NZ Business Owners Ryan J Melton

Podcast guest Tim Fairbrother: https://rivalwealth.co.nz/financial-advice-provider-rival-wealth-2/



Chapters



00:00 Farming Background and Family History

04:33 Lessons from Parents and Upbringing

08:38 Leadership, Positive Reinforcement, and Communication

14:15 Creating a Flexible Work Environment

23:33 Planning for Growth and the Future

25:29 Building Relationships and Personal Conversations in Financial Advisory

27:41 The Role of a Financial Advisor as a Life Coach

30:10 The Value of Feedback and Continuous Improvement

33:22 The Challenge of Relinquishing Control as a Business Owner

36:02 Determining Good Service through Client Surveys

46:39 Embracing Technology and Artificial Intelligence in Financial Advisory

48:34 Setting and Upholding High Standards

Podcast guest: https://theinsuranceguy.nz/



Chapters

00:00 Sleep Deprivation and Baby Sleep Strategies

02:40 The Secret Club of Parenthood

03:19 The Significance of Children's Birthdays

04:47 Debating Burt and Ernie's Sleeping Arrangements

05:48 The Role of Technology in Parenting

13:28 AI and Administrative Tasks

31:19 The Magic of Doing the Work

32:41 Streamlining Content Creation with Video Editing

33:41 Offloading Tasks and Focusing on Proficiency

34:48 Overcoming the Fear of Failure

49:34 Marketing Intent: Attracting the Right Audience

53:05 Building Trust through Consistent Messaging

Podcast guest Wayne Head: https://stratusnz.nz/



Chapters

00:00 Interest in Learning and Improving as an Advisor

02:35 Understanding Individual Client Needs

07:18 Designing an Ideal Financial Advisory Business

08:20 Helping People and Making a Difference

10:29 Fundamentals of a Successful Financial Life

11:38 Money Management and Behavioral Issues

14:57 Choices and Decision-Making with Money

17:02 Saving and Investing for the Future

17:43 Understanding Risk and Return in Investments

26:41 The Value of Financial Education

28:08 The Importance of Budgeting

30:40 Providing Hope and Practical Financial Skills

32:00 Understanding Spending Patterns

34:47 The Dangers of Gambling and Impulsive Spending

37:50 Using Incentives for Health Improvement

40:43 The Aging Population and Financial Support

42:48 The Role of Politics in Distribution of Assets

43:31 The Challenges of Budgeting and Health

44:45 The Benefits of Walking and Personal Goals

47:01 Lessons Learned from Walking

Guest Sue Aitken: https://sjamortgages.co.nz/



Chapters

00:00 Creating Distance and Setting Boundaries

04:09 Celebrating Successes and Solving Problems

07:04 The Importance of Compassion and Understanding

10:10 Learning from Personal Experiences

12:13 Setting Boundaries and Managing Expectations

15:20 Trusting the Gut Feeling

22:37 Managing Expectations and Delegating Tasks

24:21 Being Selective in Helping Others

26:19 Setting Boundaries and Valuing Yourself

30:45 Navigating Self-Worth and Charging for Services

33:02 Training Referrers and Setting Expectations

34:47 Defining the Quality of Opportunities

39:28 Understanding Clients' Goals and Dreams

44:53 Selling a Sense of Financial Security

48:49 Helping Clients Sleep at Night

52:05 Building Personal Connections with Clients

Kody Thompson: https://www.wrkpod.com/

Chapters



00:00 Introduction and Farm Life

03:06 Experiences with Animals and Death

04:25 Introducing Kids to Death

05:06 The Psychology of Crying Babies

06:09 Manipulative Behavior of Children

07:17 Loving a Child Despite Annoyances

09:10 Upbringing and Divorce

10:33 Perceiving Trauma and Moving On

11:29 The Influence of Past Experiences

13:59 Balancing Past and Future Focus

15:14 Awareness of Past for Present Understanding

17:18 Preparing for Marriage

21:52 Navigating Sexuality in Christian Relationships

22:09 Approaching Relationships and Sex

24:07 The Benefits of Waiting

25:19 Leadership and Accountability

27:58 The Liberating Power of Faith

28:37 Balancing Accountability and Feedback

31:28 Transparency and Emotional Stress

33:09 Dissociation and Prioritization

36:11 Sharing Emotions in Personal and Professional Relationships

40:49 Inspiring Others with a Clear Vision

46:04 Finding Purpose in Helping Others

Andrew Lavulavu: https://homeownership.org.nz/

Chapters



00:00 Efficient Business with AI

01:53 Philosophical Question on AI Consciousness

04:25 Human Connection and Value in AI

06:14 The Value of Personalization and Human Touch

09:07 The Cost and Value of AI Relationships

09:53 Adapting to Life Events and Empathy in Advice

11:23 The Evolution of Business Models

12:25 The Role of Humans in Driving AI

13:14 Efficiency and Scale in Business

14:32 The Shift to Remote Work and Efficiency

15:23 Incorporating AI in Customer Service

16:36 The Benefits of Remote Workers

19:20 The Rewards of Hiring Remote Workers

20:56 The Challenges and Opportunities of Remote Workers

23:03 Changing Lives Through Remote Work

24:00 Starting a Business in Financial Services

25:29 Success in Sales and Financial Services

25:42 Early Sales Career and Financial Advisory Business

27:10 Working in IT and Property Investing

30:34 Starting the Home Managership Pathway

31:54 Opening Hop Cafe

38:12 Running a Cafe and Creating Loyalty

45:19 Creating Connection and Quality in the Cafe Business

46:55 The Importance of Coffee in Business Meetings

48:04 Becoming an Entrepreneur and Creating Employment