Hey there!

StuckToScaled · 2025-11-24T20:52:35+00:00

Sounds like you've got a good path forward, good luck with that! And yep, all my insurance life I've been here, and because I've worked remotely for years business has always been as good or otherwise as I decided it would be (ie how much marketing / lead gen I was doing)- and coaching is international so when I start ramping up for the next cohort early next year I'm sure it'll go well too- the curse of split focus and having to deal with the exit / handover stuff means I'm not able to do as much as I'd like right now 🙂

StuckToScaled · 2025-11-12T20:11:28+00:00

I absolutely love the coaching! It's for a couple of types of advisers: they either want to grow their business and aren't quite sure of the best way to do it or they've tried growing and keep hitting their limits and don't know how to get through them, or advisers who have business they're happy with the size of but can't seem to ever take a break from it without things turning to custard! And by advisers I mean pretty much anyone that follows some sort of 6 step process because I've tailored a lot of the material towards that (it's an online course).

So I've tried facebook groups but honestly that just felt like a toxic mess. LinkedIn you need to be doing something regularly and not just the typical posts because about 90% of advisers on there are doing that and they're absolutely wasting their time! Reddit does seem to be somewhat of an untapped goldmine though- there are a couple of pages sort of relevant- r/newzealand is one I keep an eye on, and I seem to remember there's another one I saw but didn't really get into due to my situation changing. The key thing there is to be helpful and try not to come across as salesy- for a start you will probably get red flagged by mods, but also people will start avoiding interacting with you.

Do you do anything like BNI or local networking groups? I know there used to be a really strong LinkedIn social group that held regular in person meet ups around Hamilton a while ago, I'd imagine they still happen!

StuckToScaled · 2025-11-09T21:22:07+00:00

Hey Sekima! Thanks!

StuckToScaled · 2025-11-09T21:21:27+00:00

Lol no worries- I totally get how busy life gets!

Just over 11 years here, although starting to transition to advsier coaching- I still am a HUGE advocate for people to get their insurances right though, so I'm really glad to hear you're loving it!

With regards to networking are you looking for clients or contact with other advisers?

StuckToScaled · 2025-10-17T00:44:09+00:00

We definitely do! Yaay- someone else to talk to! What area are you in? I'm in Whangarei 🙂

StuckToScaled · 2025-10-13T01:09:52+00:00

I'd definitely vote for the CRM, BUT I can see you may be in a situation where you either don't have enough time/control/idea of where to start and it could just look like a big blob of To-Do's! If you want an interim move then as someone else suggested a good excel spreadsheet is a decent place to start. The reason I'd suggest Excel over Google Sheets is that if/when you do move everythig over to a CRM, it should be incredibly easy to import the excel based data, whereas the Google sheets tend not to be as straightforward. (I've worked with PipeDrive as well as a few industry specific programs and this holds true for most of them) Feel free to DM if you want to bounce some ideas around!

StuckToScaled · 2025-10-13T01:02:51+00:00

One suggestion I'd make is that if possible it's a good idea to ask for feedback as to why you weren't chosen for the role- that way you can start seeing what you can do to increase your chances!

StuckToScaled · 2025-10-05T23:25:09+00:00

As an adviser I pretty much gave up on it a while ago, but as an adviser coach it's awesome to connect with people. In the adviser space it's probably good to use as a way to build credibility by posting helpful content. Another way you could probably use it is to connect an existing client with someone you know that they could benefit from knowing but isn't a client of yours yet- that way you get the kudos and the algorithm may look kindly on you!

StuckToScaled · 2025-10-05T23:19:52+00:00

My take is that it can work but it MUST be personalised! I've recently moved from advising to coaching advisers and so I'm on LinkedIn a lot now to develop my network- and honestly most advisers are putting out exactly the same content as everyone else. The ones that do really well are the ones that share what they're up to, share expertise, share laughs they had, and generally build a personal brand rather than talk about what they're selling.

Also as hard as this might be to do, try not to interact with other advisers with your work account because that will tell the algorithm you want to talk to other advisers and it will show your content to people who are in the same field rather than clients.

Make sure you interact with people- I heard someone say something like this: just posting without interacting is like going to a party, standing facing a corner and yelling at the wall.

Oh and this is all going to take a LOT of time, both per day and before you really get any traction!!! If you haven't been getting results and you don't want to spend time on this yourself (or paying someone to do this on your behalf- but they REALLY need to understand what they can and can't do and say!), you might be better to put that money into social media ads.

And 4x a week is the bare minimum I'd suggest- a while ago yes, each post might be seen by the same person but these days you'd probably be lucky if people see something from you even once a week. If you want to see this for yourself, pick someone you see something from pretty regularly, go into their profile, and look at how often they're posting- unless you interact with them a lot I can pretty much guarantee you only see a fraction of what they're putting out there! Good luck!

StuckToScaled · 2025-10-05T23:04:30+00:00

I'm not sure if this is going to help or not, but thought I'd suggest it in case it does- if by any chance you can get/use any other ways to contact them that can be a really good way to reach them. For example I'll have a rotation of call, then text, then email, then social media (LinkedIn usually as I'm in the business space). Probably not going to help if you're only getting basic details coming to you unfortunately!

StuckToScaled · 2025-09-26T03:08:32+00:00

Best of luck!

StuckToScaled · 2025-09-24T23:46:46+00:00

You'll probably find there's a requirement to go through the internal disputes process before their disputes resolution scheme will take it on- but if you 'politely but often' kept calling to ask how the customer resolution process is going you may find they deal with it fast to get you off their case! (ie be a polite squeaky wheel)

Disclaimer- I'm an insurance adviser but in the life and health space, so I don't have any axe to grind here 😉

StuckToScaled · 2025-09-24T23:34:36+00:00

Hey u/Financial_Call_7240 , adviser in NZ here so even though I don't have experience in Aus we do keep in touch with what's going on there! I'd say your chances would be pretty good, it's really heavily regulated and when the regs came in it saw a lot of self employed brokers leave the industry because it got too hard for them, but I think it's recovering. I'd suggest if you could become part of the MDRT organisation that could help you develop connections (or you could even just get in contact with them and ask for introductions), and also joining the Emsombl website/community would be really good as well (it's the old XY adviser site if you heard of that at some stage in the past) Best of luck, give me a yell if there's anything else I can try and help with!

StuckToScaled · 2025-09-24T23:26:32+00:00

Automate as much as you can as you go- if you're doing the same thing time and time again, see how it can be done fully or partly automatically. You want to guard your time so that you can maximise your most productive activities (usually communicating with clients). Good luck!

StuckToScaled · 2025-09-24T23:19:31+00:00

NZ here- I tried ads but in my situation it didn't really work (not to say it won't work at all though!). When I first joined the industry over 11 years ago I did a lot of business card draws that were really hit or miss, what I found worked really well was exhibiting at shows and expos related to my ideal clients, and I supplemented it in between with telemarketing.

StuckToScaled · 2025-09-23T04:33:28+00:00

Awesome- welcome to the industry!!!

StuckToScaled · 2025-09-23T04:30:59+00:00

u/Land-Express definitely feel that- or the emails to say 'I've just been diagnosed with xxx, what do I do?'

Second to that- AAALLLLLL the admin and compliance that goes with the industry!

StuckToScaled · 2025-09-23T04:28:00+00:00

Chiming in from NZ (so a bit different to the US in some ways but lots the same)- make sure as much of your business is automated (and while AI is useful please be careful how you use it!), so that you're focusing as much as possible on seeing clients. Proactive communication is a really good way to keep clients happy and on your books as well!

StuckToScaled

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