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KAN Podcast

Podcast von Kiwi Adviser Network

Englisch

Business

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Mehr KAN Podcast

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.

Alle Folgen

53 Folgen

Episode 53 - How To Become A Fee-For-Service Adviser with Alan Borthwick Cover

53 - How To Become A Fee-For-Service Adviser with Alan Borthwick

From bouncing at bars to building a client base of thousands, Alan Borthwick shares how he went from zero industry experience to founding Dux Financial with his business partner. Alan also discusses why he believes the future of advice lies in long-term thinking, not short-term transactions. ➤ Why product advice alone fails, and what advisers must do instead ➤ The power of looking after “small” clients, and how they become your best referrals ➤ How Dux Financial operates with no sales targets, no lock-in contracts, and still grows ➤ What most advisers can learn about client retention and staff agreements ➤ How offering workplace financial counselling opened a new business channel Ideal for mortgage advisers, insurance specialists, and financial planners who want to build trust, run ethical businesses, and future-proof their advice in an evolving NZ industry.

29. März 2026 - 26 min
Episode 52 - Earning Trust and Building a Pipeline From Day One with Reece Glozier Cover

52 - Earning Trust and Building a Pipeline From Day One with Reece Glozier

From starting with zero listings to becoming a top 10 Ray White agent nationwide, Reece Glozier shares what it really takes to build a client base from scratch. ➤ How he generated leads when no one knew his name ➤ What actually works in prospecting and follow-up today ➤ Why real estate agents rank low in trust, and how to stand out anyway ➤ How conjunctionals really work, and whether they serve the client ➤ Why deals fall over due to finance, and how advisers and agents can better protect outcomes ➤ The traits he sees in top-performing mortgage advisers Perfect for mortgage advisers, agents, and business owners looking to grow from zero, strengthen referral relationships, and understand how property deals are won and lost in today’s market.

11. Feb. 2026 - 31 min
Episode 50 - Building a Sellable Advice Business with Simon Rolland Cover

50 - Building a Sellable Advice Business with Simon Rolland

In this episode of the KAN Podcast, we sit down with Simon Rolland, multi-exit founder, investor, and former CEO of Aurora Financial, to talk about how advisers can turn great advice into great businesses. We cover: * How to design a sellable advice business from day one * What advisers get wrong about being business owners * Finding the balance between growth and profitability * The playbook behind Aurora’s 22x exit * How to value and fund advice books without using your house as security * Smart deal structures including vendor finance, earn-outs, and transition plans * The traits of advice firms that will still be thriving in 10 years' time If you’re serious about building a profitable, structured, and sellable advice business, this episode is for you. 👉 Subscribe for more conversations with the people shaping New Zealand’s financial advice industry.

20. Okt. 2025 - 1 h 16 min
Super gut, sehr abwechslungsreich Podimo kann man nur weiterempfehlen
Super gut, sehr abwechslungsreich Podimo kann man nur weiterempfehlen
Ich liebe Podcasts, Hörbücher u. -spiele, Dokus usw. Hier habe ich genügend Auswahl. Macht 👍 weiter so

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