Guest Jane Benton: https://g3freedom.co.nz/ Takeaways The sense of community and connection in rural areas can provide a fulfilling and meaningful life. Prioritizing personal relationships and family over work can lead to greater happiness and fulfillment. Financial planning is important for providing security, peace of mind, and the ability to pursue goals and dreams. Resilience is necessary to navigate challenges and setbacks in life. Commitment is essential in modern relationships to build tr...
Apr 07, 2024•47 min•Transcript available on Metacast Ian Dallas: https://www.linkedin.com/in/iandallasnz/?originalSubdomain=nz Takeaways There is a movie centered around refereeing that is dramatic and intense. The experience of a referee in rugby involves managing people and effectively communicating with them. Upbringing plays a significant role in shaping personal attributes and values. Acknowledging and listening to people's concerns and objections is crucial in insurance sales. Building trust with clients requires empathy and open communi...
Apr 06, 2024•48 min•Transcript available on Metacast Guest Simon O'Neill: velocityfinancial.co.nz Takeaways Show up and be present as a father, especially during the early years of a child's life. Find a balance between protecting your children and allowing them to face challenges and develop resilience. Learn from difficult experiences and use them as opportunities for personal growth and strength. Build a support network of friends and family who can provide guidance and understanding during tough times. Everyone has their own story and ...
Apr 04, 2024•50 min•Transcript available on Metacast Jonathan Marshall: https://www.linkedin.com/in/jonathan-marshall-aab05418/?originalSubdomain=nz Takeaways Starting a church can be driven by a desire to serve the community and provide a place of belonging. Belonging should come before belief and behavior in a church community. The Bible resonates with people because it has been tried and tested over generations and offers inspirational words for moral guidance. Living by faith and accepting the grace of God is more important than trying to just...
Apr 02, 2024•52 min•Transcript available on Metacast Carie Townley mortgage broker at https://adviser.loanmarket.co.nz/whangarei/ Takeaways Investing in the potential of clients without expectation and serving their problems is key to success as a mortgage broker. Building relationships and partnerships with referral sources is crucial for business growth. Storytelling can be a powerful tool in the mortgage application process, helping to engage clients and improve the likelihood of approval. Fear and addiction can be overcome by understanding the...
Mar 23, 2024•47 min•Transcript available on Metacast Nigel Elson Founder of https://www.friendlyfinance.nz/ Takeaways Being an expat himself, Nigel has a natural connection with expat clients and understands their financial needs. Traveling and experiencing different cultures makes people more open-minded and focused on enjoying life in the present. Planning for both the present and the future is crucial for financial success. Communication and compromise are key in relationships and business partnerships. Effective communication is crucial in fin...
Mar 21, 2024•53 min•Transcript available on Metacast This podcast explores the complex relationship between being authentic and the subsequent impact on personal and professional life, drawing parallels with a study on zebras to metaphorize standing out and its effects. It features Nicola Shirley, a mortgage advisor from Vega Lend, who discusses her approach to handling leads, fostering meaningful client relationships, and the pivotal role of trust and authenticity in her profession. Shirley offers insights into the intricacies of client communica...
Mar 14, 2024•47 min•Transcript available on Metacast This extensive discussion delves into various facets of digital marketing and social media strategy with Lawrence Carey, the managing director of Squid Group, a leading creative marketing agency in New Zealand. The dialogue covers the importance of social media for businesses, how to leverage niche markets, the strategy behind Facebook ads, and the dynamics of retargeting and brand building. It also touches on the significance of creating tailor-made content and offerings for specific audiences ...
Mar 12, 2024•53 min•Transcript available on Metacast In this podcast, Lara, the owner of My Future Plan, discusses her motivation to become a financial advisor and her dedication to financial literacy as a key to living a fulfilling life. Addressing misunderstandings around financial services, Lara emphasizes the importance of seeing financial advisors as a normal part of life, just like having a doctor. She delves into details about investing, avoiding the pitfalls of chasing returns, and the challenges of scaling in the financial advisory profes...
Mar 07, 2024•44 min•Ep 378•Transcript available on Metacast Jeff Royle, a volunteer with the New Zealand Coast Guard and the owner of the mortgage company, ilender, offers insightful descriptions of his experiences in both domains. Detailing his commitment to the Coast Guard, Royle discusses responding to emergencies, ensuring boat safety, confronting challenging situations and the intricacies of negotiations and leadership within their team. Transitioning to his expertise in mortgages, Royle provides an overview of non-bank lenders, the risks of mortgag...
Mar 05, 2024•1 hr•Ep 387•Transcript available on Metacast This podcast features an insightful conversation with Stephen Robertson, the owner of My Money, a finance consultancy primarily dealing with mortgages for high-profile clients. As he details his professional journey, Stephen delves into his origin, growing up in Palmerston North, New Zealand, and his interests in fishing, boating, and the military. With numerous anecdotes from his career, he explains how his role has evolved into more than just banking, involving understanding his clients' n...
