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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
1 OCT. 2024 · 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
29 SEP. 2024 · You can download the book by https://storage.googleapis.com/msgsndr/xebaMB5jHg7zALOQns28/media/65d991347b760fd6a7af1dec.pdf
26 SEP. 2024 · 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
24 SEP. 2024 · Nicole Middleton is a money confidence speaker, financial adviser and owner of https://www.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
22 SEP. 2024 · 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
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
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/
Información
| Autor | Jordan Greville |
| Organización | Jordan Greville |
| Categorías | Economía y empresa |
| Página web | www.spreaker.com |
| - |
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