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KAN Podcast
Kiwi Adviser Network
50 episodes
5 days ago
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.
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All content for KAN Podcast is the property of Kiwi Adviser Network and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Entrepreneurship
Business
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50 - Building a Sellable Advice Business with Simon Rolland
KAN Podcast
1 hour 16 minutes 39 seconds
2 weeks ago
50 - Building a Sellable Advice Business with Simon Rolland

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 about being business owners
  • Finding the balance between growth and profitability
  • The playbook behind Aurora’s 22x exit
  • How to value and fund advice books without using your house as security
  • Smart deal structures including vendor finance, earn-outs, and transition plans
  • The traits of advice firms that will still be thriving in 10 years' time


If you’re serious about building a profitable, structured, and sellable advice business, this episode is for you.


👉 Subscribe for more conversations with the people shaping New Zealand’s financial advice industry.

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.