NZ Business Owners
By Ryan J Melton
From the deep-seated beliefs and values that guide these entrepreneurs to the strategies they use to navigate the twists and turns of success, we dive into the depths of the human experience.
Whether you're interested in business, personal growth, or just curious about what it takes to succeed, join us on this journey of self-discovery and explore the many facets of the human spirit.
From Vision to Execution: A Guide for NZ Mid-Sized Companies - Leigh Paulden
Podcast guest Leigh Paulden business consultant at https://ssbg.co.nz/
Chapters
00:00 Vision and Strategic Alignment
02:57 Purpose and Core Values
05:58 Accountability vs. Responsibility
08:42 Hiring for Growth
12:05 Communicating the Vision
14:59 Setting Achievable Goals
17:56 Balancing Growth and Delivery
How Non-Profits Can Attract Top Talent (Even on a Budget!) - Nicola Edie
Podcast guest Nicola Edie managing director of https://www.mygreenbookkeeper.co.nz/Chapters00:00 Understanding Non-Profits and Their Financial Challenges02:57 Recruitment and Retention in Non-Profits05:50 Training and Onboarding New Staff09:08 Quality Reporting and Financial Management17:47 Payroll Compliance and Best PracticesTake this FREE quiz to identify the #1 threat to your business: http://findadvice.nz/I felt paralyzed by social anxiety for years—until 2014, with just $20 to my name, I decided enough was enough, and applied for a commission-only sales job.Here’s what happened next: 2014: Lead a commission-only sales team at Rayven Marketing and personally raised ~$2 million in revenue for our clients.2016: Sold Medical Therapy products via trade shows and door to door, that improved circulation, reduced musculoskeletal pain, and enhanced joint mobility.2017: Provided insurance advice as a financial adviser for Momentum Life.2018: Launched the NZ Business Owners podcast, which spotify ranked as one of the top 5% of podcasts globally.2019: Worked as an Investment Adviser with OnePlan For Retirement, advising on ~$10 million of client’s funds.Today: Founded Find Advice, a platform that connects business owners with qualified financial advisors.
The Ultimate Guide to Motivating and Leading Teams in 2024 - Belinda Heunis
Podcast guest Belinda Heunis Chief Business officer of https://www.footprintconnect.co.nz/
Chapters
00:00 The Call to Leadership
02:41 Motivating Teams in Challenging Industries
05:44 Onboarding and Setting Expectations
08:43 Performance Management and Metrics
11:50 Incentivizing and Recognizing Contributions
14:44 Building a Supportive Team Culture
18:04 The Four-Day Work Week
20:40 Trust and Accountability in Leadership
23:39 Collaboration and Communication
26:57 Agile Workflows and Task Management
How to Build a High-Performing Culture: Secrets from Top NZ Companies - Ben Sexton
Podcast guest Ben Sexton Managing Director of https://www.rbrecruitment.co.nz/
Chapters
00:00 Building a Strong Company Culture
03:29 Lessons from Recruitment Challenges
07:27 The Importance of Communication and Trust
11:17 Navigating Difficult Conversations
17:22 The Balance Between Kindness and Tough Love
18:35 The Value of Time in Recruitment
19:32 Navigating Difficult Employee Situations
21:55 The Importance of Leadership and Environment
23:26 Onboarding and Company Culture
27:18 Recruitment as Reverse Sales
29:28 Building a Personal Network for Recruitment
34:14 Aligning Vision and Values for Success
How to Choose the BEST Business Structure in NZ (Step-by-Step Guide) - Vincent Naidu
Podcast guest Vincent Naidu https://vincilawyers.com/people/detail/vincent-naidu/
Chapters