Mar 03, 2024•36 min•Ep 386•Transcript available on Metacast In an engaging dialogue that delves into the depth of life, relationships, and faith, Vinay Grover shares his personal experiences, insights and beliefs. Central to his discourse is the concept of intrinsic gratitude, winning over life's challenges and the significance of rising above negativity, while trying to attain a more positive, richer, and more meaningful existence. He discusses his journey from striving for 'bigger' to evolving towards 'better' and underlines the importance of commitmen...
Feb 29, 2024•59 min•Transcript available on Metacast Ever wondered what it takes to navigate the ever-changing landscape of mortgages and finance? Join me as I chat with Craig Pettit, a seasoned advisor with over 45 years in the trenches. This isn't your average dry financial talk. Craig's journey, from a young bank employee to a successful mortgage advisor, is packed with fascinating experiences and valuable insights. We'll delve into: • The rollercoaster ride of economic climates: Craig will share his firsthand perspective on navigating various ...
Feb 26, 2024•44 min•Transcript available on Metacast Apply to be a podcast guest: https://findadvice.nz/podcast In this podcast, the host interviews Campbell Hastie, a mortgage broker, where they touch upon a variety of topics ranging from Campbell's controversial view on making a peanut butter sandwich to deep dives on the concept of consciousness. Campbell shares his unique perspective on the food he believes holds a special quality – the kind you'd catch, grow or kill yourself. He also compares the qualities of a good mortgage to a well-played ...
Feb 21, 2024•56 min•Ep 384•Transcript available on Metacast Free Insurance Advice in minutes: https://findadvice.nz/ Chapters 00:00 Introduction: The Common Mistakes in Business Marketing 00:06 Understanding Facebook Campaign Structure 00:26 The Importance of Choosing the Right Objective 01:16 Targeting the Right Audience: A New Approach 02:34 The Power and Pitfalls of Remarketing 03:30 The Misconception of Cost-Effective Leads 07:05 The Reality of Agency Marketing Strategies 08:54 My Unique Approach to Facebook Marketing 12:35 The Importance of Speed in...
Feb 15, 2024•15 min•Transcript available on Metacast In this interview, Lillian Nguyen shares her experiences as a Vietnamese mortgage advisor and breaking into the finance industry in New Zealand. Lillian discusses how she helps self-employed clients navigate the complex mortgage process and lends advice on what to consider before buying a house. Apart from her professional life, Lillian talks about her personal experiences, including her fear of swimming and how she overcame it, her childhood days in Vietnam, and the fascinating details of her j...
Feb 13, 2024•55 min•Transcript available on Metacast In this enlightening conversation, Gerard Tilleyshort, a noteworthy insurance broker, business owner and industry veteran, unveils his journey to professional triumph starting from modest beginnings. His principles emphasize on stepping out of comfort zones, perpetual resilience, maintaining strong client relationships, and creating a network with successful entities. Gerard tackles both personal and professional challenges ranging from dealing with his wife's brain tumor diagnosis to negoti...
Feb 11, 2024•47 min•Ep 380•Transcript available on Metacast In this discussion, Bruce Harnell, a former decathlete and experienced mortgage broker recounts his experiences in sports, having a long-lasting relationship, and journey as a mortgage broker. Bruce, who identifies as an introvert, shares his high school days as a jock and how he moved from sports into the banking industry. He talks candidly about how his wife has played a significant role in his life, helping him navigate through his introverted nature in a sales-driven role. He discusses how h...
Feb 09, 2024•59 min•Ep 379•Transcript available on Metacast Join us as we embark on an inspiring journey with Ananda Kumar Founder of Expert Finance, a man who defied his humble beginnings in a small village in Bihar, India, to carve his own path to success in the New Zealand mortgage industry. In this insightful podcast episode, we delve into: -Early life in rural India: Discover how Ananda's upbringing in a clay house fueled his determination for education and a better future. -Southern sojourn for knowledge: Learn about his pursuit of higher educa...
Feb 07, 2024•1 hr 7 min•Ep 377•Transcript available on Metacast Join us for an insightful conversation with Marc Proctor, CA & Financial Advisor at Blissett Wealth, as he sheds light on navigating market uncertainties, managing your KiwiSaver effectively, and achieving financial peace of mind. Key Takeaways: Market's Impact on KiwiSaver: Learn how recent market gyrations affect your retirement nest egg and what adjustments you might need to make. CA + Financial Advisor = Unique Perspective: Gain insights into Marc's dual expertise and how it shap...
