Podcast guest Mike Tonks Director of: https://www.rmafinancial.co.nz/team/mike-tonks/ Chapters 00:00 Investing in Business: A Personal Journey 03:32 Navigating Commercial Lending and Initial Investments 06:31 Building Trust with New Clients 09:27 The Importance of Client Relationships 12:26 Evaluating the Right Book of Business 15:16 Maximizing Value in Client Bases 18:42 Marketing Strategies for Young Families 21:17 The Gateway Products in Insurance 24:46 The Dynamics of Health Insurance Market...
Nov 06, 2024•50 min
Podcast guest Scott Innes Director of https://www.moneymaverick.nz/ Chapters 00:00 Introduction to Business Models in Finance 03:13 Understanding Financial Consulting and EAP Services 05:58 Navigating Client Perceptions and Industry Education 08:59 The Impact of Life Events on Financial Decisions 12:11 Challenges in Financial Planning and Retirement Awareness 15:08 Couples and Financial Communication 18:11 Tailoring Financial Advice to Individual Needs 20:48 The Role of Employers in Financial We...
Oct 31, 2024•51 min
Podcast guest Jamie Norton Financial Adviser at: https://www.rmafinancial.co.nz/team/jamie-norton/ Chapters 00:00 Overview of Business Insurance Options 02:51 Understanding Shareholder Protection 06:07 Key Person Cover Explained 08:53 Group Insurance Schemes for Employees 11:54 The Value of Employee Benefits 15:00 Navigating Group Insurance Policies 17:59 The Role of Advisors in Insurance 20:58 Addressing Employer Concerns 24:03 The Importance of Regular Reviews 26:52 Claiming and Pricing in Gro...
Oct 29, 2024•1 hr 2 min
Podcast guest Avi Kumar Financial Adviser: https://coconutinsurance.co.nz/ Chapters 00:00 The Meaning of Life and Personal Connections 02:50 Cultural Heritage and Identity 06:04 School Life and Bullying Experiences 09:11 Family Responsibilities and Grief 11:58 Navigating Life After Loss 15:07 Understanding Grief and Moving Forward 17:57 Reflections on Love and Relationships 20:58 Dancing Through Life 24:03 Nurturing Long-Term Relationships 24:56 Exploring Relationships and Communication 26:57 Na...
Oct 27, 2024•51 min
Podcast guest Nick Sevta Managing Director of https://www.fundr.co.nz Chapters 00:00 The Art of Cold Outreach 10:29 Navigating Economic Challenges 15:47 Understanding the Lending Landscape 27:14 Navigating Debt and Asset Disposal 30:22 Understanding Interest Rates and Economic Impact 34:08 Securing Funding: The Application Process 39:10 Improving Credit Ratings and Financial Literacy 47:07 Supporting SMEs: The Role of Fundr...
Oct 24, 2024•50 min
Podcast guest Keith Kerr Director of https://www.mysolutions.nz/ and Wealth Adviser at https://www.financialsolutionz.co.nz/
Oct 22, 2024•39 min
Podcast guest Paul Bate Director of https://simplylife.nz/ Chapters 00:00 Understanding Income Protection 02:54 The Importance of Coverage 05:48 Real-Life Impacts of Illness 08:59 Navigating Claims and Underwriting 11:54 Income Protection vs. Mortgage Protection 14:58 Self-Employed Considerations 17:56 The Role of Trauma and TPD Insurance 20:51 Maximizing Benefits and Coverage 23:55 The Cost of Insurance and Budgeting 26:56 Final Thoughts on Income Protection...
Oct 20, 2024•54 min
Podcast guest Rochelle Carly Co-Founder of https://www.randpinsurance.co.nz/ Chapters 00:00 The Power of Marketing in Financial Advice 02:49 Building a Personal Brand and Niche 05:44 Understanding Your Target Audience 10:11 Navigating Personal Challenges and Resilience 15:08 Health, Wellbeing, and Insurance Education 20:42 Empowering Women and Community Engagement 24:25 Addressing Women's Health Issues 29:08 Overcoming Hyper-Independence in Relationships 32:32 Content Creation and Social Media S...
