KAN Podcast

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 product advice alone fails, and what advisers must do instead➤ The power of looking after “small” clients, and how they become your best referrals➤ How Dux Financial operates with no sales targets, no lock-in contracts, and still grows➤ What most advisers can learn about client retention and staff agreements➤ How offering workplace financial counselling opened a new business channelIdeal for mortgage advisers, insurance specialists, and financial planners who want to build trust, run ethical businesses, and future-proof their advice in an evolving NZ industry.

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 within a lender➤ How Bizcap is shaking up business lending in NZ➤ Lessons advisers can apply in their own practicePerfect for advisers looking to grow their book, expand into SME lending, and learn from someone who has done it all.

How do you actually write 300K API as an insurance adviser without grinding 80 hours a week?Sam Kodi’s done it, and in this episode, he shares exactly how he built a scalable system that lets him double his business while working fewer hours.We dive into how Sam restructured his back office, the mindset shifts that freed him from admin overload, and the tools and processes that keep his pipeline moving.If you’re an adviser who wants to grow sustainably, avoid burnout, and unlock more time for clients (and yourself), this one’s for you.

How do you actually write $100 million in lending as a mortgage adviser?Simon McDonald’s done it, and in this episode, he breaks down exactly how.We chat about the habits, planning, and lead flow that helped him hit huge numbers, plus what it takes to scale from good to elite. If you’re an adviser aiming to grow fast and sustainably, this one’s for you.

In this episode, we catch up with Peter Norris, Managing Director at Opes Mortgages and one of NZ’s top mortgage advisers.It’s a relaxed chat about how he got into the industry, the lessons he’s learned working at some of the biggest firms in the country, and why doing right by people, even when there’s no immediate payoff, has been key to his success.Peter’s not big on hype, but he’s played a huge role in the growth of Opes Mortgages. He talks about the ups and downs of running his own business, building trust, and how referrals come when you focus on helping, not just selling.🗣 What we get into:-Peter’s path through the mortgage world-Why helping people (even when you don’t get paid) still pays off-Building a business with values at the core-Lessons for advisers wanting to grow without losing who they are-Gamifying the administrative process If you're in the game, or just want to hear from someone who's built a solid reputation by doing the right thing, his one’s worth a listen.

The Kiwi Adviser Network has seen significant growth since its launch in 2021. Chuck Slogrove is the co-founder of KAN with his business partner, Ben Krebs, and this podcast is the first time he's given a detailed insight into the business' rapid growth.

Many advisers and business owners focus their time and attention on a specific niche. Gus from Spring Loans has directed his focus towards business lending. In this chat, Gus and I discuss strategy, his business journey and winning Commercial Adviser of the year in 2024.

We have a special guest for this week's episode of the KAN Podcast. April Hastilow joins us from Opes Mortgages. April has consistently been on the top mortgage adviser list and was named again for 2024. This time in 12th place! We discuss her journey from working in media to joining the bank and eventually becoming a mortgage adviser. The company she works with is Opes Mortgages. They are incredible operators and April gives insight into how they've become a content machine and one of our industry's top businesses.

Blandon Leung is a director and mortgage adviser at MortgageHQ. In this podcast, we discuss the approach to marketing and advice that has helped MHQ grow to one of the industry's juggernauts.

A typical journey for a financial adviser in New Zealand is the pathway from a provider, working under a larger brand, and finally starting your own business. Jay Diesh did exactly that when he started Dash Financial Services. He's a wonderful guest and this is a great episode for anyone on that journey.

Daniel Lipman spent his 21st Birthday doing something not many 21-year-olds would even consider; sitting his level 5 papers to become a financial adviser. Fast forward to now and Daniel has achieved a lot for such a young lad. He's been consistently recognised as one of NZ's top mortgage advisers and now he's started his own business. With the help of his business partners, they're laying the foundations to build something great.

In today's episode, we have a chat with Nathan Miglani from NZ Mortgages. Nathan has consistently ranked as a top adviser, and in our kōrero, we explore the insights behind his impressive business growth. What's incredible about Nathan Miglani is not only his recognition as a top adviser but also his successful creation of a solid team and the establishment of a new brand in our industry. If you're keen to listen, you can check out the episode on Spotify or Apple Podcasts through the following links: Spotify: https://open.spotify.com/show/3XdoTWRV0sCmRkejh7mmJd?si=e20e3e8dfde745b1 Apple Podcasts: https://podcasts.apple.com/au/podcast/kan-podcast/id1627339954