Feb 01, 2024•49 min•Ep 377•Transcript available on Metacast The discussion sheds light on personal growth, leadership, and challenges of running a business. It underscores the importance of having clear aspirations, working towards them consistently, and embracing change. The conversation reveals how the dynamics in businesses, particularly in consultancy, have evolved over the years, with the emphasis on building personal relationships rather than just transactional engagements. The Elliot Royce, Director of Beyond Potential Consulting and The Urban Phy...
Jan 30, 2024•1 hr•Ep 376•Transcript available on Metacast Chapters 00:00 Introduction 00:26 First Attempt at Cold Calling 01:04 Exploring the Pitch and Overcoming Rejections 01:45 Building Confidence and Improving the Pitch 03:33 Exploring Different Industries and Client Types 05:10 The Art of Negotiation and Closing Deals 06:47 Facing Technical Difficulties and Adapting 08:28 Continuing the Hustle and Making Progress 10:38 Reflections and Lessons Learned 12:17 Facing New Challenges and Adapting Strategies 14:35 Achieving Success and Final Thoughts 17:...
Jan 28, 2024•18 min•Ep 375•Transcript available on Metacast In the podcast, Matthew Gilligan, founder of Gilligan Rowe & Associates, shares his wealth of experience in the realm of property investment and management. Gilligan dives into the intricate strategies for successfully navigating the property field, discussing the importance of planning for potential failures and setting up for success. He details the considerations regarding asset protection, tax efficiency, estate planning, and the different facets of legal structures. Furthermore, he high...
Dec 05, 2023•1 hr 6 min•Transcript available on Metacast In this riveting episode of NZ Business Owners, host Ryan J Melton sits down with the seasoned financial expert, Dave Thomas. Get ready for a thought-provoking exploration into the world of financial planning and education in New Zealand, as Dave sheds light on the challenges and opportunities facing individuals seeking sound financial advice. Discover the key considerations when choosing the right financial advisor, as Dave shares insights into the diverse landscape of financial professionals i...
Nov 26, 2023•1 hr 6 min•Ep 373•Transcript available on Metacast Join host Ryan J Melton on the latest episode of NZ Business Owners as he sits down with the insightful Nathan Saminathan, the Managing Director at Mortgage Masters Ltd. In this engaging conversation, Nathan shares his wealth of experience in the world of property investment, offering valuable insights into the future of property, the art of selecting the ideal tenant, and navigating challenges in property management. Delve into the future of property investment as Nathan discusses the importanc...
Nov 19, 2023•1 hr 2 min•Ep 372•Transcript available on Metacast In this riveting episode of NZ Business Owners, host Ryan J Melton dives deep into the world of financial planning with the extraordinary Vaughn Atkin. A dedicated advocate for helping New Zealanders live their best lives, Vaughn shares his insights into crafting a fulfilling life with financial security. Starting with a captivating discussion at 45:53, Vaughn unveils his approach to making compelling offers in the financial planning space, drawing parallels with creating a personalized 'board o...
Nov 16, 2023•58 min•Ep 371•Transcript available on Metacast In this riveting episode of NZ Business Owners, host Ryan J Melton engages in a profound conversation with the insightful Josh Camp. Join them as they delve into the intricacies of distinguishing between good and evil (00:50:59), exploring the blurred lines of intention and morality. The discussion takes a thought-provoking turn towards the power of forgiveness (01:02:03), where Josh shares his perspective on forgiving others and, more importantly, oneself. As the conversation unfolds, the duo t...
Nov 14, 2023•1 hr 9 min•Ep 370•Transcript available on Metacast Join your host, Ryan J Melton, on this enlightening episode of NZ Business Owners as he welcomes a special guest, Hamish Patel, to the show. Hamish Patel has led an intriguing life with experiences that span from peculiar possum encounters to a transformative silent retreat, all while sharing insights into the world of inflation and finance. In this episode, you'll delve into Hamish's extraordinary encounter with a possum that left a lasting impression. Discover how this seemingly random encount...
Nov 05, 2023•54 min•Ep 369•Transcript available on Metacast In this episode of "NZ Business Owners," host Ryan J Melton delves into an engaging conversation with Mela Lush, an individual whose unique insights and experience have made a significant impact in the world of business. Mela Lush shares her journey as a passionate entrepreneur, shedding light on the power of part-time work as an effective solution for small businesses and her refreshing perspective on job design and skills-led approaches. As a business owner herself, Mela offers valuable insigh...
Nov 02, 2023•1 hr 6 min•Ep 368•Transcript available on Metacast Join us on the latest episode of "NZ Business Owners" as host Ryan J Melton interviews the dynamic Jeremy Wilson, a seasoned expert in the world of sales. In this enlightening conversation, Jeremy delves into intriguing topics that challenge conventional sales practices, explore the evolution of cold calling, and examine the future of sales within the realm of relationships and technology. Discover whether cold calls are becoming obsolete in an era dominated by digital technology, and whether th...
Oct 29, 2023•1 hr 5 min•Ep 367•Transcript available on Metacast 
