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From bouncing at bars to building a client base of thousands, Alan Borthwick shares how he went from zero industry experience to founding Dux Financial with his business partner. Alan also discusses why he believes the future of advice lies in long-term thinking, not short-term transactions. ➤ Why…
How does a self-described introvert go from a bank employee with no clients to one of New Zealand’s top-tier, award-winning financial advisers in just five years? In this episode, Warwick sits down with Sanjeev Jangra from Loan Market Manukau to break down the exact blueprint that allowed him to s…
In this episode of the KAN Podcast, we sit down with Simon Rolland, multi-exit founder, investor, and former CEO of Aurora Financial, to talk about how advisers can turn great advice into great businesses. We cover: How to design a sellable advice business from day one What advisers get wrong abo…
From building NZ’s largest KiwiSaver book to leading Bizcap in Aotearoa, Camilla Tumai shares what she learnt on the way. ➤ How she went from zero clients to NZ’s biggest KiwiSaver book ➤ What she learnt starting and scaling her own advice business ➤ Transitioning from business owner to leadership…
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