Description
In this riveting episode of NZ Business Owners, host Ryan J Melton sits down with the seasoned financial expert, Dave Thomas. Get ready for a thought-provoking exploration into the world of financial planning and education in New Zealand, as Dave sheds light on the challenges and opportunities facing individuals seeking sound financial advice. Discover the key considerations when choosing the right financial advisor, as Dave shares insights into the diverse landscape of financial professionals in New Zealand.
The episode takes an emotional turn as Dave recounts real stories of the profound impact insurance can have on people's lives. From navigating the complexities of trauma claims to ensuring financial security in times of uncertainty, Dave reflects on his 23-year journey in the industry. Listeners will gain valuable insights into the importance of long-term relationships built on trust, care, and a genuine commitment to making a positive difference in people's lives.
Tune in to this episode to unravel the complexities of the financial world with Dave Thomas, who not only brings expertise but also a deep passion for empowering individuals to take control of their financial futures. Whether you're a seasoned entrepreneur or just starting your business journey, this episode is packed with wisdom and real-world experiences that will leave you inspired and better informed about the financial landscape in New Zealand. Don't miss out on this engaging conversation that transcends numbers and charts to reveal the human side of financial planning.
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