Episodios
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Podcast guest Tim Fairbrother: https://rivalwealth.co.nz/financial-advice-provider-rival-wealth-2/
Chapters
00:00 Farming Background and Family History
04:33 Lessons from Parents and Upbringing
08:38 Leadership, Positive Reinforcement, and Communication
14:15 Creating a Flexible Work Environment
23:33 Planning for Growth and the Future
25:29 Building Relationships and Personal Conversations in Financial Advisory
27:41 The Role of a Financial Advisor as a Life Coach
30:10 The Value of Feedback and Continuous Improvement
33:22 The Challenge of Relinquishing Control as a Business Owner
36:02 Determining Good Service through Client Surveys
46:39 Embracing Technology and Artificial Intelligence in Financial Advisory
48:34 Setting and Upholding High Standards
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Podcast guest: https://theinsuranceguy.nz/
Chapters
00:00 Sleep Deprivation and Baby Sleep Strategies
02:40 The Secret Club of Parenthood
03:19 The Significance of Children's Birthdays
04:47 Debating Burt and Ernie's Sleeping Arrangements
05:48 The Role of Technology in Parenting
13:28 AI and Administrative Tasks
31:19 The Magic of Doing the Work
32:41 Streamlining Content Creation with Video Editing
33:41 Offloading Tasks and Focusing on Proficiency
34:48 Overcoming the Fear of Failure
49:34 Marketing Intent: Attracting the Right Audience
53:05 Building Trust through Consistent Messaging
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Podcast guest Wayne Head: https://stratusnz.nz/
Chapters
00:00 Interest in Learning and Improving as an Advisor
02:35 Understanding Individual Client Needs
07:18 Designing an Ideal Financial Advisory Business
08:20 Helping People and Making a Difference
10:29 Fundamentals of a Successful Financial Life
11:38 Money Management and Behavioral Issues
14:57 Choices and Decision-Making with Money
17:02 Saving and Investing for the Future
17:43 Understanding Risk and Return in Investments
26:41 The Value of Financial Education
28:08 The Importance of Budgeting
30:40 Providing Hope and Practical Financial Skills
32:00 Understanding Spending Patterns
34:47 The Dangers of Gambling and Impulsive Spending
37:50 Using Incentives for Health Improvement
40:43 The Aging Population and Financial Support
42:48 The Role of Politics in Distribution of Assets
43:31 The Challenges of Budgeting and Health
44:45 The Benefits of Walking and Personal Goals
47:01 Lessons Learned from Walking
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Guest Sue Aitken: https://sjamortgages.co.nz/
Chapters
00:00 Creating Distance and Setting Boundaries
04:09 Celebrating Successes and Solving Problems
07:04 The Importance of Compassion and Understanding
10:10 Learning from Personal Experiences
12:13 Setting Boundaries and Managing Expectations
15:20 Trusting the Gut Feeling
22:37 Managing Expectations and Delegating Tasks
24:21 Being Selective in Helping Others
26:19 Setting Boundaries and Valuing Yourself
30:45 Navigating Self-Worth and Charging for Services
33:02 Training Referrers and Setting Expectations
34:47 Defining the Quality of Opportunities
39:28 Understanding Clients' Goals and Dreams
44:53 Selling a Sense of Financial Security
48:49 Helping Clients Sleep at Night
52:05 Building Personal Connections with Clients
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Kody Thompson: https://www.wrkpod.com/
Chapters
00:00 Introduction and Farm Life
03:06 Experiences with Animals and Death
04:25 Introducing Kids to Death
05:06 The Psychology of Crying Babies
06:09 Manipulative Behavior of Children
07:17 Loving a Child Despite Annoyances
09:10 Upbringing and Divorce
10:33 Perceiving Trauma and Moving On
11:29 The Influence of Past Experiences
13:59 Balancing Past and Future Focus
15:14 Awareness of Past for Present Understanding
17:18 Preparing for Marriage
21:52 Navigating Sexuality in Christian Relationships
22:09 Approaching Relationships and Sex
24:07 The Benefits of Waiting
25:19 Leadership and Accountability
27:58 The Liberating Power of Faith
28:37 Balancing Accountability and Feedback
31:28 Transparency and Emotional Stress
33:09 Dissociation and Prioritization
36:11 Sharing Emotions in Personal and Professional Relationships
40:49 Inspiring Others with a Clear Vision
46:04 Finding Purpose in Helping Others
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Andrew Lavulavu: https://homeownership.org.nz/