Oct 17, 2024•51 min
Podcast guest Alana Collinson is the operations manager of: https://www.financialindependence.co.nz/ Chapters 00:00 Building a Strong Team Culture 03:02 Hiring for Values vs. Performance 06:00 Creating a Collaborative Environment 08:57 Managing Underperformance and Expectations 12:08 The Importance of Clear Communication 15:10 Training and Development for New Advisors 17:53 Understanding Client Psychology 21:02 Navigating Client Objections 24:01 The Economics of Insurance Advisory 26:56 Integrat...
Oct 15, 2024•39 min
Jimmy Lin, CA, Risk and Business Valuation Specialist For Proficio: https://proficio.co.nz/business-valuation-home/ Chapters 00:00 Understanding Business Valuation 03:03 The Role of Intangible Assets 06:10 Valuation Process and Methodologies 09:12 Preparing for Business Sale 12:00 The Importance of Accurate Financials 14:53 Market Trends and Valuation Ranges 17:55 Marketing and Client Relationships 20:56 Affordable Valuation Services for SMEs 24:02 Recurring Revenue and Business Growth 27:01 Val...
Oct 10, 2024•1 hr
Avinash Kumar: “I help people get covered | Coconut Lover | LinkyLand Junkie | Financial Advisor | Expert in Insurance”: https://haloadvisers.co.nz/ Chapters 00:00 The Journey Begins: From Debt Collection to LinkedIn Success 03:00 Building a Personal Brand on LinkedIn 06:01 Transitioning to Insurance: Challenges and Triumphs 08:58 The Art of Connection: Engaging with Clients 12:07 Sales Strategies: From Cold Calls to Warm Leads 14:56 Creating Meaningful Relationships in Business 18:02 Navigating...
Oct 08, 2024•50 min
Yang Gu is a father, a husband, a business owner, a leader, a strategist and an insurance legend: https://www.yourgeneration.co.nz/ Chapters 00:00 Creating Unforgettable Client Experiences 03:08 Tailored Advice and Understanding Client Needs 05:58 Navigating Objections and Value Perception 09:08 Engaging Multiple Decision Makers 12:03 Building Rapport and Creating a Comfortable Environment 14:52 Presenting Advice Effectively 17:53 Retention Through Exceptional Service 20:47 Catering to Diverse C...
Oct 06, 2024•26 min
Guest is Willi Olsen Director of https://www.lifecovered.nz/ Chapters 00:00 Transformative Literature: The Power of Eulogies 02:54 Cultural Perspectives on a Fulfilling Life 05:55 The Evolution of Values Through Life Stages 08:44 The Importance of Deep Friendships 11:53 Navigating Life's Challenges: The Role of Support 14:51 Mindset and Resilience in Overcoming Adversity 17:43 The Dangers of Victimhood Mentality 20:51 Business Lessons: Accountability and Growth 23:42 Finding Joy in Meaningful Co...
Oct 01, 2024•45 min
You can download the book by clicking here
Sep 29, 2024•21 min
Jason Venu, Founder & Managing Director at Coversure: https://coversure.co.nz/ Chapters 00:00 The Journey into Sales 03:18 Building Genuine Connections in Sales 06:16 The Importance of Attitude in Hiring 09:12 The Mission of Coversure 12:13 Real-Life Impact of Insurance 16:17 Navigating Emotional Challenges in Insurance 19:10 The Reality of Uninsured Families 22:04 Educating Clients on Financial Risks 25:13 Changing Perceptions of Insurance 28:24 The Value of Self-Insurance 31:24 The Power o...
