Episode description

Guest Warwick Walker:  https://foxplan.nz/advisers

Takeaways

• Being a police officer is both rewarding and stressful, and it teaches valuable life lessons such as the importance of teamwork and the ability to influence and listen to people.
• Many people go into policing because they want to make a difference in their community and help others in times of crisis.
• Transitioning from a career in policing to financial planning requires following a system and process, investing in education, and building relationships with clients and other professionals.
• Referrals are a key aspect of growing a financial planning business, and trust, credibility, and reliability are essential in building client relationships.
• Business owners who have accumulated wealth need to navigate the challenges of transitioning out of their businesses and preserving and enhancing their wealth, which requires working with a team of professionals and developing a mindset of saving and investing.

Chapters

00:00 Introduction and First Jobs

03:10 Life as a Policeman

09:46 Challenges and Changes in Policing

14:08 Transition to Financial Planning

16:09 Following a System and Process

27:31 The Importance of Professional Partnerships

33:28 Helping Business Owners Transition

41:21 Balancing Wealth and Family

44:59 The Importance of Saving and Investing