James (Host - Lighthouse Financial Advisor)

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2,966 appearances 15 recordings 1 series first heard Jul 2026 last heard 20 Aug

James (Host - Lighthouse Financial Advisor)’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 15 in all, peaking in Aug 2026 with 9.

Appearances

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Cheques and Balances · 1 Million Downloads Special: Our Personal Wealth Journey Part 2 · 18 Aug 2026 podcast

And um it is like super interesting lesson around like when you've got like highly engaged people who think they're gonna be here for a long time. voice-verified

If you don't manage those situations right, how quickly they can like disengage and go like that's cool, I'm I'm gonna take my talents to another team. voice-verified

I didn't know. voice-verified

Yeah. voice-verified

Um uh so I looked at other jobs in the bank at that point. voice-verified

Um voice-verified

I looked at jobs in like, I don't know, you know, you sit on the beanbag and talk about change and that sort of thing. voice-verified

Um I looked at becoming a bank manager down in Queenstown, believe it. voice-verified

Really? voice-verified

Yeah. voice-verified

Um Hannah was very keen on that 'cause she would be close to her family in Ember Cargill. voice-verified

Wild. voice-verified

A bank voice-verified

Back, no way, man, absolutely not. voice-verified

And then there was a couple of um, and this was also during now like proper lockdown. voice-verified

So like all businesses didn't know not know what was gonna happen. voice-verified

Um, and we're definitely not hiring at that point. voice-verified

But I managed to find like a couple of like smaller wealth businesses that were talking about giving me equity and those sort of things. voice-verified

And then I spoke to um this recruiter who was like, Um, hey, um, there's this guy who's got an accounting business. voice-verified

And his cousin's a mortgage broker, but he's got this like vision of like a full service um financial services firm. voice-verified

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