Sep 26, 2024•39 min
Nicole Middleton is a money confidence speaker, financial adviser and owner of https://www.wealthcraft.co.nz/ Instagram: https://www.instagram.com/wealthcraft.nz/ https://www.tiktok.com/@wealthcraft.nz/ Email: [email protected] Chapters 00:00 From Life Coaching to Financial Advising 03:32 The Power of Mindset and Choices 06:39 Identifying Joy and Purpose 09:31 Self-Awareness and Human Connection 12:29 Navigating Relationships and Pain 15:16 The Pursuit of Happiness and Autonomy 18:28 The R...
Sep 24, 2024•50 min
Podcast guest Andre-Paul Stokes: https://mainz-ltd.com/ Chapters 00:00 Family Dynamics and Unknown Biological Father 04:41 Feeling Like an Outsider 06:23 School Experience 09:02 Coming to Terms with the Past 09:52 Journey to Self-Acceptance 12:20 Building a Family and Leaving a Legacy 19:12 Resistance to Change in Farming Practices 22:14 Traumatic Realities of Farming 24:40 Deer Farming and Rustling 25:46 The Antler Business 26:28 The Process of Harvesting Antlers 27:00 The Demand for Antlers 27...
Sep 22, 2024•53 min
Podcast guest Jason Lloyd: https://vegalend.co.nz/jason-lloyd Chapters 00:00 The Journey into Automotive Training 03:31 Role Play: A Tool for Sales Training 06:30 Understanding Client Needs in Sales 09:33 Navigating Objections in Sales 12:15 The Importance of Empathy in Sales 15:13 Identifying Customer Personalities 18:29 Health vs. Income Protection: A Balancing Act 21:18 Real-Life Impacts of Insurance 24:36 Overcoming Trust Issues in Insurance 27:13 The Role of Advisors in Client Education 30:...
Sep 19, 2024•46 min
Podcast Guest Adam Sutcliffe: https://www.arkfg.co.nz/specialists/adam-sutcliffe/ Chapters 00:00 Introduction and Background 01:25 Building Relationships and Finding Sparks 07:38 Managing Unruly Students and Creating a Conducive Environment 13:33 Streamlining the Curriculum 18:27 Goal-Oriented Mindset 22:30 Setting and Achieving Goals 24:32 The Power of Personal Growth 26:24 The Need for Financial Education 29:43 Making Financial Conversations Open and Normal 33:16 Helping People Face the Realit...
Sep 17, 2024•48 min
Podcast guest Peter Crawford: https://adastra.co.nz/ Chapters 00:00 Attributes of a Good Financial Advisor 06:44 The Motivations Behind Buying Insurance 08:42 Financial Planning: Plan A and Plan B 14:01 The Role of Sales in Financial Advisory 19:18 Challenges of Work-Life Balance and Mental Health 25:46 Difficult Conversations in the Financial Advisor Role 28:53 Specialist Insurance Companies and Worldwide Coverage 32:32 Introduction and the Importance of Travel Insurance 35:44 Navigating Sensit...
Sep 15, 2024•59 min
Chapters 00:00 Creating a Space to Heal 00:54 Discovering Your Values 06:07 Applying Values in Pursuing Purpose and Relationships
Sep 12, 2024•8 min
Chapters 00:00 Finding Purpose 03:13 Healing Emotions 06:08 Sharing Emotions 08:03 Solving Problems for Others 10:27 Values and Boundaries
Sep 10, 2024•11 min
Chapters 00:00 Introduction 00:48 Understanding the Importance of Availability 04:43 The Role of Speed in Lead Conversion 06:45 Personalization and Communication Channels 07:53 Appointment Booking and Follow-up Strategies 10:32 Conclusion: The Power of Speed and Availability...
