54 - Scaling to $100M+: The Exact Strategy Used to Triple Advice Volume

54 - Scaling to $100M+: The Exact Strategy Used to Triple Advice Volume

How does a self-described introvert go from a bank employee with no clients to one of New Zealand’s top-tier, award-winning financial advisers in just five years? In this episode, Warwick sits down with Sanjeev Jangra from Loan Market Manukau to break down the exact blueprint that allowed him to scale his business rapidly. Sanjeev pulls back the curtain on the challenges of running an advice business and explains why many advisers hit a ceiling by trying to do it all themselves.

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.

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.

51 - How Camilla Tumai Built NZ’s biggest KiwiSaver book and her next chapter at Bizcap

From building NZ’s largest KiwiSaver book to leading Bizcap in Aotearoa, Camilla Tumai shares what she learnt on the way. ➤ How she went from zero clients to NZ’s biggest KiwiSaver book ➤ What she learnt starting and scaling her own advice business ➤ Transitioning from business owner to leadership within a lender ➤ How Bizcap is shaking up business lending in NZ ➤ Lessons advisers can apply in their own practice Perfect for advisers looking to grow their book, expand into SME lending, and learn from someone who has done it all.

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.