45 min
Warwick Walker: Police, Intergenerational Wealth, Investing & Business NZ Business Owners
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- Entrepreneurship
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
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
45 min