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Is New Zealand's Financial Industry Less Secure Than the UK?
Manage episode 408151509 series 3114036
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
475 episodes
Manage episode 408151509 series 3114036
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
475 episodes
All episodes
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