00:00 Understanding Legal Obligations in Business
08:59 Choosing the Right Business Structure
14:58 The Consequences of Poor Director and Shareholder Choices
30:07 The Importance of Shareholder Agreements
44:57 Best Practices for Setting Up a Business
Finding Your Truth North As A Leader - Jeremy Paynter
Podcast guest Jeremy Paynter http://nymble.co.nz/
Chapters
00:00 Finding Your True North as a Leader
02:44 The Importance of Authenticity in Leadership
05:57 Navigating Corporate Politics with Authenticity
08:51 The Shift from Organizational to Personal Branding
11:37 Communicating Your Value Proposition
14:47 Creating a Feedback-Driven Environment
17:53 Real-Life Transformation: A Case Study
The Hidden Signs of Burnout in Leadership You Can’t Ignore - Rich Ellis
Podcast guest Rich Ellis https://www.f4l.co.nz/
Chapters
00:00 Identifying Burnout in Leadership and Culture
02:44 Managing Energy and Nutrition for Well-being
05:43 The Impact of Mood and Environment on Burnout
08:32 Recognizing Signs of Burnout in Teams
11:54 Understanding Introversion and Extroversion in the Workplace
14:40 The Role of Purpose in Preventing Burnout
17:34 Spirituality and Personal Growth in the Context of Burnout
23:29 Mindfulness in Everyday Tasks
24:14 Philosophical Perspectives on Life
24:55 Meditation and Thought Observation
25:49 Burnout and Career Reflections
28:05 The Impact of Generational Differences
29:08 Finding Balance in Life
30:30 The Illusion of Work-Life Balance
31:19 Small Changes, Big Impact
31:48 The Simplicity of Life's Challenges
34:04 Addressing Workplace Culture
36:02 Identifying Organizational Issues
38:23 The Power of Personal Responsibility
39:42 Closing Thoughts on Fulfillment
How NZ Taxes Your Overseas Income as a New Resident - Connie Lui
Podcast guest Connie Lui https://nztaxprop.co.nz/
Chapters
00:00 Understanding Tax Residency and Overseas Income
03:07 Navigating Voluntary Disclosure and Penalties
06:07 Transitional Residency Status Explained
08:48 Double Tax Agreements: What You Need to Know
11:54 Foreign Investment Fund Rules Demystified
14:45 Tax Implications of Selling Overseas Property
18:01 Intent and Taxation: The Devil in the Details
20:44 Planning Ahead: Managing Overseas Investments
23:52 Calculating Foreign Investment Fund Income
26:49 Final Thoughts on Tax Compliance
Optimizing Your NZ RENTAL Property for Tax Efficiency - Abhi Jagwani
Podcast guest Abhi Jagwanihttps://mytaxca.co.nz/
Chapters
00:00 Navigating Rental Property Structures in New Zealand
03:25 Understanding Trusts and Their Protections
06:53 The Role of Companies in Property Investment
12:26 The Bright Line Test Explained
17:19 Best Practices for Managing Rental Properties
25:22 The Reality of Rental Property Income
30:16 Challenges and Risks in Rental Property Investment
A Lawyer Reveals: The Shocking Truth About Dying Without a Will in NZ - Holly Egerton
Podcast guest Holly Egerton from https://www.succession.nz/https://www.succession.nz/
Chapters
00:00 The Importance of Having a Will
02:45 Understanding Probate and Letters of Administration
05:47 Navigating Joint Accounts and Funeral Expenses
08:54 The Consequences of Dying Without a Will
11:52 Structuring Your Will: Key Considerations
14:53 Executor Responsibilities and Family Dynamics
17:48 Specific Wishes and Gifts in a Will
26:10 Navigating Wills and Residue Distribution
29:45 Understanding Tenants in Common vs. Joint Ownership
32:38 Life Interests and Their Implications
34:18 The Role of Trusts in Estate Planning
37:57 Enduring Powers of Attorney: Importance and Process
44:38 Updating Your Will: When and Why?
