Podcast guest Pamela Adelekan Founder and Senior Financial Adviser at  https://advisenow.co.nz/ Chapters 00:00 Introduction to Financial Services 00:32 The Drive for Financial Freedom 02:47 Understanding Mortgages and Financial Literacy 06:13 Behavioral Aspects of Financial Management 09:26 Personal Financial Strategies and Accounts 12:09 Navigating Shopping and Financial Conversations 15:16 Starting a Business in Financial Advisory 18:57 Marketing and Building a Personal Brand 22:47 Authenticity in Social Media and Handling Criticism 26:40 Navigating Unwanted Attention 30:57 Empowerment Through Self-Respect 33:18 Valuing Your Worth 35:04 The Power of Partnerships 38:00 Building Trust Through Authenticity 46:12 Financial Freedom Tips

Podcast guest Roma Samy Director of : https://www.romaandco.co.nz/ Chapters 00:00 Understanding Financial Literacy Gaps 04:09 Personal Journey and Financial Awareness 06:57 The Role of Financial Advisors 10:08 Navigating Property Investment 12:52 Challenges in Property Management 15:55 The Impact of Personal Circumstances on Financial Planning 18:43 Transitioning to Financial Advisory 21:50 The Importance of Genuine Client Relationships 22:59 Navigating Corporate Values and Personal Business Ethics 24:33 The Importance of Financial Planning 26:15 Realities of Financial Strain During Health Crises 28:28 Insurance and Medical Support: A Lifeline 30:58 The Struggles of Business Owners in Crisis 35:34 The Burden of Business Ownership and Personal Assets 40:27 Empowering Financial Literacy and Planning 46:16 Self-Insurance: Preparing for the Unexpected

Podcast guest Shakeel Lal Director of https://haloadvisers.co.nz/ Chapters 00:00 Humble Beginnings and Resourcefulness 03:13 Navigating School Life and Early Entrepreneurship 06:14 The Move to New Zealand and Cultural Adjustments 09:23 Pursuing Education and Career Aspirations 12:10 Work Experience and Building a New Life 15:20 Transitioning from Architecture to Insurance 18:14 Building Connections and Overcoming Challenges 24:30 Navigating Loss and Grief 28:57 The Awakening to Insurance's Importance 30:14 Facing Tragedy as an Advisor 33:48 Empathy in Client Interactions 35:32 The Impact of Money on Relationships 40:55 Structuring Business Affairs 48:09 Understanding Business Insurance Essentials

Podcast guest Ananya Narayan Financial Adviser at: https://kiwiananz.com/ Chapters 00:00 Beauty Pageants and Public Speaking 02:59 Growing Up and Family Responsibilities 06:02 Overcoming Adversity and Financial Struggles 09:14 The Importance of Education and Self-Reliance 11:55 Forgiveness and Personal Growth 15:18 Immigration Journey and Challenges 18:01 Navigating the Job Market and Early Struggles 27:33 Proving Relationship Authenticity 30:52 Navigating Immigration Challenges 32:17 Understanding Genuine Relationships 35:48 The Importance of Financial Independence 38:14 Cultural Insights on Weddings 41:19 Overcoming Financial Struggles 42:58 Building a Successful Business 45:51 Tailoring Insurance Solutions

Podcast guest Andrew Hendricks director: https://www.hencoz.co.nz/ Chapters 00:00 Growing Up in Africa: A Challenging Childhood 03:10 The Impact of Fatherlessness on Identity 06:12 Finding Purpose: The Turning Point of Fatherhood 09:15 Navigating Early Career Challenges 12:15 From Factory Work to Corporate Success 15:11 Insights from Underwriting: Understanding Risk 22:06 Understanding the Role of Advisors and Underwriters 23:32 Managing Client Expectations in Underwriting 25:19 Building Context for Underwriting Decisions 29:29 Navigating Health Conditions and Insurance Premiums 33:16 The Impact of Insurance on Life and Grief 37:01 The Reality of Serious Illness and Financial Strain 38:49 Personal Experiences with Cancer and Caregiving 45:41 Supporting Families During Health Crises 49:35 Checklist for Choosing the Right Insurance Coverage

