Kiwi Adviser Network

KAN Podcast

Business EN ↓ 62 episodes

The Kiwi Adviser Network is focused on providing valuable content to New Zealand's financial advisers. Helping improve and grow their businesses. Our guests are the top advisers and personalities in our industry.

Be sure to visit the podcast's website and support the creator: www.kiwiadvisernetwork.co.nz

Author

Kiwi Adviser Network

Episodes

EP12 - Paul Fuller: What Does It Mean To Run A Sustainable Business 08.12.2022 39:04

Paul Fuller from the Mortgage Room has created a sustainable business, which focuses on building generational wealth for all its clients. We get an insight into this in this week's podcast.

EP11 - Darcy Ungaro: Running a lean business, and valuing your time 01.11.2022 55:13

Darcy Ungaro runs a very lean business, which means he's only got a limited amount of hours in the day. In this podcast, we'll be taking a journey with Ungaro & Co. as we explore how Darcy created such a lean business structure, and how he set up a fee for service.

EP10 - Eugene Bartsaikin: Building A Strategy And Sticking To It 18.10.2022 1:02:00

Creating a strategy and sticking to it. Eugene Bartsaikin from Twine Financial Advisers discusses the keys to his businesses growth

EP9 - Sam Kodi: When To Outsource vs Doing In-House 06.10.2022 40:27

Focus on your strengths, and outsource everything else. Sam Kodi from Smart Adviser shares his journey and some decisions that have led to his success.

EP8 - Johan Fritz: The Journey Of Going From Good To Great 13.09.2022 59:45

We're joined by Johan Fritz from Leapway Financial Consultants, as he talks us through the concept of Good to Great. Understanding your strengths and weaknesses, and how to utilize that knowledge to go further as a business.

EP7 - Anand Srinivasan: The Art of Getting Claims Approved 24.08.2022 50:58

In this episode, Anand from Brisk Insurance divulges his secrets to ensure your clients get their claims paid.   From educating medical professionals in policy wordings to calling your adviser before your doctor.  These unorthodox practices have cemented Anand as a claims specialist, and in doing so changed his clients' lives.   Join our Facebook group for financial advisers. h...

EP6 - Sue Tierney: The Importance Of Having Good Mentors 09.08.2022 46:41

In this podcast, we're joined by Sue the owner of Sue Tierney Mortgages.   Sue takes us on her journey from pulling 19hr days to having a healthy work/life balance, and the importance of mentorship.   Sue owes her transformation to a retired New York Rabbi, who taught her how to turn any day into a winner!   Join our Facebook group for financial advisers. https://www.facebook.com/gr...

EP5 - Hamish Patel: How He Grew mortgagesonline.co.nz 27.07.2022 39:04

Welcome to the Kiwi Adviser Network Podcast. In the fifth episode of the Kiwi Adviser Network Podcast. Warwick interviews Hamish from mortgagesonline.co.nz, where they discuss how to grow a successful mortgage business.

EP4 - Claire McArthur: What Tools Can You Use To Grow Your Business? 13.07.2022 41:23

Welcome to the Kiwi Adviser Network Podcast. In the fourth episode of the Kiwi Adviser Network Podcast. Warwick interviews Claire from Claire McArthur Mortgages, where they discuss how to grow a successful mortgage business.   Join our Facebook group for financial advisers. https://www.facebook.com/groups/nzadvisercommunity  Learn more about the Kiwi Adviser Network. https://www.kiwiadvi...

EP3 - Jeff Royle: How I Became A Financial Paramedic 12.07.2022 58:25

Welcome to the third episode of the Kiwi Adviser Network Podcast. In this episode, Warwick interviews Jeff from iLender, where they discuss how to grow a successful mortgage business.   Join our Facebook group for financial advisers. https://www.facebook.com/groups/nzadvisercommunity  Learn more about the Kiwi Adviser Network. https://www.kiwiadvisernetwork.co.nz/ 

EP2 - Satyan Mehra: Building A Mortgage Business 14.06.2022 44:50

Welcome to the second episode of the Kiwi Adviser Network Podcast. In this episode, Warwick interviews Satyan from iConsult, where they discuss how to grow a successful mortgage business.  Join our Facebook group for financial advisers. https://www.facebook.com/groups/nzadvisercommunity Learn more about the Kiwi Adviser Network. https://www.kiwiadvisernetwork.co.nz/

EP1 - Rupert Gough: Building A Successful Business With Scale 31.05.2022 37:16

Welcome to the first episode of the Kiwi Adviser Network Podcast. In this episode, Warwick interviews Rupert from Mortgage Lab, where they discuss how to grow a successful mortgage business.   Join our Facebook group for financial advisers. https://www.facebook.com/groups/nzadvisercommunity  Learn more about the Kiwi Adviser Network. https://www.kiwiadvisernetwork.co.nz/ Want to watch th...