasting and the Simplicity of the Carnivore Diet 04:45 Improvements in Weight, Arthritis, Asthma, and Psoriasis 10:24 Finding a Sustainable Way of Eating 27:55 The Impact of Sugar on Health 29:33 The Dangers of Processed Foods 33:11 The Role of Sugar in Inflammation and Ulcers 36:15 The Dangers of Consuming Seeds 40:32 The Effects of Acidic Foods on Dental Healt...
Jul 26, 2024•52 min
Podcast guest Mitch van der Weert: https://9yardsfs.co.nz/ Chapters 00:00 Networking Opportunities and Sponsorship 05:07 The Power of Follow-Up 08:11 Building Relationships with Referral Sources 14:08 Creating Urgency and Adding Value 22:23 Expanding the Network and Adding Value 26:06 Refining Processes and Leveraging Technology 27:39 The Role of KiwiSaver and Attracting Clients 36:14 Diversification and the Impact of Marketing 48:46 The Perception of Advice and the Value Proposition...
Jul 25, 2024•56 min
Podcast Guest Bryan Tucker: https://www.decline.co.nz/ Chapters 00:00 Introduction: Bryan Tucker's Role as an Insurance Advisor 07:27 The Advantage of Not Hiring a Lawyer 28:52 Unethical Practices by Banks and the Importance of Disclosure 35:58 Building Relationships with Large Organizations for Regular Referrals
Jul 24, 2024•59 min
Podcast guest Mike O'Reilly: https://www.sixstep.co.nz/ Chapters 00:00 Transitioning from Attorney to Business Owner 07:54 The Importance of Risk Assessment and Personalized Coverage 35:04 Stages of Business Growth 41:12 Building Trust and Personal Relationships
Jul 23, 2024•59 min
Podcast Guest Jeremy Goodman: https://portfoliopartnersnz.co.nz/ Chapters 00:00 Starting a Business and Passion for Golf 07:06 Finding Motivation in Personal Goals and Making a Difference 37:00 Navigating the Challenges of Parenting 43:37 Defining Success: Aligning Public and Private Persona
Jul 22, 2024•46 min
Podcast Guest, Shaun Vining: https://www.rmafinancial.co.nz/team/shaun-vining/ Chapters 00:00 From Weather to Fame: Light-hearted Beginnings 07:54 Critical Thinking: Encouraging Independent Thought 16:09 The Existence of Cruelty: Human Nature and Choices 31:47 Imperfect People Used for a Greater Purpose 51:29 Tall Poppy Syndrome: Pulling Down Those in Power
Jul 22, 2024•54 min
Podcast guest Brad Macdonald: https://macdonaldwealth.co.nz/ Chapters 00:00 Introduction and Discussion of Natural Disaster Challenges 08:32 Managing Business Continuity and Client Needs 14:41 Property Investment and Liquidity Considerations 37:50 Effective Marketing Strategies for Financial Advisors
Jun 26, 2024•57 min
Podcast guest with Travis Hamilton: https://tmxadvice.co.nz/ Chapters 00:00 The Million Dollar Roundtable and Advisor Success 06:48 Continuous Self-Assessment and Improvement as an Advisor 38:20 The Emotional Aspect of Being an Insurance Advisor 45:02 Balancing Sales Skills and Articulation in the Insurance Industry 53:38 Enhancing Motivation by Starting with Easy Tasks...
Jun 25, 2024•57 min