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 Marketing 28:08 Understanding Insurance Commissions and Client Needs 31:02 The Importance of Comprehensive Coverage 33:02 Navigating Client Conversations on Affordability 34:40 The Impact of Claims on Client Retention 37:44 The Value of Health Insurance in Critical Situations 40:42 Innovations in Health Insurance Products 43:26 Public Perception of Health Insurance Post-COVID 43:54 Adapting Business Strategies in Economic Downturns 46:40 Leading Through Challenges and Maintaining Morale

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 Well-being 24:06 Finding the Right Problem to Solve 28:31 Feedback and Client Engagement 30:18 Understanding KiwiSaver and Investment Strategies 32:45 Navigating Financial Advice and Client Relationships 34:35 Structuring Financial Consultations for Better Outcomes 37:56 The Importance of Action Points in Financial Planning 40:47 Motivation vs. Discipline in Financial Decisions 43:43 Breaking Down Financial Barriers and Stigmas 46:34 The Need for Financial Literacy in Education

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 Group Insurance 29:57 Final Thoughts on Business Insurance 37:42 Navigating Business Ownership After Loss 42:08 Understanding Shareholder Protection Policies 47:01 The Importance of Key Person Insurance 55:02 Income Protection and Business Continuity 59:49 The Role of Insurance in Crisis Management

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 Navigating Parenthood and Partnership 29:27 Understanding Mental Health and Masculinity 32:04 The Importance of Emotional Expression 34:16 Empowerment and Self-Discovery 40:10 Finding Purpose and Community 43:01 The Art of Follow-Up and Relationship Building

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

Podcast guest Keith Kerr Director of https://www.mysolutions.nz/ and Wealth Adviser at https://www.financialsolutionz.co.nz/

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

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 Strategy 40:12 Team Dynamics and Business Growth 48:33 Preparing for a Career in Financial Advice

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

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 Valuation for Future Planning 29:58 Valuation in Legal and Financial Contexts 33:03 The Impact of Brand and Reputation 35:59 Continuity and Shareholder Dynamics 39:07 Building a Valuable Business 41:46 Navigating Business Sales and Acquisitions 45:11 Understanding Tax Implications 47:50 The Future of Business Valuation

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 the Insurance Landscape 20:58 The Power of Community and Authenticity 24:02 Overcoming Objections: The Human Element in Sales 26:54 The Importance of Follow-Up and Persistence 29:57 Finding Balance: Work, Family, and Personal Growth 33:08 Final Thoughts: Embracing the Journey

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 Client Backgrounds

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 Conversations 27:00 Building Relationships in Business 30:10 The Impact of Personal Experience on Professional Life 32:58 The Role of Insurance in Financial Security 36:01 Real-Life Claims: The Human Element of Insurance

You can download the book by clicking here

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 of Storytelling in Sales 34:18 Conclusion and Reflections on Value

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 Role of Money in Happiness 21:14 Transitioning to Financial Advising 24:24 Building a Brand and Community 27:19 Advice for Newcomers in the Industry 30:25 Balancing Openness and Boundaries

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 27:12 The Dangers of Deer 28:11 Handling Deer 29:21 Adventurous Times 31:13 Changes in Safety and Political Correctness 32:39 Changes in Car Safety 34:10 Finding a New Calling 36:09 Starting a Business 36:59 Cold Calling for Clients 37:58 Developing the Ability to Cold Call 42:12 Helping Clients with Budgeting and Insurance 44:56 Consumerism and Branding 49:02 The Importance of Doing Numbers 52:14 The Influence of Others 52:52 Reflection on Life and Work

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 30:40 Debunking Myths in the Insurance Industry 33:13 The Value of Regular Reviews 35:34 Personal Stories that Shape Beliefs 36:04 The Importance of Product Knowledge 39:07 Understanding Policy Wording and Changes

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 Realities of Life 38:32 Building Trust in the Insurance Industry

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 Sensitive Health Issues with Clients 37:51 The Evolving Nature of Insurance Coverage 48:37 The Value of Investment Advising and Managing Expectations

Chapters 00:00 Creating a Space to Heal 00:54 Discovering Your Values 06:07 Applying Values in Pursuing Purpose and Relationships

Chapters 00:00 Finding Purpose 03:13 Healing Emotions 06:08 Sharing Emotions 08:03 Solving Problems for Others 10:27 Values and Boundaries

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

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

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 Premiums 43:08 Understanding the Underwriting Process 49:33 The Role of an Advisor in Insurance

