KAN Podcast

The Kiwi Adviser Network is focused on providing valuable content to New Zealand's financial advisers. Helping improve and grow their businesses. Our guests are the top advisers and personalities in our industry.

KAN Podcast is a business podcast hosted by Unknown Host, with 58 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts KAN Podcast, a business show with 58 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Episode #58

  58 - Chasing NZ's First Advice IPO

  Jul 30, 202639 min

  How does a napkin-scrawled business plan at the pub become one of New Zealand's fastest-growing multi-product advice firms with IPO ambitions in just over four years?In this episode, Warwick sits down with Lucas Young, co-founder of Invicta, to break down the playbook behind scaling to 20+ staff across three cities and where he is planning to take the business next.Lucas pulls back the curtain on the 48-hour advice turnaround Invicta is chasing, why they hire ex-athletes and ex-real estate agents over experienced advisers, the LinkedIn discipline that turned into a recruitment pipeline, and the shareholder buy-in model built so managers cash out alongside the founders. He also talks about the move from Hong Kong to a Christchurch boarding school at 13 with no English, and the drive that has fuelled everything since.

  ListenShow Notes
• 

  Episode #57

  57 - What Your Advice Business Is Actually Worth in Today's Market

  Jul 14, 202654 minS1

  How do you actually work out what an advice business is worth in a market where buyers are lining up but every firm gets valued completely differently? In this episode, Warwick sits down with Simon Rolland, CEO of Zurix, for his return to the KAN Podcast to break down what really moves the needle on an advice business valuation. Simon pulls back the curtain on the line between selling a book and selling a business, why the percentage of revenue tied to the principal adviser makes or breaks the multiple, how mortgage, KiwiSaver and insurance books each trade at very different numbers right now, and where the market is heading as retiring advisers with mature books meet younger advisers ready to buy. You can check out Zurix's website and business appraisal tool at zurix.co.nz . The tool is a lighter alternative to a full valuation and gives advisers a ballpark of where their business sits in today's market.

  ListenShow Notes
• 

  KAN Podcast

  56 - What It Takes To Launch an Insurer in NZ

  Jul 7, 202655 min

  What does it take to bring a global insurance model into a market as small, tight and adviser-led as New Zealand's? In this episode, Warwick sits down with Len Elikhis, Chief Operating and Financial Officer of PPS New Zealand, to break down what the launch has actually involved and what it's taught him about how different our advice industry is from the rest of the world. Len pulls back the curtain on the mutual model that returns profits to members instead of shareholders, why NZ advisers still have the flexibility Australian advisers lost, the story behind severity-based trauma taking off here when it flopped across the Tasman, and where he sees retirement, income protection and health insurance heading as the worker-to-retiree ratio keeps shrinking.

  ListenShow Notes
• 

  Episode #54

  54 - Scaling to $100M+: The Exact Strategy Used to Triple Advice Volume

  Apr 14, 202625 minS1

  <p>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?</p><p><br /></p><p>In this episode, Warwick sits down with Sanjeev Jangra from Loan Market Manukau to break down the exact blueprint that allowed him to scale his business rapidly. </p><p><br /></p><p>Sanjeev pulls back the curtain on the challenges of running an advice business and explains why many advisers hit a ceiling by trying to do it all themselves.</p>

  ListenShow Notes
• 

  Episode #53

  53 - How To Become A Fee-For-Service Adviser with Alan Borthwick

  Mar 29, 202627 minS1

  <p>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.</p><p><br></p><p>➤ Why product advice alone fails, and what advisers must do instead</p><p>➤ The power of looking after “small” clients, and how they become your best referrals</p><p>➤ How Dux Financial operates with no sales targets, no lock-in contracts, and still grows</p><p>➤ What most advisers can learn ab...

  ListenShow Notes

Recent guests on KAN Podcast. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.