Podcast guest Anita Ferris: https://www.parachute-insurance.co.nz/ Chapters 00:00 Introduction and Anita's Background 00:32 Swiss Banking and Neutrality 06:53 Anita's Travels in China 16:19 Anita's Leadership Style 24:07 Incentivizing and Appreciating the Right Behaviors 25:21 Hiring for Attitude and Passion 26:55 The Importance of Information and Decision-Making in the Sales Process 28:43 Building Rapport with Personal Stories 35:26 Training and Development for Success and Retention 50:34 Fostering a Positive Team Culture

Podcast guest Anthea Livingstone
Chapters
00:00 Starting and Running Party Plan Businesses 06:42 The Transferable Skills of Motherhood 15:53 Challenges in the Share Market 23:46 Navigating Financial Crises and Risk Management 25:38 Lessons Learned from a Failed Business Partnership 30:47 Building Relationships and Using Storytelling in Insurance Sales 33:26 The Importance of Understanding Insurance Policies

Podcast guest Kimberley Stevenson: https://www.storygroup.co.nz/
Chapters
00:00 Building a Supportive Team 02:30 Delegation and Trust 08:38 Balancing Work and Family 13:40 Organic Referrals 29:19 Mastering Phone Calls and Prioritization 30:16 The Importance of Admin Time 34:42 Speed to Response in Customer Service 37:45 Keeping Clients Informed During the Claims Process 46:37 Personalizing the Onboarding Process

Podcast guest Racquel Sheath: https://www.efsnz.co.nz/
Chapters
00:00 Introduction and the Role of Group Messaging and Videos 02:13 Increasing Show-Up Rates and the Importance of Speed to Context 07:03 Reaching Out to Existing Clients and Effective Communication 10:04 Providing Value Beyond Insurance and Balancing Upselling 21:45 Building Trust and Enhancing Client Engagement 23:31 Understanding and Believing in Recommended Products 24:31 Managing Expectations in Financial Advising 26:52 The Dedication and Drive of Elite Athletes 30:13 Transitioning from a Career or Identity 35:55 Prioritizing Personal Happiness and Fulfillment

Podcast guest Jason Shortt: https://www.yourinsuranceadviser.co.nz/
Chapters
00:00 Transitioning from Personal Training to Insurance: A Journey of Change 03:20 Client Retention and Sales Strategies in Personal Training 05:15 The Role of Diet and Lifestyle in Fitness and Health 29:36 Effective Sales Strategies and Customer Engagement 35:06 Challenges of Selling Insurance 46:08 The Importance of Financial Education and Transparency in Financial Advice

Podcast Guest Julia Vahry: vahry.co.nz Chapters
00:00 The Art of Acting and Self-Discovery 04:23 Exploring Human Behavior and Confronting Good and Evil 07:28 Maintaining Humanity in the Face of Evil 27:02 Navigating Challenges in Mental Health Services and Community Safety 29:10 Challenges in the Criminal Justice System 31:45 The Importance of Empathy in Addressing Societal Issues 44:49 Pursuing Dreams and Aspirations

Podcast guest Craig Kura: https://totallife.co.nz/
Chapters
00:00 Accidental Panel Beating: A Start to Life 03:31 Transition to Sales: From Panel Beating to Used Car Sales 07:15 Insights into Car Sales: The Art of Selling Cars 11:03 Role in Automotive Industry: General Manager and Dealer Principal 15:28 Facilitating Relationships in Financial Advisory: Joint Appointments and Client Relationships 26:16 The Art of Advisor Recruitment and Training 28:07 Balancing Scale and Client Engagement 32:06 The Challenge of Trust and Delegation in Business Growth

Podcast guest Dominic Bish: https://bolsterriskmanagement.com/
Chapters
00:00 The Decision to Pivot: Embracing New Opportunities 03:28 The Power of Patience, Persistence, and Flexibility in Entrepreneurship 08:16 Meditation: Enhancing Focus and Decision-Making 12:44 Embracing Challenges for Personal Growth and Success 26:16 The Importance of the Journey and Rewarding Input 28:36 Creating a Business Plan and Setting Goals 34:28 Implementing Risk Management Strategies 38:56 Understanding the Value of Your Business 44:44 Planning for Retirement 53:29 Delivering Value Quickly

Podcast guest Raj Harike: https://nzsure.co.nz/

Podcast guest Andrew Ball: https://easeinsurance.co.nz/ Chapters 00:00 Starting a Business and the Challenges Faced 06:10 Lessons Learned from a Failed Franchise Experience 13:44 The Emotional Drivers of Insurance Purchases 21:37 Viewing Insurance as an Investment in Financial Protection 25:03 Building Relationships and Staying Top of Mind with Clients