How to Buy a Retail Business Without Losing Your Shirt With Varun Arora
Podcast guest Varun Arora http://bizwhiz.co.nz/
Chapters
00:00 Assessing the Right Business to Buy
06:04 Conducting Due Diligence
11:48 Identifying Financial Discrepancies
17:58 Understanding Hospitality Business Metrics
24:59 Benchmarking Costs in Hospitality
30:36 Valuing Hospitality Businesses
34:08 The Importance of Due Diligence
38:24 Navigating the Offer Process
42:11 Post-Purchase Integration and Support
46:26 Challenges in the Hospitality Sector
Is It Worth Being GST Registered? - Adrianne Leslie
Podcast guest Adrianne Leslie
Chapters
00:00 Understanding GST Registration and Its Implications
03:06 Navigating GST Returns and Payment Plans
06:05 Consequences of Missing GST Payments
08:51 Liquidation vs. Bankruptcy: Key Differences
12:15 Choosing Between Sole Trader and Company Structure
15:02 Finding the Right Accountant: Tips and Red Flags
18:10 The Role of Trusts in Business and Personal Finance
Self-Leadership in Crisis: How Top CEOs Are Navigating 2025 - Sue Kohn-Taylor
Podcast guest Sue Kohn-Taylor https://www.thementalfitnesscompany.com/
Chapters
00:00 Understanding Self-Leadership
05:43 Navigating Family Dynamics
11:58 Steps to Improve Self-Leadership
18:00 Using Values to Guide Decisions
23:30 Understanding Foundational Stories
32:08 Identifying Strengths and Weaknesses
37:09 Creating a Ripple Effect in Teams
44:13 Navigating Negative Environments
Selling Your House in NZ? A Real Estate Agent Reveals the Shocking Truths You Need to Know -Paul Foster
Podcast guest Paul Foster https://raywhite.co.nz/paul-foster/141820/
Chapters
00:00 Navigating the Real Estate Landscape in New Zealand
02:49 Advertising Strategies for Selling Homes
05:46 Understanding Buyer Behavior and Decision-Making
08:53 Choosing the Right Real Estate Agent
11:53 Commission Structures and Negotiation
14:51 Methods of Sale: Auctions, Tenders, and More
17:50 Confidential Offers and Multi-Offer Scenarios
21:01 Conditional vs. Unconditional Sales
24:16 The Auction Process Explained
28:11 Understanding Reserve Prices in Auctions
30:10 The Role of Auctioneers and Their Impact
32:42 Buyer Engagement and Auction Timing
34:51 Exploring Different Sales Methods
36:49 Factors Influencing Home Buying Decisions
39:53 Types of Property Ownership Explained
42:37 Building Your Real Estate Dream Team
How NZ Doctors Are Using Tech to Save Time and Lives – The Surprising Results -Ralf Kils
Podcast guest Ralf Kils futurelab.co.nz Chapters
00:00 Inefficiencies in the Health Industry
03:03 Legacy Systems and Resistance to Change
06:05 The Role of Technology in Adapting to Change
09:11 Identifying and Automating Repetitive Tasks
12:31 Implementing OCR and AI Solutions
15:17 Creating Efficient Financial Planning Tools
18:11 Custom Solutions vs. Product Development
28:26 Streamlining Patient Management Systems
30:19 The Impact of COVID on Health Digitization
32:47 Reforming GP Booking Systems
35:23 Challenges in Health Data Access
37:12 The Complexity of Health Systems
39:43 The Potential of AI in Healthcare
42:49 The Burden of Administrative Tasks on Doctors
46:49 The Need for Proactive Health Management
52:48 Innovating in Farming and Food Production
Secret ACC Levy Hack: How Business Owners Are Paying Less - Natalie Whelan
Podcast guest Natalie Whelan director of https://www.accassist.kiwi/
Chapters
00:00 Understanding ACC Customization and Benefits
03:23 Cover Plus Extra vs. Standard Cover
06:18 Income Fluctuations and Claim Certainty
09:21 Maximizing ACC Savings and Refunds
12:12 Navigating ACC Access and Administration
15:17 Identifying Overcharges and Mistakes
18:20 Learning and Adapting in ACC Management
27:30 Setting Up Payment Plans
30:27 Navigating ACC Policies and Payment Plans
33:26 Understanding Income Protection vs. ACC
39:38 Challenges for Financial Advisors
44:38 When to Reduce ACC Coverage
50:16 Claims Process and Waiting Periods
Why Reactive Recruitment is Killing Your Business—And How to Fix It - Arran Finlayson
Podcast Guest Arran Finlayson Director of The Back Office Co: https://www.tbo.nz/
Chapters
00:00 Streamlining Bookkeeping Processes
05:42 Choosing the Right Software
11:15 Delegation and Team Management
17:30 Effective Recruitment Strategies
23:14 Handling Team Dynamics
30:31 Balancing Remote Work and Team Culture
