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KAN Podcast

Podcast de Kiwi Adviser Network

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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.

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53 episodios

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

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 de mar de 2026 - 26 min
Portada del episodio 52 - Earning Trust and Building a Pipeline From Day One with Reece Glozier

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 de feb de 2026 - 31 min
Portada del episodio 50 - Building a Sellable Advice Business with Simon Rolland

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 de oct de 2025 - 1 h 16 min
Soy muy de podcasts. Mientras hago la cama, mientras recojo la casa, mientras trabajo… Y en Podimo encuentro podcast que me encantan. De emprendimiento, de salid, de humor… De lo que quiera! Estoy encantada 👍
Soy muy de podcasts. Mientras hago la cama, mientras recojo la casa, mientras trabajo… Y en Podimo encuentro podcast que me encantan. De emprendimiento, de salid, de humor… De lo que quiera! Estoy encantada 👍
MI TOC es feliz, que maravilla. Ordenador, limpio, sugerencias de categorías nuevas a explorar!!!
Me suscribi con los 14 días de prueba para escuchar el Podcast de Misterios Cotidianos, pero al final me quedo mas tiempo porque hacia tiempo que no me reía tanto. Tiene Podcast muy buenos y la aplicación funciona bien.
App ligera, eficiente, encuentras rápido tus podcast favoritos. Diseño sencillo y bonito. me gustó.
contenidos frescos e inteligentes
La App va francamente bien y el precio me parece muy justo para pagar a gente que nos da horas y horas de contenido. Espero poder seguir usándola asiduamente.

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