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PODCAST

NZ Guide to Financial Freedom

Jordan Greville

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/

business

All Episodes

51:15

Having To Work While Watching My Sister Die - Andrew...

NZ Guide to Financial Freedom ·

2024/11/07

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

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49:55

Is Buying an Insurance Book Right for You? Here’s...

NZ Guide to Financial Freedom ·

2024/11/06

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

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39:27

Lead, Motivate, and Inspire a Team of 50 Financial...

NZ Guide to Financial Freedom ·

2024/10/15

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

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60:30

Building a Business To Sell with Jimmy Lin

NZ Guide to Financial Freedom ·

2024/10/10

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

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49:55

Building a Personal Brand on LinkedIn With Avinash Kumar

NZ Guide to Financial Freedom ·

2024/10/08

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

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26:22

Creating Unforgettable Client Experiences With Yang Gu

NZ Guide to Financial Freedom ·

2024/10/06

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

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60:11

Being Raised To Hate With Peter Steyn

NZ Guide to Financial Freedom ·

2024/08/29

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

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20:52

You're Not A Salesman You're A Professional - Yang Gu

NZ Guide to Financial Freedom ·

2024/08/27

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

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51:27

It All Started From A Garden Shed - Charlie Gautier

NZ Guide to Financial Freedom ·

2024/08/25

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

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56:41

How To Sell As Introvert - Joel Mclachlan

NZ Guide to Financial Freedom ·

2024/08/15

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

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58:35

Why I Wake Up At 4am Every Morning - Upmeet Sodhi

NZ Guide to Financial Freedom ·

2024/08/13

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

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51:30

Anita Ferris' Hilarious (and Eye-Opening) Travels in...

NZ Guide to Financial Freedom ·

2024/08/11

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

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47:28

A Haunting Look Back at the 1987 NZ Share Market...

NZ Guide to Financial Freedom ·

2024/08/10

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

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58:12

From Chaos to Cash Flow: Mastering Your Finances in a...

NZ Guide to Financial Freedom ·

2024/08/08

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

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54:56

How to Balance Fitness and Your Career - Jason Shortt

NZ Guide to Financial Freedom ·

2024/08/06

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

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52:51

We Took A Dead Cat To The Mental Hospital - Julia Vahry

NZ Guide to Financial Freedom ·

2024/08/05

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

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48:32

School Dropout's Journey to Leading an 18,000 Client...

NZ Guide to Financial Freedom ·

2024/08/04

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

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51:10

Social Security Myth: The Shocking Truth Most Kiwis...

NZ Guide to Financial Freedom ·

2024/08/02

Podcast guest Raj Harike: https://nzsure.co.nz/

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38:22

Franchising: A Cautionary Tale for Aspiring...

NZ Guide to Financial Freedom ·

2024/08/01

Podcast guest Andrew Ball: https://easeinsurance.co.nz/ Chapters 00:00 Starting a Business and the Challenges Faced 06:10 Lessons Learned from a Failed Franchise Experience 13:44 The Emotional Drivers of Insurance Purchases 21:37 Viewing Insurance as an Investment in Financial Protection 25:03 Building Relationships and Staying Top of Mind with Clients

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58:19

"Brute Force Success": How Cold Calling Saved My...

NZ Guide to Financial Freedom ·

2024/07/31

Podcast guest Darshan Basavaraja: ⁠https://www.arcadiafinancial.co.nz/⁠ Chapters 00:00 Starting a Business: Challenges and Risks 03:01 Perseverance and Adaptability in Entrepreneurship 09:53 The Art of Cold Calling: Connecting Emotionally 35:51 The Power of Mirroring and Mimicking 37:26 The Role of Tonality and Framing 40:38 Addressing Awkward Situations 45:08 The Importance of Being in a Flow State 49:09 Taking Risks for Personal Growth

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89 results

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