EP 562 - From 0 to 4,750 Clients in 4 Years: How John Built Kauri Wealth

More information on our 90 day business planning program: https://nextadvisory.nz/90-day-business-planning/John Bell went from Fonterra employe to growing Kauri Wealth to 4,750 clients in just four years.While other advisers chase big money, John's focused on putting more wealth into Northland. He's turned down lucrative oporunities to stay true to his mission.We cover the business lessons from going broke to building something meaningful, why he calls every client annually when no one else does, and how passion for community built a national business.Plus his plans to hit 10,000 clients while maintaining the same personal service.Sometimes the best business model is just caring more than everyone else.Find John:Linkedin: https://www.linkedin.com/in/john-bell-b7a698149/Website: https://www.kauriwealth.nz/If you're interested in working together:Visit our website https://nextadvisory.nzLet's connect over a quick call: https://calendly.com/philsmith/ Instagram: https://www.instagram.com/nextadvisory.nz/