Is New Zealand's Financial Industry Less Secure Than the UK?

NZ Business Owners

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2M ago 52:57

MP3•エピソードのホーム

Nigel Elson Founder of https://www.friendlyfinance.nz/

Takeaways

Being an expat himself, Nigel has a natural connection with expat clients and understands their financial needs.
Traveling and experiencing different cultures makes people more open-minded and focused on enjoying life in the present.
Planning for both the present and the future is crucial for financial success.
Communication and compromise are key in relationships and business partnerships. Effective communication is crucial in financial advising to ensure understanding and build trust.
Reading people's facial expressions can help gauge their level of comprehension.
Addressing insecurities and concerns is important to make clients comfortable with the financial plan.
Tailoring communication based on age and background is essential for effective communication.

Chapters

00:00 Introduction

00:20 Feeling Like You Don't Belong

03:18 The Experience of Traveling and Living Abroad

05:01 The Challenges of Integrating into a Local Community

05:57 Unusual Life Experiences

07:05 The Differences Between the Ultra Wealthy and the Aristocracy

08:22 Attributes Required for Success

09:21 Instilling Work Ethic in the Next Generation

10:58 Maintaining a Long-Term Partnership

12:12 Effective Communication in Relationships

14:16 Understanding and Empathy in Arguments

19:00 Finding a Life Partner

21:01 Maintaining a Good Bond in a Relationship

22:27 Effective Communication in Sales

24:41 Simplifying Statement of Advice Documents

29:18 The Requirements for a Michelin Star Restaurant

32:27 Providing Service in the Financial Planning Industry

36:29 The Need for Higher Qualifications in New Zealand

44:52 Number of Insurance Advisors in New Zealand

45:33 Challenges in Reaching Remote Areas

47:13 Perception and Competency of Financial Advisors

48:22 Access to Financial Advice and Education

49:16 Importance of Life Insurance and Investments

51:00 Convincing People of the Importance of Insurance

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#Business #Ryan J Melton & Greg Moyle #Greg Moyle #Ryan J Melton #Entrepreneur #New Zealand