Step into the world of NZ Business Owners, where we explore the complexities of life and entrepreneurship in New Zealand.
From the deep-seated beliefs and valu...
How do I automate my business with AI? - Marcus Longone
Podcast guest Marcus Longone Financial Adviser and Director of https://theinsuranceguy.nz/
Chapters
00:00 The Rise of AI in Insurance
03:09 Automating Administrative Tasks with AI
06:11 Customizing AI for Business Needs
08:58 Integrating AI with Insurance Platforms
12:08 The Importance of Pricing in Insurance
15:17 Navigating Client Consultations
17:59 Building Trust and Value in Advisory Services
30:13 Building Trust and Authority in Insurance
31:53 The Role of AI in Financial Decision Making
34:43 Creating Effective AI Workflows
37:23 Enhancing Client Interactions with AI
41:09 Automating Claims Management
45:47 Streamlining Client Communication and Retention
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52:54
Is Buying Life Insurance Online A Scam? - Ananya Narayan
Ananya Narayan is a financial adviser and director at: https://kiwiananz.com/
Chapters
00:00 The Journey into Insurance
03:18 Understanding Diabetes and Its Impact
06:13 Managing Diabetes: Lifestyle and Medication
09:17 The Role of Thyroid in Health
12:21 Insurance Challenges for Diabetics
15:11 Navigating Insurance Options with Diabetes
18:28 Cultural Perspectives on Diet and Diabetes
21:22 The Importance of Education in Health and Insurance
29:58 Understanding Trauma Cover and Underwriting
36:50 The Importance of Proper Medical Disclosure
39:51 Navigating Insurance as a Migrant in New Zealand
44:31 Cultural Integration and Professional Growth
52:23 Tenancy Disputes and Court Experiences
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55:10
Money Talks: How to Make It Work for You (Not Against You) - Pamela Adelekan
Podcast guest Pamela Adelekan Founder and Senior Financial Adviser at https://advisenow.co.nz/
Chapters
00:00 Introduction to Financial Services
00:32 The Drive for Financial Freedom
02:47 Understanding Mortgages and Financial Literacy
06:13 Behavioral Aspects of Financial Management
09:26 Personal Financial Strategies and Accounts
12:09 Navigating Shopping and Financial Conversations
15:16 Starting a Business in Financial Advisory
18:57 Marketing and Building a Personal Brand
22:47 Authenticity in Social Media and Handling Criticism
26:40 Navigating Unwanted Attention
30:57 Empowerment Through Self-Respect
33:18 Valuing Your Worth
35:04 The Power of Partnerships
38:00 Building Trust Through Authenticity
46:12 Financial Freedom Tips
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49:42
My Dad Fought Cancer, I Fought to Save His Business - Roma Samy
Podcast guest Roma Samy Director of : https://www.romaandco.co.nz/
Chapters
00:00 Understanding Financial Literacy Gaps
04:09 Personal Journey and Financial Awareness
06:57 The Role of Financial Advisors
10:08 Navigating Property Investment
12:52 Challenges in Property Management
15:55 The Impact of Personal Circumstances on Financial Planning
18:43 Transitioning to Financial Advisory
21:50 The Importance of Genuine Client Relationships
22:59 Navigating Corporate Values and Personal Business Ethics
24:33 The Importance of Financial Planning
26:15 Realities of Financial Strain During Health Crises
28:28 Insurance and Medical Support: A Lifeline
30:58 The Struggles of Business Owners in Crisis
35:34 The Burden of Business Ownership and Personal Assets
40:27 Empowering Financial Literacy and Planning
46:16 Self-Insurance: Preparing for the Unexpected
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47:29
I Never Heard From Her Again - Shakeel Lal
Podcast guest Shakeel Lal Director of https://haloadvisers.co.nz/
Chapters
00:00 Humble Beginnings and Resourcefulness
03:13 Navigating School Life and Early Entrepreneurship
06:14 The Move to New Zealand and Cultural Adjustments
09:23 Pursuing Education and Career Aspirations
12:10 Work Experience and Building a New Life
15:20 Transitioning from Architecture to Insurance
18:14 Building Connections and Overcoming Challenges
24:30 Navigating Loss and Grief
28:57 The Awakening to Insurance's Importance
30:14 Facing Tragedy as an Advisor
33:48 Empathy in Client Interactions
35:32 The Impact of Money on Relationships
40:55 Structuring Business Affairs
48:09 Understanding Business Insurance Essentials
Step into the world of NZ Business Owners, where we explore the complexities of life and entrepreneurship in New Zealand.
From the deep-seated beliefs and values that guide these entrepreneurs to the strategies they use to navigate the twists and turns of success, we dive into the depths of the human experience.
Whether you're interested in business, personal growth, or just curious about what it takes to succeed, join us on this journey of self-discovery and explore the many facets of the human spirit.