![Podcast Cover](https://d3wo5wojvuv7l.cloudfront.net/t_square_limited_480/images.spreaker.com/original/12d4001e64f1fcd87b12f6908dec1279.jpg)
Contacts
Info
Top NZ Investment Tips for Retirement Planning, Financial Freedom and the Psychological Tools you need to live the life you want.
https://oneplan.co.nz/
https://oneplan.co.nz/
![Podcast Cover](https://d3wo5wojvuv7l.cloudfront.net/t_square_limited_480/images.spreaker.com/original/12d4001e64f1fcd87b12f6908dec1279.jpg)
NZ Guide to Financial Freedom
NZ Guide to Financial Freedom
25 AUG 2024 · Podcast guest Charlie Gautier: https://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
22 AUG 2024 · 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
20 AUG 2024 · Podcast guest Tony Hall: https://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
19 AUG 2024 · 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
18 AUG 2024 · 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
17 AUG 2024 · 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
15 AUG 2024 · 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
13 AUG 2024 · Podcast guest Upmeet Sodhi: https://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
11 AUG 2024 · 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
10 AUG 2024 · https://insurancelink.co.nz/find-an-adviser/insurance-link-christchurch/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
Top NZ Investment Tips for Retirement Planning, Financial Freedom and the Psychological Tools you need to live the life you want.
https://oneplan.co.nz/
https://oneplan.co.nz/
Information
Author | Jordan Greville |
Organization | Jordan Greville |
Categories | Business |
Website | www.spreaker.com |
- |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company