Ian Dallas: https://www.linkedin.com/in/iandallasnz/?originalSubdomain=nz Takeaways There is a movie centered around refereeing that is dramatic and intense. The experience of a referee in rugby involves managing people and effectively communicating with them. Upbringing plays a significant role in shaping personal attributes and values. Acknowledging and listening to people's concerns and objections is crucial in insurance sales. Building trust with clients requires empathy and open communication. Ask clients what is important in their lives and what could put those things at risk to under ..read more

Guest Simon O'Neill: velocityfinancial.co.nz Takeaways Show up and be present as a father, especially during the early years of a child's life. Find a balance between protecting your children and allowing them to face challenges and develop resilience. Learn from difficult experiences and use them as opportunities for personal growth and strength. Build a support network of friends and family who can provide guidance and understanding during tough times. Everyone has their own story and experiences, both good and bad. Encouraging men to be vulnerable and open up requires creating a safe envi ..read more

Nigel Elson Founder of https://www.friendlyfinance.nz/ Takeaways Being an expat himself, Nigel has a natural connection with expat clients and understands their financial needs. Traveling and experiencing different cultures makes people more open-minded and focused on enjoying life in the present. Planning for both the present and the future is crucial for financial success. Communication and compromise are key in relationships and business partnerships. Effective communication is crucial in financial advising to ensure understanding and build trust. Reading people's facial expressions can h ..read more

This podcast explores the complex relationship between being authentic and the subsequent impact on personal and professional life, drawing parallels with a study on zebras to metaphorize standing out and its effects. It features Nicola Shirley, a mortgage advisor from Vega Lend, who discusses her approach to handling leads, fostering meaningful client relationships, and the pivotal role of trust and authenticity in her profession. Shirley offers insights into the intricacies of client communications, the challenges and shifts within the lending industry, and the importance of insurance. She a ..read more

This extensive discussion delves into various facets of digital marketing and social media strategy with Lawrence Carey, the managing director of Squid Group, a leading creative marketing agency in New Zealand. The dialogue covers the importance of social media for businesses, how to leverage niche markets, the strategy behind Facebook ads, and the dynamics of retargeting and brand building. It also touches on the significance of creating tailor-made content and offerings for specific audiences to foster brand trust and ensure a consistent flow of clients. Additionally, personal anecdotes and ..read more

In this podcast, Lara, the owner of My Future Plan, discusses her motivation to become a financial advisor and her dedication to financial literacy as a key to living a fulfilling life. Addressing misunderstandings around financial services, Lara emphasizes the importance of seeing financial advisors as a normal part of life, just like having a doctor. She delves into details about investing, avoiding the pitfalls of chasing returns, and the challenges of scaling in the financial advisory profession. Lara also discusses her vision of normalizing the role of financial advisors in New Zealand an ..read more

Jeff Royle, a volunteer with the New Zealand Coast Guard and the owner of the mortgage company, ilender, offers insightful descriptions of his experiences in both domains. Detailing his commitment to the Coast Guard, Royle discusses responding to emergencies, ensuring boat safety, confronting challenging situations and the intricacies of negotiations and leadership within their team. Transitioning to his expertise in mortgages, Royle provides an overview of non-bank lenders, the risks of mortgage default and the current stress in the mortgage market. He wraps up with the importance of communic ..read more

This podcast features an insightful conversation with Stephen Robertson, the owner of My Money, a finance consultancy primarily dealing with mortgages for high-profile clients. As he details his professional journey, Stephen delves into his origin, growing up in Palmerston North, New Zealand, and his interests in fishing, boating, and the military. With numerous anecdotes from his career, he explains how his role has evolved into more than just banking, involving understanding his clients' needs, handling their anxieties, and nurturing relationships. Stephen emphasizes the importance of provid ..read more

In an engaging dialogue that delves into the depth of life, relationships, and faith, Vinay Grover shares his personal experiences, insights and beliefs. Central to his discourse is the concept of intrinsic gratitude, winning over life's challenges and the significance of rising above negativity, while trying to attain a more positive, richer, and more meaningful existence. He discusses his journey from striving for 'bigger' to evolving towards 'better' and underlines the importance of commitment, trust, and overcoming jealousy. There's also a reflection on his relationship with God, spiritual ..read more

Ever wondered what it takes to navigate the ever-changing landscape of mortgages and finance? Join me as I chat with Craig Pettit, a seasoned advisor with over 45 years in the trenches. This isn't your average dry financial talk. Craig's journey, from a young bank employee to a successful mortgage advisor, is packed with fascinating experiences and valuable insights. We'll delve into: • The rollercoaster ride of economic climates: Craig will share his firsthand perspective on navigating various economic ups and downs, offering unique insights into the past and a glimpse into the future. • Tami ..read more