The Creative Director’s Playbook: How to Balance Art, Commerce, and Sanity - Greg Kramer
Greg Kramer is the Creative Director of https://www.partisanadvertising.co.nz/
Chapters
00:00 The Genesis of a Designer's Journey
03:08 The Evolution of Graphic Design
06:14 Understanding Logos and Branding
09:06 The Nature of Creativity and Critique
12:11 The Value of Experience in Design
15:26 Pricing and Perception in Design
18:26 Client Relationships and Expectations
23:07 The Value of Creative Work
25:20 Navigating Client Relationships
29:47 Perceptions of Value in Design
33:19 Defining High-Value Services
37:12 The Role of Project Management in Design
40:07 The Importance of Branding
46:20 Staying Inspired in Creative Work
Xero for Dummies: Simplifying Bookkeeping for Entrepreneurs - Stephanie Crawford
Podcast guest Stephanie Crawford Founder of https://businessheadspace.co.nz/ Chapters
00:00 Choosing the Right Accounting Software
03:34 Maximizing Xero's Potential
06:36 Data-Driven Decision Making
09:40 Understanding Profit and Loss Statements
12:40 Setting Up Your Accounting System
15:36 Cash Flow Management
18:46 Best Practices for Invoicing
21:35 Accounts Receivable and Payable Management
24:20 Recognizing Good Bookkeeping Practices
29:45 The Value of Outsourcing Bookkeeping
31:03 In-House vs. Outsourced Bookkeeping
33:59 Recognizing the Need for a Bookkeeper
37:04 Onboarding and Supporting Bookkeepers
39:05 Understanding Business Reporting Needs
42:44 The Role of Bookkeepers During Crisis
43:45 The Importance of Tracking Financials
44:34 Navigating Payroll Complexity
52:09 Maximizing the Use of Accounting Software
When Money Gets Tight: The Accountant's Guide to Surviving (and Thriving) in Economic Downturns - James Rainey
Podcast guest James Rainey is a director and accountant at https://www.sothertons.co.nz/
Chapters
00:00 Navigating Uncertainty in Business
03:16 Understanding Economic Cycles and Business Resilience
06:13 The Impact of Economic Changes on Industries
09:07 Strategies for Managing Business Growth and Challenges
12:28 Forecasting Cash Flow: A Key to Business Success
15:16 Stages of Business Growth and Financial Management
18:14 Leveraging Resources for Business Efficiency
21:16 Understanding Business Expenses and Tax Deductions
31:50 Navigating Business Expenses and Personal Benefits
34:15 Understanding Tax Audits and Compliance
36:10 Industry Comparisons and Financial Metrics
38:17 Pricing Strategies and Market Positioning
44:05 The Complexity of Tax Regulations
50:15 Cryptocurrency and Tax Implications
52:15 Employee Incentives and Tax Considerations
How to Transfer Money from South Africa to New Zealand: A Step-by-Step Guide - Henrico Kotze
Henrico Kotze is the shareholder of https://www.randrescue.com/
Chapters
00:00 Navigating International Money Transfers
03:44 Understanding South African Pension Funds
06:44 The Process of Transferring Annuities
09:46 Challenges of Non-Resident Accounts
12:41 Cultural Insights on Retirement Planning
15:43 Life in South Africa vs. New Zealand
18:42 Building Trust in International Business
21:39 Marketing and Client Engagement Strategies
How to Handle Clients Who Don’t Pay - Annamaria Berek
Podcast guest Annamaria Berek CEO of https://www.businessboost.nz/home
Chapters
00:00 Journey into Flexibility: Balancing Motherhood and Career
03:06 The Art of Credit Control: Strategies for Success
06:04 Building Relationships: The Human Side of Debt Collection
08:58 Navigating Challenges: The Psychology of Non-Payment
11:43 Establishing Protocols: The Importance of Structure in Business
15:02 Finding Balance: Juggling Career and Motherhood
20:59 Entrepreneurial Spirit: From Craft Markets to Business Growth
26:25 Navigating Complex Event Management
28:22 Filling the Venue: Strategies and Challenges
29:49 The Importance of Marketing in Business
31:26 Transitioning to Business Boost: A New Venture
33:15 Understanding Strategic Bookkeeping
35:52 Analyzing Financial Health: Key Metrics
38:14 Identifying Problems Through Financial Data
40:28 Real-World Examples of Financial Insights
42:10 Using Numbers to Drive Business Decisions
44:11 Creating a Positive Work Environment
46:25 Overcoming Micromanagement in Leadership
48:51 Building Courage to Leave Toxic Environments
