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

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.➤ Why product advice alone fails, and what advisers must do instead➤ The power of looking after “small” clients, and how they become your best referrals➤ How Dux Financial operates with no sales targets, no lock-in contracts, and still grows➤ What most advisers can learn about client retention and staff agreements➤ How offering workplace financial counselling opened a new business channelIdeal for mortgage advisers, insurance specialists, and financial planners who want to build trust, run ethical businesses, and future-proof their advice in an evolving NZ industry.