Episode description

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 Integrating Life and General Insurance

29:56 Building a Custom CRM System