52:32 The Role of Personal Development in Business Success
NZ Rugby Players Losing $100,000s - Siosaia Taufa Fifita
Siosaia Taufa Fifita professional rugby play, accountant, and managing director of https://sba.co.nz/branches/sba-manukau/
Chapters
00:00 The Late Start to Rugby
04:02 Journey Through Rugby in Japan
07:05 Cultural Shock and Adaptation
10:11 Fatherhood and Long-Distance Relationships
13:21 Lessons from Upbringing in Tonga
16:22 Navigating Masculinity and Vulnerability
19:22 Faith, Community, and Mental Health
22:18 Financial Challenges for Rugby Players
29:45 Rugby in Japan: A Cultural Perspective
31:30 Financial Challenges for Rugby Players
33:50 The Importance of Education and Financial Literacy
35:10 Career Transition: From Rugby to Accounting
40:41 Unexpected Opportunities: A Career Change
52:41 Negotiating Contracts: Insights for Rugby Players
What Happens When You Ignore the IRD (And How Bookkeepers Help) - Leeyan Stephens
Leeyan Stephens Founding member of the institute of Certified NZ Bookkeepers and Director of: https://www.bookassist.nz/
Chapters
00:00 Introduction to Bookkeeping and Favorite Colors
06:53 Understanding the Role of a Bookkeeper
09:48 Essential Tools for Bookkeepers
12:54 The Distinction Between Bookkeepers and Accountants
15:53 Navigating Ethical Boundaries in Bookkeeping
18:45 Building Client Relationships and Trust
21:51 Challenges in the Bookkeeping Profession
24:40 Starting a Career in Bookkeeping
33:06 The Origins of the New Zealand Bookkeepers Association
36:16 Best Practices in Bookkeeping
40:42 Detecting Financial Irregularities
44:59 The Role of a Bookkeeper
54:13 The Value of Accurate Bookkeeping
57:55 Building a Successful Bookkeeping Business
Why Most Nonprofits in NZ Fail (And How to Avoid It) - Willie Eyles
Willie Eyles is a Chartered Accountants for Non-Profits and Director of: https://www.freeuplimited.co.nz/
Chapters
00:00 Understanding Nonprofits: The Basics
02:47 Revenue Streams and Financial Management in Nonprofits
05:36 Accountability and Compliance in Nonprofits
08:51 Ethics and Perception in Nonprofit Fundraising
11:28 Compensation and Value in Nonprofit Leadership
14:41 Ownership and Structure of Nonprofits
23:06 Common Pitfalls in Nonprofit Management
27:52 The Importance of Proper Structure and Compliance
30:58 Successful Revenue Strategies for Nonprofits
37:25 Understanding Donor Psychology and Engagement
44:10 Building Relationships for Long-Term Success
Navigating Growth: HR's Strategic Role in Scaling Success
Sarah Brooke is an HR expert and Co-Founder at https://freerangeworks.co.nz/
Chapters
00:00 Intro
03:17 Marketing Strategies: From PR to Cold Calls
06:03 Building Relationships: The Role of PR in Business
09:28 Navigating Challenges: The Impact of Recession on HR
12:26 Empathy in Leadership: Handling Tough Conversations
15:15 Crisis Management: Dealing with Workplace Incidents
18:20 Foundations of HR: Importance of Policies and Agreements
21:31 Cost of Neglect: Financial Implications of Poor HR Practices
23:15 Changing Perceptions: The Role of HR in Organizations
23:37 Building a Care Culture in the Workplace
25:28 Effective Communication and Leadership
29:01 Navigating Workplace Challenges
30:44 Evolving Business Models and Pricing Strategies
34:01 Understanding Financials for Business Success
37:17 Challenges Facing SMEs in 2024
39:46 Creating a Supportive Work Environment
43:22 Incentivizing Employee Performance
How do I automate my business with AI? - Marcus Longone
Podcast guest Marcus Longone Financial Adviser and Director of https://theinsuranceguy.nz/
Chapters
00:00 The Rise of AI in Insurance
03:09 Automating Administrative Tasks with AI
06:11 Customizing AI for Business Needs
08:58 Integrating AI with Insurance Platforms
12:08 The Importance of Pricing in Insurance
15:17 Navigating Client Consultations
17:59 Building Trust and Value in Advisory Services
30:13 Building Trust and Authority in Insurance
31:53 The Role of AI in Financial Decision Making
34:43 Creating Effective AI Workflows
37:23 Enhancing Client Interactions with AI
41:09 Automating Claims Management
45:47 Streamlining Client Communication and Retention
Is Buying Life Insurance Online A Scam? - Ananya Narayan
Ananya Narayan is a financial adviser and director at: https://kiwiananz.com/
Chapters
00:00 The Journey into Insurance
