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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/
NZ Guide to Financial Freedom
NZ Guide to Financial Freedom
19 SEP 2024 · 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
17 SEP 2024 · 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
15 SEP 2024 · 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
12 SEP 2024 · Chapters 00:00 Creating a Space to Heal 00:54 Discovering Your Values 06:07 Applying Values in Pursuing Purpose and Relationships
10 SEP 2024 · Chapters 00:00 Finding Purpose 03:13 Healing Emotions 06:08 Sharing Emotions 08:03 Solving Problems for Others 10:27 Values and Boundaries
8 SEP 2024 · Chapters https://www.youtube.com/watch?v=QaT_ow71EQM&t=0s Introduction https://www.youtube.com/watch?v=QaT_ow71EQM&t=48s Understanding the Importance of Availability https://www.youtube.com/watch?v=QaT_ow71EQM&t=283s The Role of Speed in Lead Conversion https://www.youtube.com/watch?v=QaT_ow71EQM&t=405s Personalization and Communication Channels https://www.youtube.com/watch?v=QaT_ow71EQM&t=473s Appointment Booking and Follow-up Strategies https://www.youtube.com/watch?v=QaT_ow71EQM&t=632s Conclusion: The Power of Speed and Availability
5 SEP 2024 · Chapters https://www.youtube.com/watch?v=ZqyZH3GK588&t=0s Introduction https://www.youtube.com/watch?v=ZqyZH3GK588&t=17s The Importance of Tonality in Cold Calls https://www.youtube.com/watch?v=ZqyZH3GK588&t=37s Understanding B2B Cold Calls https://www.youtube.com/watch?v=ZqyZH3GK588&t=99s Leveraging Client Perception in B2B Calls https://www.youtube.com/watch?v=ZqyZH3GK588&t=109s The Art of Getting Past the Gatekeeper https://www.youtube.com/watch?v=ZqyZH3GK588&t=355s B2B Cold Call Summary https://www.youtube.com/watch?v=ZqyZH3GK588&t=372s Exploring B2C Cold Calls https://www.youtube.com/watch?v=ZqyZH3GK588&t=489s Mastering Door Knocking Techniques https://www.youtube.com/watch?v=ZqyZH3GK588&t=600s The Power of Mirroring and Matching https://www.youtube.com/watch?v=ZqyZH3GK588&t=666s The Art of Stopping People in the Street https://www.youtube.com/watch?v=ZqyZH3GK588&t=812s Conclusion
3 SEP 2024 · 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
1 SEP 2024 · 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
Explicit
29 AUG 2024 · 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
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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