NZ Business Owners

Jimmy Lin, CA, Risk and Business Valuation Specialist For Proficio:  https://proficio.co.nz/business-valuation-home/

Chapters

00:00 Understanding Business Valuation

03:03 The Role of Intangible Assets

06:10 Valuation Process and Methodologies

09:12 Preparing for Business Sale

12:00 The Importance of Accurate Financials

14:53 Market Trends and Valuation Ranges

17:55 Marketing and Client Relationships

20:56 Affordable Valuation Services for SMEs

24:02 Recurring Revenue and Business Growth

27:01 Valuation for Future Planning

29:58 Valuation in Legal and Financial Contexts

33:03 The Impact of Brand and Reputation

35:59 Continuity and Shareholder Dynamics

39:07 Building a Valuable Business

41:46 Navigating Business Sales and Acquisitions

45:11 Understanding Tax Implications

47:50 The Future of Business Valuation

Avinash Kumar: “I help people get covered | Coconut Lover | LinkyLand Junkie | Financial Advisor | Expert in Insurance”: https://haloadvisers.co.nz/

Chapters

00:00 The Journey Begins: From Debt Collection to LinkedIn Success

03:00 Building a Personal Brand on LinkedIn

06:01 Transitioning to Insurance: Challenges and Triumphs

08:58 The Art of Connection: Engaging with Clients

12:07 Sales Strategies: From Cold Calls to Warm Leads

14:56 Creating Meaningful Relationships in Business

18:02 Navigating the Insurance Landscape

20:58 The Power of Community and Authenticity

24:02 Overcoming Objections: The Human Element in Sales

26:54 The Importance of Follow-Up and Persistence

29:57 Finding Balance: Work, Family, and Personal Growth

33:08 Final Thoughts: Embracing the Journey

Yang Gu is a father, a husband, a business owner, a leader, a strategist and an insurance legend: https://www.yourgeneration.co.nz/

Chapters

00:00 Creating Unforgettable Client Experiences

03:08 Tailored Advice and Understanding Client Needs

05:58 Navigating Objections and Value Perception

09:08 Engaging Multiple Decision Makers

12:03 Building Rapport and Creating a Comfortable Environment

14:52 Presenting Advice Effectively

17:53 Retention Through Exceptional Service

20:47 Catering to Diverse Client Backgrounds

Guest is Willi Olsen Director of https://www.lifecovered.nz/

Chapters

00:00 Transformative Literature: The Power of Eulogies

02:54 Cultural Perspectives on a Fulfilling Life

05:55 The Evolution of Values Through Life Stages

08:44 The Importance of Deep Friendships

11:53 Navigating Life's Challenges: The Role of Support

14:51 Mindset and Resilience in Overcoming Adversity

17:43 The Dangers of Victimhood Mentality

20:51 Business Lessons: Accountability and Growth

23:42 Finding Joy in Meaningful Conversations

27:00 Building Relationships in Business

30:10 The Impact of Personal Experience on Professional Life

32:58 The Role of Insurance in Financial Security

36:01 Real-Life Claims: The Human Element of Insurance

You can download the book by clicking here

Jason Venu, Founder & Managing Director at Coversure: https://coversure.co.nz/

Chapters

00:00 The Journey into Sales

03:18 Building Genuine Connections in Sales

06:16 The Importance of Attitude in Hiring

09:12 The Mission of Coversure

12:13 Real-Life Impact of Insurance

16:17 Navigating Emotional Challenges in Insurance

19:10 The Reality of Uninsured Families

22:04 Educating Clients on Financial Risks

25:13 Changing Perceptions of Insurance

28:24 The Value of Self-Insurance

31:24 The Power of Storytelling in Sales

34:18 Conclusion and Reflections on Value

Nicole Middleton is a money confidence speaker, financial adviser and owner of https://www.wealthcraft.co.nz/

Instagram: https://www.instagram.com/wealthcraft.nz/

https://www.tiktok.com/@wealthcraft.nz/

Email: [email protected]

00:00 From Life Coaching to Financial Advising

03:32 The Power of Mindset and Choices

06:39 Identifying Joy and Purpose

09:31 Self-Awareness and Human Connection

12:29 Navigating Relationships and Pain

15:16 The Pursuit of Happiness and Autonomy

18:28 The Role of Money in Happiness

21:14 Transitioning to Financial Advising

24:24 Building a Brand and Community

27:19 Advice for Newcomers in the Industry

30:25 Balancing Openness and Boundaries

Podcast guest Andre-Paul Stokes: https://mainz-ltd.com/

Chapters

00:00 Family Dynamics and Unknown Biological Father

04:41 Feeling Like an Outsider

06:23 School Experience

09:02 Coming to Terms with the Past

09:52 Journey to Self-Acceptance

12:20 Building a Family and Leaving a Legacy

19:12 Resistance to Change in Farming Practices

22:14 Traumatic Realities of Farming

24:40 Deer Farming and Rustling

25:46 The Antler Business

26:28 The Process of Harvesting Antlers

27:00 The Demand for Antlers

27:12 The Dangers of Deer

28:11 Handling Deer

29:21 Adventurous Times

31:13 Changes in Safety and Political Correctness

32:39 Changes in Car Safety

34:10 Finding a New Calling

36:09 Starting a Business

36:59 Cold Calling for Clients

37:58 Developing the Ability to Cold Call

42:12 Helping Clients with Budgeting and Insurance

44:56 Consumerism and Branding

49:02 The Importance of Doing Numbers

52:14 The Influence of Others

52:52 Reflection on Life and Work

Podcast guest Jason Lloyd: https://vegalend.co.nz/jason-lloyd

Chapters

00:00 The Journey into Automotive Training

03:31 Role Play: A Tool for Sales Training

06:30 Understanding Client Needs in Sales

09:33 Navigating Objections in Sales

12:15 The Importance of Empathy in Sales

15:13 Identifying Customer Personalities

18:29 Health vs. Income Protection: A Balancing Act

21:18 Real-Life Impacts of Insurance

24:36 Overcoming Trust Issues in Insurance

27:13 The Role of Advisors in Client Education

30:40 Debunking Myths in the Insurance Industry

33:13 The Value of Regular Reviews

35:34 Personal Stories that Shape Beliefs

36:04 The Importance of Product Knowledge

39:07 Understanding Policy Wording and Changes

Podcast Guest Adam Sutcliffe: https://www.arkfg.co.nz/specialists/adam-sutcliffe/

Chapters

00:00 Introduction and Background

01:25 Building Relationships and Finding Sparks

07:38 Managing Unruly Students and Creating a Conducive Environment

13:33 Streamlining the Curriculum

18:27 Goal-Oriented Mindset

22:30 Setting and Achieving Goals

24:32 The Power of Personal Growth

26:24 The Need for Financial Education

29:43 Making Financial Conversations Open and Normal

33:16 Helping People Face the Realities of Life

38:32 Building Trust in the Insurance Industry