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