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 Insurance 39:42 Exploring Different Business Models in the Financial Advice Industry 53:25 The Goal: Growing the Business and Future Plans

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 Africa 33:21 The Struggle of Cognitive Dissonance 35:48 Toughing It Out: Standing Up for Your Convictions 41:37 Being Hated for Caring for All People 44:35 Transitioning Out of the Army and Starting a New Job 55:10 Intelligence Agencies and the Manipulation of Governments

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 and Emphasizing Long-Term Commitment

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 Customer Service in Success 32:23 The Importance of Hope and Encouragement in the Early Stages 36:30 Scaling a Business: Systems and Processes 43:53 Overcoming Challenges with Faith and Trust 50:50 Focusing on Leveraged Activities for Success

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 and Valuable 49:35 Innovation in the Insurance Industry

Podcast guest Tony Hall: financingfutures.co.nz Chapters 00:00 Running Two Businesses in Different Countries 04:40 Success in the Mortgage Lending Industry 08:49 Marketing and Staffing Considerations 11:59 Maximizing Loan Approvals and Client Satisfaction 14:27 The Importance of Getting Deals Done 20:57 The Benefits of Hiring and Training Young People 26:12 The Impact of Young Employees on the Business 28:36 Finding the Right People for the Job 35:43 Building Relationships and Referral Partnerships in the Mortgage Business 50:00 The Differences Between the Mortgage and Life Insurance Businesses 52:58 Persuasion and Product Knowledge in the Life Insurance Industry 57:20 The Challenge of Pricing and Convincing Clients in the Insurance Business

Podcast guest Bruce Cortesi: https://planwise.co.nz/ Chapters 00:00 Bringing Back the Passion: Providing Good Outcomes in the Financial Services Industry 08:10 The Importance of Building Relationships in the Advisor-Client Dynamic 14:11 Critiquing the Focus on Regulations and Transaction-Based Approaches 18:17 Addressing the Lack of Support for Advisors in Sensitive Situations 23:57 Promoting the Real Value and Positive Impact of the Profession 29:27 Rethinking Insurance 31:17 The Changing Landscape of the Insurance Industry in New Zealand 33:24 The Importance of Being Involved in the Claims Process 37:36 Establishing Relationships with Claim Specialists 54:20 Navigating Policy Contracts for Successful Claims

Podcast guest Mark Scown: https://markscown.co.nz/ Chapters 00:00 Introduction: Fixing Trauma Cover Premiums 01:46 The Benefits of Level Premiums 04:35 The Need for Life Insurance as You Get Older 08:00 Structuring Life Cover for Different Life Stages 11:33 The Future of Insurance Companies and Cover 14:51 The Limited Availability of Level Trauma Cover 18:21 The Potential Savings of Level Premiums 21:35 Comparing Level and Stepped Premiums 25:05 Reducing Cover Amount to Manage Premiums 29:50 Acknowledging the Risk and Focusing on Extension 32:56 Networking and Referrals for Client Acquisition 33:24 Transitioning Careers: From Principal to Insurance Advisor 36:51 The Unexpected Journey into Insurance 38:53 The Power of Networking for Finding Clients 46:55 Networking Groups: A Win-Win for Building Relationships 57:07 Challenges and Politics of Running a School 01:02:37 The Education System: Issues and Accountability

Podcast guest Darren Butter: https://www.kaurifinancial.nz/ Chapters 00:00 Marketing and Lead Generation in Financial Advising 03:49 Building Relationships and Leveraging Referrals 06:22 The Comprehensive Approach to Financial Advice 14:03 Using Google Ads for Targeted Lead Generation 34:25 The Evolution of SEO and the Importance of Valuable Content 36:06 Balancing AI and Human Interaction in Financial Advice 48:37 The Role of Education in Financial Advice 52:18 The Process of Converting Leads 58:36 Challenges of Passing on Marketing Campaigns to Other Advisors 01:03:04 Tracking Metrics for Marketing Campaigns

Podcast guest Joel Mclachlan: https://advicekiwi.co.nz/ Chapters 00:00 Being an Introvert in Sales 04:46 Creating Tangibility in Sales 06:52 Dealing with Rejection and Building Relationships 08:56 The Value of Referrals 15:36 The Effectiveness of In-Person Meetings 28:50 Setting Boundaries and Creating Urgency 31:57 Building Trust and Receiving Referrals 34:56 Networking and Relationship Building 49:28 Hiring and Training Advisors

