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