03:18 Understanding Diabetes and Its Impact
06:13 Managing Diabetes: Lifestyle and Medication
09:17 The Role of Thyroid in Health
12:21 Insurance Challenges for Diabetics
15:11 Navigating Insurance Options with Diabetes
18:28 Cultural Perspectives on Diet and Diabetes
21:22 The Importance of Education in Health and Insurance
29:58 Understanding Trauma Cover and Underwriting
36:50 The Importance of Proper Medical Disclosure
39:51 Navigating Insurance as a Migrant in New Zealand
44:31 Cultural Integration and Professional Growth
52:23 Tenancy Disputes and Court Experiences
Money Talks: How to Make It Work for You (Not Against You) - Pamela Adelekan
Podcast guest Pamela Adelekan Founder and Senior Financial Adviser at https://advisenow.co.nz/
Chapters
00:00 Introduction to Financial Services
00:32 The Drive for Financial Freedom
02:47 Understanding Mortgages and Financial Literacy
06:13 Behavioral Aspects of Financial Management
09:26 Personal Financial Strategies and Accounts
12:09 Navigating Shopping and Financial Conversations
15:16 Starting a Business in Financial Advisory
18:57 Marketing and Building a Personal Brand
22:47 Authenticity in Social Media and Handling Criticism
26:40 Navigating Unwanted Attention
30:57 Empowerment Through Self-Respect
33:18 Valuing Your Worth
35:04 The Power of Partnerships
38:00 Building Trust Through Authenticity
46:12 Financial Freedom Tips
My Dad Fought Cancer, I Fought to Save His Business - Roma Samy
Podcast guest Roma Samy Director of : https://www.romaandco.co.nz/
Chapters
00:00 Understanding Financial Literacy Gaps
04:09 Personal Journey and Financial Awareness
06:57 The Role of Financial Advisors
10:08 Navigating Property Investment
12:52 Challenges in Property Management
15:55 The Impact of Personal Circumstances on Financial Planning
18:43 Transitioning to Financial Advisory
21:50 The Importance of Genuine Client Relationships
22:59 Navigating Corporate Values and Personal Business Ethics
24:33 The Importance of Financial Planning
26:15 Realities of Financial Strain During Health Crises
28:28 Insurance and Medical Support: A Lifeline
30:58 The Struggles of Business Owners in Crisis
35:34 The Burden of Business Ownership and Personal Assets
40:27 Empowering Financial Literacy and Planning
46:16 Self-Insurance: Preparing for the Unexpected
I Never Heard From Her Again - Shakeel Lal
Podcast guest Shakeel Lal Director of https://haloadvisers.co.nz/
Chapters
00:00 Humble Beginnings and Resourcefulness
03:13 Navigating School Life and Early Entrepreneurship
06:14 The Move to New Zealand and Cultural Adjustments
09:23 Pursuing Education and Career Aspirations
12:10 Work Experience and Building a New Life
15:20 Transitioning from Architecture to Insurance
18:14 Building Connections and Overcoming Challenges
24:30 Navigating Loss and Grief
28:57 The Awakening to Insurance's Importance
30:14 Facing Tragedy as an Advisor
33:48 Empathy in Client Interactions
35:32 The Impact of Money on Relationships
40:55 Structuring Business Affairs
48:09 Understanding Business Insurance Essentials
Having To Work While Watching My Sister Die - Andrew Hendricks
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 for Underwriting Decisions
29:29 Navigating Health Conditions and Insurance Premiums
33:16 The Impact of Insurance on Life and Grief
37:01 The Reality of Serious Illness and Financial Strain
38:49 Personal Experiences with Cancer and Caregiving
45:41 Supporting Families During Health Crises
49:35 Checklist for Choosing the Right Insurance Coverage
Is Buying an Insurance Book Right for You? Here’s What You Need to Know - Mike Tonks
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
The Problem with Traditional Financial Advice with Scott Innes
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
The Ultimate Guide To Business Insurance in NZ - Jamie Norton
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
I Was 19 When Dad Killed Himself - Avi Kumar
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
From Cold to Gold: Turning Outreach into Business Growth With Nick Sevta
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
Scaling Your Financial Services: Lessons from Building a 388-Advisor Network With Keith Kerr
Podcast guest Keith Kerr Director of https://www.mysolutions.nz/ and Wealth Adviser at https://www.financialsolutionz.co.nz/