Podcast guest Upmeet Sodhi: mutuals.co.nz Chapters 00:00 Waking Up Early and Establishing a Routine 06:57 The Importance of Getting Enough Sleep 09:11 The Impact of Economic Policies 14:50 The Role of Education in Understanding Economics 20:30 The Importance of Discipline and Prioritization 26:21 Prioritizing Existing Clients for Business Success 29:17 The Importance of Education and Understanding 33:29 Challenges and Considerations in Selling Insurance 46:28 The Behavioral Aspects of Financial Decision-Making 57:54 The Value of Accidental Injury Cover

Podcast guest Anita Ferris: https://www.parachute-insurance.co.nz/ Chapters 00:00 Introduction and Anita's Background 00:32 Swiss Banking and Neutrality 06:53 Anita's Travels in China 16:19 Anita's Leadership Style 24:07 Incentivizing and Appreciating the Right Behaviors 25:21 Hiring for Attitude and Passion 26:55 The Importance of Information and Decision-Making in the Sales Process 28:43 Building Rapport with Personal Stories 35:26 Training and Development for Success and Retention 50:34 Fostering a Positive Team Culture

Podcast guest Anthea Livingstone Chapters 00:00 Starting and Running Party Plan Businesses 06:42 The Transferable Skills of Motherhood 15:53 Challenges in the Share Market 23:46 Navigating Financial Crises and Risk Management 25:38 Lessons Learned from a Failed Business Partnership 30:47 Building Relationships and Using Storytelling in Insurance Sales 33:26 The Importance of Understanding Insurance Policies

Podcast guest Kimberley Stevenson: https://www.storygroup.co.nz/ Chapters 00:00 Building a Supportive Team 02:30 Delegation and Trust 08:38 Balancing Work and Family 13:40 Organic Referrals 29:19 Mastering Phone Calls and Prioritization 30:16 The Importance of Admin Time 34:42 Speed to Response in Customer Service 37:45 Keeping Clients Informed During the Claims Process 46:37 Personalizing the Onboarding Process

Podcast guest Racquel Sheath: https://www.efsnz.co.nz/ Chapters 00:00 Introduction and the Role of Group Messaging and Videos 02:13 Increasing Show-Up Rates and the Importance of Speed to Context 07:03 Reaching Out to Existing Clients and Effective Communication 10:04 Providing Value Beyond Insurance and Balancing Upselling 21:45 Building Trust and Enhancing Client Engagement 23:31 Understanding and Believing in Recommended Products 24:31 Managing Expectations in Financial Advising 26:52 The Dedication and Drive of Elite Athletes 30:13 Transitioning from a Career or Identity 35:55 Prioritizing Personal Happiness and Fulfillment

Podcast guest Jason Shortt: https://www.yourinsuranceadviser.co.nz/ Chapters 00:00 Transitioning from Personal Training to Insurance: A Journey of Change 03:20 Client Retention and Sales Strategies in Personal Training 05:15 The Role of Diet and Lifestyle in Fitness and Health 29:36 Effective Sales Strategies and Customer Engagement 35:06 Challenges of Selling Insurance 46:08 The Importance of Financial Education and Transparency in Financial Advice

Podcast Guest Julia Vahry: vahry.co.nz Chapters 00:00 The Art of Acting and Self-Discovery 04:23 Exploring Human Behavior and Confronting Good and Evil 07:28 Maintaining Humanity in the Face of Evil 27:02 Navigating Challenges in Mental Health Services and Community Safety 29:10 Challenges in the Criminal Justice System 31:45 The Importance of Empathy in Addressing Societal Issues 44:49 Pursuing Dreams and Aspirations

Podcast guest Craig Kura: https://totallife.co.nz/ Chapters 00:00 Accidental Panel Beating: A Start to Life 03:31 Transition to Sales: From Panel Beating to Used Car Sales 07:15 Insights into Car Sales: The Art of Selling Cars 11:03 Role in Automotive Industry: General Manager and Dealer Principal 15:28 Facilitating Relationships in Financial Advisory: Joint Appointments and Client Relationships 26:16 The Art of Advisor Recruitment and Training 28:07 Balancing Scale and Client Engagement 32:06 The Challenge of Trust and Delegation in Business Growth