tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Tuesday, September 22nd, 6:37PM

Insurance

rss
Latest Headlines

Award winner puts theory into practice

Despite spending many years working as a business development manager, Jon-Paul Hale says there were still things that surprised him when he jumped the fence to become a financial adviser.

Wednesday, June 17th 2015, 6:00AM

by Susan Edmunds

He was named Insurance New Adviser of the Year at last week’s National Advisers Conference Gala Dinner.

Hale has been an adviser since 2012, when he made the switch from a role as business development manager at Newpark.

Previously he had worked for RentSmart and New Zealand Home Loans.

Hale now offers risk advice through Willowgrove Consulting.

“I circled around it for five years, it was more a case of I avoided making the leap for five years, working as a BDM. It seemed to be the next step, rather than teaching advisers how to do their stuff, to actually go and do it.”

Hale said he chose not to buy an existing client base and instead set about building a business from scratch.  Progress had been gradual but solid, he said.

He had spent years helping other advisers navigate a business start-up but still found it surprising how difficult it was to avoid some of the common pitfalls, even those he knew were coming, he said.

“Unexpected things like clients doing things where you thought you had a good relationship, an understanding, and they back out. You think how did that happen? Sometimes you’ve got to learn you don’t always get an answer and you just move on and carry on building.”

He said he was in the process of looking for premises for his business as he had expanded to the level where support staff were needed.

Tags: financial advisers health insurance Life insurance

« Partners collects another accoladeFormer broker to face jury »

Special Offers

Comments from our readers

No comments yet

Sign In to add your comment

 

print

Printable version  

print

Email to a friend
Insurance Briefs

AIA reveals grant winners
AIA has revealed the financial advisers and advice businesses that will be given financial backing for their community initiatives.

Insurer nib backs Ronald McDonald House with $20k investment
Health insurer nib New Zealand and its nib foundation have lent support to Ronald McDonald House Charities.

Less stressed during lockdown
New Zealander’s health and wellbeing had surprising benefits from the Covid-19 lockdown.

Southern Cross supports new safe haven for at-risk pets
Southern Cross Pet Insurance has teamed up with Pet Refuge to provide temporary shelter for animals affected by family violence.

News Bites
Latest Comments
  • Time is running out for 2000 unregistered advisers
    “I suspect there will be some advisers who have assumed they will be welcomed by FAPS with open arms, only to be disappointed...”
    10 hours ago by John Milner
  • FSC offers info hub for advisers
    “lol....I wouldn't say I've only just noticed Murray. More a matter of eventually wondering "am I the only one who thinks...”
    12 hours ago by Tony Vidler
  • FSC offers info hub for advisers
    “@Tony Have you only just noticed FSC's push to take over and control adviserland? IMHO it's been increasingly happening...”
    1 day ago by Murray Weatherston
  • FMA details Covid-19 response
    “So my immdeiate question here, is how is this different to the earlier article from G Boyes. An adviser didn't classify the...”
    5 days ago by smitty
  • FSC offers info hub for advisers
    “I admire Richard and the work he has done since taking on the FSC role, however I am confused by this increasing noise by...”
    5 days ago by Tony Vidler
Subscribe Now

Cover Notes - Specific news aimed at risk advisers

Previous News
Most Commented On
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com
x