Description
In this riveting episode of NZ Business Owners, host Ryan J Melton dives deep into the world of financial planning with the extraordinary Vaughn Atkin. A dedicated advocate for helping New Zealanders live their best lives, Vaughn shares his insights into crafting a fulfilling life with financial security.
Starting with a captivating discussion at 45:53, Vaughn unveils his approach to making compelling offers in the financial planning space, drawing parallels with creating a personalized 'board of directors' for individuals. Learn how he envisions the future of financial planning, emphasizing a holistic approach that goes beyond mere numbers.
Moving forward to46:42, Vaughn delves into his vision for an integrated business community, where individuals benefit from a network of support, events, and trusted professionals. It's not just about financial security; it's about building a community that nurtures personal and professional growth.
The conversation takes an intriguing turn at 52:11 as Vaughn shares his thoughts on navigating life transitions and finding fulfillment beyond finances. Discover how he guides clients through various life stages, offering not just financial advice but a roadmap to a purpose-driven, satisfying life.
Join Ryan and Vaughn on this episode of NZ Business Owners as they unravel the secrets to living your best life through sound financial advice. It's more than a podcast – it's a roadmap to empowerment and fulfillment!
https://lifefirst.co.nz/
Guest, Brian William Burgess: https://www.swainwoodham.co.nz/
Chapters
00:00 Starting a Company in 1996
02:55 Referrals and Building Relationships
05:01 The Value of Insurance and What Clients Buy
07:58 Developing Financial Advisors
11:47 Dealing with Emotional Situations
15:52 The Role of...
Published 05/03/24
Guest details Peter Wilmot: https://mortgagelink.co.nz/find-an-adviser/mortgage-link-whakatane/peter-wilmot/
Published 04/30/24
Guest details Christopher Boon: https://ains.nz/
Chapters
00:00 Introduction and Company Overview
02:09 Business Models and Licenses
03:09 Staff and Roles
05:39 Joint Venture
07:28 Partnerships for Insurance Brokers
08:15 Complementary Combination of Mortgage and Insurance
10:33 Selling...
Published 04/30/24