Income Protection 101: Everything You Need to Know with Paul Bate
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
Growing A Financial Advisory Brand - Rochelle Carly
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
Lead, Motivate, and Inspire a Team of 50 Financial Advisers with Alana Collinson
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
Building a Business To Sell with Jimmy Lin
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
Building a Personal Brand on LinkedIn With Avinash Kumar
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 Navigating the Insurance Landscape
20:58 The Power of Community and Authenticity
24:02 Overcoming Objections: The Human Element in Sales
26:54 The Importance of Follow-Up and Persistence
29:57 Finding Balance: Work, Family, and Personal Growth
33:08 Final Thoughts: Embracing the Journey
Creating Unforgettable Client Experiences With Yang Gu
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 Client Backgrounds
The Pillars of a Fulfilling Life with Willi Olsen
Guest is Willi Olsen Director of https://www.lifecovered.nz/
Chapters
00:00 Transformative Literature: The Power of Eulogies
02:54 Cultural Perspectives on a Fulfilling Life
05:55 The Evolution of Values Through Life Stages
08:44 The Importance of Deep Friendships
11:53 Navigating Life's Challenges: The Role of Support
14:51 Mindset and Resilience in Overcoming Adversity
17:43 The Dangers of Victimhood Mentality
20:51 Business Lessons: Accountability and Growth
23:42 Finding Joy in Meaningful Conversations
27:00 Building Relationships in Business
30:10 The Impact of Personal Experience on Professional Life
32:58 The Role of Insurance in Financial Security
36:01 Real-Life Claims: The Human Element of Insurance
The NZ Guide To Financial Freedom
You can download the book by clicking here
Helping People Through Their Final Moments - Jason Venu
Jason Venu, Founder & Managing Director at Coversure: https://coversure.co.nz/
Chapters
00:00 The Journey into Sales
03:18 Building Genuine Connections in Sales
06:16 The Importance of Attitude in Hiring
09:12 The Mission of Coversure
12:13 Real-Life Impact of Insurance
16:17 Navigating Emotional Challenges in Insurance
19:10 The Reality of Uninsured Families
22:04 Educating Clients on Financial Risks
25:13 Changing Perceptions of Insurance
28:24 The Value of Self-Insurance
31:24 The Power of Storytelling in Sales
34:18 Conclusion and Reflections on Value
Turning Money into Meaning With Nicole Middleton
Nicole Middleton is a money confidence speaker, financial adviser and owner of https://www.wealthcraft.co.nz/
Instagram: https://www.instagram.com/wealthcraft.nz/
https://www.tiktok.com/@wealthcraft.nz/
Email: hello@wealthcraft.co.nz
Chapters
00:00 From Life Coaching to Financial Advising
03:32 The Power of Mindset and Choices
06:39 Identifying Joy and Purpose
09:31 Self-Awareness and Human Connection
12:29 Navigating Relationships and Pain
15:16 The Pursuit of Happiness and Autonomy
18:28 The Role of Money in Happiness
21:14 Transitioning to Financial Advising
24:24 Building a Brand and Community
27:19 Advice for Newcomers in the Industry
30:25 Balancing Openness and Boundaries
I Never Met My Father- Andre-Paul Stokes
Podcast guest Andre-Paul Stokes: https://mainz-ltd.com/
Chapters
00:00 Family Dynamics and Unknown Biological Father
04:41 Feeling Like an Outsider
06:23 School Experience
09:02 Coming to Terms with the Past
09:52 Journey to Self-Acceptance
12:20 Building a Family and Leaving a Legacy
19:12 Resistance to Change in Farming Practices
22:14 Traumatic Realities of Farming
24:40 Deer Farming and Rustling
25:46 The Antler Business
26:28 The Process of Harvesting Antlers
27:00 The Demand for Antlers
27:12 The Dangers of Deer
28:11 Handling Deer
29:21 Adventurous Times
31:13 Changes in Safety and Political Correctness
32:39 Changes in Car Safety
34:10 Finding a New Calling
36:09 Starting a Business
36:59 Cold Calling for Clients
37:58 Developing the Ability to Cold Call
42:12 Helping Clients with Budgeting and Insurance
44:56 Consumerism and Branding
49:02 The Importance of Doing Numbers
52:14 The Influence of Others
52:52 Reflection on Life and Work
How To Build A High Performing Sales Team With Jason Lloyd
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