46 min
Martin Robinson: Camaraderie, Surf Life Saving, Passion & Personal Growth NZ Business Owners
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- Entrepreneurship
Guest Martin Robinson: https://sharenz.com/advisers/martin-robinson/
Takeaways
Defining success: Martin defines success as having the time, money, and health to attend any sporting or cultural event.
Financial planning: Martin humorously defines good financial planning as when your payment to the undertaker bounces.
Lessons from surf life saving: Martin emphasizes the value of meeting new people, learning from mentors, and staying physically active.
Finding joy in passions: Martin's love for football and surf life saving has brought him joy and lifelong connections.
Learning from experiences: Martin shares stories from his career in finance, highlighting the importance of perseverance and adaptability. Computerization revolutionized the mortgage industry, making it easier to track and manage mortgages.
Commission rates for mortgages in the late 1980s were high, with advisors earning a significant amount per mortgage.
Diversification is crucial in the mortgage industry to mitigate risks and avoid relying on a single client or industry.
Building relationships with real estate companies can be an effective way to find prospects and convert them into clients.
The formation of Apex Financial and its transformation into Share demonstrates the power of collaboration and camaraderie in the financial advisory industry.
Chapters
00:00 Definition of 'having made it'
03:29 The significance of football in Martin's life
04:51 The definition of good financial planning
06:33 Martin's experience in debt collecting
09:06 The role of surf life saving in Martin's life
11:28 Working at General Finance and IFC
13:33 Working in factoring and financing invoices
15:55 Working at General Finance and Olly Newland's company
19:44 Martin's achievements in surf life saving
20:46 Staying agile and competing in surf life saving at an older age
21:38 Building relationships in the mortgage advisory business
24:00 Starting a mortgage advisory business and dealing with challenges
24:29 Early Days of Mortgage Brokering
26:56 Approach to Getting Mortgages Across the Line
30:08 Formation of Apex Financial
38:03 Formation of Share
42:37 Size and Success of Share
43:33 Factors Contributing to Success
45:27 Passion for Sports and Cultural Events
Guest Martin Robinson: https://sharenz.com/advisers/martin-robinson/
Takeaways
Defining success: Martin defines success as having the time, money, and health to attend any sporting or cultural event.
Financial planning: Martin humorously defines good financial planning as when your payment to the undertaker bounces.
Lessons from surf life saving: Martin emphasizes the value of meeting new people, learning from mentors, and staying physically active.
Finding joy in passions: Martin's love for football and surf life saving has brought him joy and lifelong connections.
Learning from experiences: Martin shares stories from his career in finance, highlighting the importance of perseverance and adaptability. Computerization revolutionized the mortgage industry, making it easier to track and manage mortgages.
Commission rates for mortgages in the late 1980s were high, with advisors earning a significant amount per mortgage.
Diversification is crucial in the mortgage industry to mitigate risks and avoid relying on a single client or industry.
Building relationships with real estate companies can be an effective way to find prospects and convert them into clients.
The formation of Apex Financial and its transformation into Share demonstrates the power of collaboration and camaraderie in the financial advisory industry.
Chapters
00:00 Definition of 'having made it'
03:29 The significance of football in Martin's life
04:51 The definition of good financial planning
06:33 Martin's experience in debt collecting
09:06 The role of surf life saving in Martin's life
11:28 Working at General Finance and IFC
13:33 Working in factoring and financing invoices
15:55 Working at General Finance and Olly Newland's company
19:44 Martin's achievements in surf life saving
20:46 Staying agile and competing in surf life saving at an older age
21:38 Building relationships in the mortgage advisory business
24:00 Starting a mortgage advisory business and dealing with challenges
24:29 Early Days of Mortgage Brokering
26:56 Approach to Getting Mortgages Across the Line
30:08 Formation of Apex Financial
38:03 Formation of Share
42:37 Size and Success of Share
43:33 Factors Contributing to Success
45:27 Passion for Sports and Cultural Events
46 min