Sep 08, 2024•11 min
Chapters 00:00 Introduction 00:17 The Importance of Tonality in Cold Calls 00:37 Understanding B2B Cold Calls 01:39 Leveraging Client Perception in B2B Calls 01:49 The Art of Getting Past the Gatekeeper 05:55 B2B Cold Call Summary 06:12 Exploring B2C Cold Calls 08:09 Mastering Door Knocking Techniques 10:00 The Power of Mirroring and Matching 11:06 The Art of Stopping People in the Street 13:32 Conclusion...
Sep 05, 2024•14 min
Podcast guest Luke Gordon: https://www.instagram.com/lukeinsuranceadviser?igsh=NDRmaWh5cGxrOHlz Chapters 00:00 Becoming an Independent Financial Advisor 01:56 Exploring Different Lead Generation Strategies 07:30 Challenges of Balancing Work and Personal Life 14:28 Expanding the Business and Hiring New Advisors 22:15 The Impact and Importance of Insurance 31:24 The Importance of Comprehensive Health Insurance 33:16 The Limitations of Public Healthcare Systems 37:37 The Advantages of Level Premium...
Sep 03, 2024•1 hr 1 min
Podcast guest Allister McIntyre: https://www.mortgageadvicecompany.nz/ Chapters 00:00 Starting and Growing the Business 02:22 Insurance Claims and Support 03:33 Balancing Coverage and Premiums 07:50 Building Trust and Transparency 16:08 Addressing Preconceived Notions and Barriers 31:22 Overcoming Hesitation: The 'Parents Will Take Care of Me' Excuse 33:05 Dealing with Ghosting: Challenges in the Insurance Industry 34:29 Finding the Right Approach: Convincing People of the Importance of ...
Sep 01, 2024•56 min
Podcast guest Peter Steyn's book: https://www.paperplus.co.nz/shop/books/non-fiction/education-reference/politics/supping-with-satan?srsltid=AfmBOoqsORp8jKUum3x7t5pSDkHvvhzra1BqpyAjsoUREDicmkqJuKqR Chapters 00:00 Childhood in South Africa 08:52 Indoctrination and White Superiority in Education 12:47 Financial Motivations behind Apartheid 16:05 The Role of Propaganda in Maintaining Apartheid 27:05 Shifting Perspectives and Facing Dissent 30:32 Conscripted Service in Apartheid-Era South Afric...
Aug 29, 2024•1 hr
Podcast guest Yang Gu: https://www.yourgeneration.co.nz/ Chapters 00:00 Transitioning from Selling to Training: The Key Skills and Traits 03:03 Generating Appointments and Nurturing Leads: Proactive Outreach and Follow-ups 05:39 Building Relationships and Effective Communication in Sales and Training 08:46 Handling Objections: Addressing Price Concerns and Demonstrating Value 10:48 The Role of Technology and Collaboration in the Financial Services Industry 16:07 Retention: Setting Expectations a...
Aug 27, 2024•21 min
Podcast guest Charlie Gautier: innovest.co.nz Chapters 00:00 Starting a Business in a Garden Shed 03:21 Believing in Yourself and Creating a Successful Setting 08:39 The Challenges and Paradigm Shifts of Starting a Business 11:35 The Importance of Service and Helping People 16:18 Growth and Future Plans: Franchise Options and Turnover Targets 23:35 Attracting and Training Talent: Personality and Teachability 26:50 The Journey to Becoming a Successful Advisor 29:37 The Role of Determination and C...
Aug 25, 2024•51 min
Podcast guest Jacques Van Heerden: https://newma.co.nz/ Chapters 00:00 The Power of Podcasts for Business Networking and Prospecting 08:14 Building Trust and Increasing Conversion Rates with Video Content 13:49 Understanding Client Motivations for Getting Insurance 26:56 The Importance of Diversity in Successful Partnerships 28:43 The Importance of Claim Stories 31:49 Targeting Concerns for Loved Ones 37:30 The Role of Insurance: A Fence at the Top of the Cliff 41:44 Making Insurance Tangible an...
Aug 22, 2024•54 min
