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/
6 NOV 2024 · 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
31 OCT 2024 · 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
29 OCT 2024 · 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
27 OCT 2024 · 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
24 OCT 2024 · 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
22 OCT 2024 · Podcast guest Keith Kerr Director of https://www.mysolutions.nz/ and Wealth Adviser at https://www.financialsolutionz.co.nz/
20 OCT 2024 · 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
17 OCT 2024 · 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
15 OCT 2024 · 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
10 OCT 2024 · 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
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 |
| - |
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