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NZ Guide to Financial Freedom

  • Addressing the Housing Crisis in New Zealand with Lachie Marshall

    21 JUN 2024 · Podcast Guest Lachie Marshall: https://www.kaurifs.co.nz/ Chapters 00:00 The Passion and Skills of Water Polo 07:42 Managing Stress through Exercise and Communication 11:24 The Impact of Technology on Interpersonal Relationships 22:42 Starting a Business and the Importance of Mortgages 30:05 Addressing the Housing Crisis in New Zealand 39:33 Planning for Retirement in an Uncertain Future
    Played 47m 29s
  • Healing from Trauma and Finding Your Voice with Tammy Hooper

    20 JUN 2024 · Podcast Guest Tammy Hooper: https://mortgageaccess.co.nz/ Chapters 00:00 Growing Up in South Auckland 11:45 Leaving an Unhappy Relationship 36:56 The Power of Setting Goals 43:30 Maintaining Boundaries for Self-Care
    Played 46m 47s
  • Explicit

    Behind the Smile: The Funny and Frustrating Life of John White

    19 JUN 2024 · Podcast Guest John White: https://www.ohagans.net.nz/ Chapters 00:00 Unpacking the Effects of Caffeine and Energy Management 08:10 Finding Healthy Outlets for Anger 15:40 The Influence of Upbringing on Behavior 33:27 Embracing Generational Differences 42:12 First-Hand Holding Experiences 48:12 The Wisdom of Confucius
    Played 48m 53s
  • Master the Tradeshow Floor: A Financial Advisor's Guide to Sales Success with Nicki Kane

    18 JUN 2024 · Podcast Guest Nicki Kane https://planningpros.co.nz/ Chapters 00:00 Attracting Attention at Trade Shows 07:09 Mental Health in the Beauty Industry and Isolated Farming Communities 12:50 The Impact of Marketing on Self-Worth 25:54 Providing Knowledge and Understanding in the Insurance Industry
    Played 38m 17s
  • Explicit

    Insurance Sales Masterclass With Carl Drummond

    17 JUN 2024 · Podcast Guest Details: https://www.advice4life.co.nz/carl-drummond/ Chapters 00:00 From Aussie Rules to Rugby 07:09 Lessons from the Corporate World 14:17 The Role of Passion and Ambition 31:28 The Importance of Activity and Structure 43:25 The Role of Authenticity in Sales
    Played 48m 46s
  • Building Resilience: How Golf Shaped My Approach to Life with Matt Golding

    16 JUN 2024 · Podcast Guest Matt Golding: https://www.futurewealth.nz/ Chapters 00:00 Introduction and Matt's Passion for Golf 01:19 Improving Performance in Golf: Pressure and Experience 07:45 Money and Choices: The Value of Financial Responsibility 13:37 Faith and Love: Connecting with a Higher Power 32:40 The Evolution of Friendships as We Age 34:38 Navigating Success and Difficult Conversations 49:28 The Importance of Insurance for Financial Security
    Played 55m
  • How Radio Can Grow Your Business with Dan Murphy

    16 JUN 2024 · Podcast Guest Dan Murphy: https://insurancelinkotago.co.nz/about/ Chapters 00:00 Introduction and First Experiences on Radio 02:06 Overcoming Fear and the Thrill of Radio 03:10 The Goal of Radio Content and the Sausage Factory 04:59 Understanding the Audience and Creating Good Radio 07:59 Segmenting Radio Stations and the Challenges of Advertising 09:26 The Value of Radio Ads and the Challenges of Measuring ROI 11:20 Creating Compelling Ads and the Power of Education 14:07 The Importance of Consistency in Branding 19:17 Building an Identity and Training Consumer Behavior 21:01 Navigating the Challenges of Radio and Advertising 25:20 The Value of Volume and Iteration in Advertising 27:11 Balancing Creativity and Client Expectations 32:37 Being Selective with Clients and Focusing on Their Needs 34:30 Challenges of Suggesting Campaigns and Ideas to Clients 35:11 The Healthcare System in Dunedin, New Zealand 38:47 Marketing Approaches to Selling Insurance 45:07 Providing Value and Transparency in Sales Conversations
    Played 56m 37s
  • Building a High-Performing Culture with Tim Fairbrother

    9 JUN 2024 · Podcast guest Tim Fairbrother: https://rivalwealth.co.nz/financial-advice-provider-rival-wealth-2/ Chapters 00:00 Farming Background and Family History 04:33 Lessons from Parents and Upbringing 08:38 Leadership, Positive Reinforcement, and Communication 14:15 Creating a Flexible Work Environment 23:33 Planning for Growth and the Future 25:29 Building Relationships and Personal Conversations in Financial Advisory 27:41 The Role of a Financial Advisor as a Life Coach 30:10 The Value of Feedback and Continuous Improvement 33:22 The Challenge of Relinquishing Control as a Business Owner 36:02 Determining Good Service through Client Surveys 46:39 Embracing Technology and Artificial Intelligence in Financial Advisory 48:34 Setting and Upholding High Standards
    Played 48m 40s
  • Explicit

    Streamlining the financial advice process with Marcus Longone

    9 JUN 2024 · Podcast guest: https://theinsuranceguy.nz/ Chapters 00:00 Sleep Deprivation and Baby Sleep Strategies 02:40 The Secret Club of Parenthood 03:19 The Significance of Children's Birthdays 04:47 Debating Burt and Ernie's Sleeping Arrangements 05:48 The Role of Technology in Parenting 13:28 AI and Administrative Tasks 31:19 The Magic of Doing the Work 32:41 Streamlining Content Creation with Video Editing 33:41 Offloading Tasks and Focusing on Proficiency 34:48 Overcoming the Fear of Failure 49:34 Marketing Intent: Attracting the Right Audience 53:05 Building Trust through Consistent Messaging
    Played 1h 53s
  • Taking Control of Your Finances: Budgeting, Investing, and Building Wealth with Wayne Head

    6 JUN 2024 · Podcast guest Wayne Head: https://stratusnz.nz/ Chapters 00:00 Interest in Learning and Improving as an Advisor 02:35 Understanding Individual Client Needs 07:18 Designing an Ideal Financial Advisory Business 08:20 Helping People and Making a Difference 10:29 Fundamentals of a Successful Financial Life 11:38 Money Management and Behavioral Issues 14:57 Choices and Decision-Making with Money 17:02 Saving and Investing for the Future 17:43 Understanding Risk and Return in Investments 26:41 The Value of Financial Education 28:08 The Importance of Budgeting 30:40 Providing Hope and Practical Financial Skills 32:00 Understanding Spending Patterns 34:47 The Dangers of Gambling and Impulsive Spending 37:50 Using Incentives for Health Improvement 40:43 The Aging Population and Financial Support 42:48 The Role of Politics in Distribution of Assets 43:31 The Challenges of Budgeting and Health 44:45 The Benefits of Walking and Personal Goals 47:01 Lessons Learned from Walking
    Played 47m 55s
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/
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Author Jordan Greville
Categories Business
Website www.spreaker.com
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