Warwick Walker: Police, Intergenerational Wealth, Investing & Business

NZ Business Owners

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3M ago 45:01

MP3•Episode home

Guest Warwick Walker: https://foxplan.nz/advisers

Takeaways

Being a police officer is both rewarding and stressful, and it teaches valuable life lessons such as the importance of teamwork and the ability to influence and listen to people.
Many people go into policing because they want to make a difference in their community and help others in times of crisis.
Transitioning from a career in policing to financial planning requires following a system and process, investing in education, and building relationships with clients and other professionals.
Referrals are a key aspect of growing a financial planning business, and trust, credibility, and reliability are essential in building client relationships.
Business owners who have accumulated wealth need to navigate the challenges of transitioning out of their businesses and preserving and enhancing their wealth, which requires working with a team of professionals and developing a mindset of saving and investing.

Chapters

00:00 Introduction and First Jobs

03:10 Life as a Policeman

09:46 Challenges and Changes in Policing

14:08 Transition to Financial Planning

16:09 Following a System and Process

27:31 The Importance of Professional Partnerships

33:28 Helping Business Owners Transition

41:21 Balancing Wealth and Family

44:59 The Importance of Saving and Investing

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