Chapters
00:00 Efficient Business with AI
01:53 Philosophical Question on AI Consciousness
04:25 Human Connection and Value in AI
06:14 The Value of Personalization and Human Touch
09:07 The Cost and Value of AI Relationships
09:53 Adapting to Life Events and Empathy in Advice
11:23 The Evolution of Business Models
12:25 The Role of Humans in Driving AI
13:14 Efficiency and Scale in Business
14:32 The Shift to Remote Work and Efficiency
15:23 Incorporating AI in Customer Service
16:36 The Benefits of Remote Workers
19:20 The Rewards of Hiring Remote Workers
20:56 The Challenges and Opportunities of Remote Workers
23:03 Changing Lives Through Remote Work
24:00 Starting a Business in Financial Services
25:29 Success in Sales and Financial Services
25:42 Early Sales Career and Financial Advisory Business
27:10 Working in IT and Property Investing
30:34 Starting the Home Managership Pathway
31:54 Opening Hop Cafe
38:12 Running a Cafe and Creating Loyalty
45:19 Creating Connection and Quality in the Cafe Business
46:55 The Importance of Coffee in Business Meetings
48:04 Becoming an Entrepreneur and Creating Employment
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Rose Ross: https://www.mikepero.co.nz/mortgage-broker/tauranga/rose-ross
Chapters
00:00 Introduction and Background
01:48 Traveling and its Impact
05:21 Marriage and Family
06:54 The Rewards and Challenges of Motherhood
09:58 Personal Development through Parenting
12:10 Transitioning into a Career as a Financial Advisor
15:11 Working with a Spouse
22:25 Advice for Young Mothers Returning to Work
24:10 Managing Different Types of Work
25:27 Structuring the Day for Productivity
26:54 Efficiency and Time Management
27:39 Taking Over the Business
28:44 Growing the Business within Time Constraints
30:16 Setting Realistic Goals and Comparing to Yourself
31:24 Leveraged Activities for Business Success
32:21 Process Optimization and Efficient Resource Allocation
33:53 Prospecting and Referral Sources
34:58 Building Strong Relationships with Referral Partners
35:59 Asking for Referrals and Expressing Gratitude
37:44 Overcoming Barriers to Asking for Referrals
40:14 Strategies for Asking for Referrals
44:03 Prioritizing Prospecting and Growing Referral Sources
46:25 Focusing on Client Growth and Satisfaction
47:24 Building Genuine Relationships and Partnerships
48:34 Taking Action and Putting Yourself Out There
48:58 Vision for the Future
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Richard Renfrew: https://www.lyfords.co.nz/
Chapters
00:00 Do fish have consciousness?
00:26 The plight of animals and dissociation
02:52 The downfall of humanity and inherent goodness
05:03 Optimism vs. pessimism
05:19 Creating a smaller bubble
05:50 The fascination with polar bears
06:40 The peaceful nature of harsh animals
09:08 Differences in power and relationships
10:29 Equitable relationships and agreements
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Podcast guest details Peter Barry: https://mortgagelink.co.nz/find-an-adviser/mortgage-link-hawkes-bay/peter-barry/
Chapters
00:00 Introduction and Decision to Stop Drinking
02:44 Confronting Life Without Drinking
06:15 Finding Happiness and Meaning
08:14 Overcoming Fear of Missing Out
10:52 Navigating Social Interactions
15:23 Exclusion and Self-Discovery
22:42 Striving for Balance and Personal Growth
26:15 Navigating Passion and Responsibility as a Father
28:19 Parenting and Allowing Mistakes
29:16 Navigating the Balance of Letting Kids Take Risks
32:38 Positive Reinforcement in Parenting
36:15 Accepting That Children Can Be Difficult
38:38 The Challenges of Co-Parenting
42:45 Diversity of Thought in Parenting
47:02 Communication and Conflict Resolution in Parenting
50:58 Maintaining the Relationship Amidst Parenting Challenges
53:46 Navigating Arguments and Different Perspectives
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Podcast guest Chris Batisan: https://streamgold.nz/meet-the-team/
Chapters
00:00 Upbringing in the Philippines
02:35 Transition to Entrepreneurship
05:35 Starting a Donut Franchise
08:34 Setting Up an Internet Cafe
11:45 Challenges of Starting Over in New Zealand
15:37 Finding Community and Overcoming Loneliness
23:39 Maintaining Love and Connection with Family
25:41 Reuniting with Family in New Zealand
27:36 Overcoming Financial Challenges and Pride
31:34 Corruption and Poverty in the Philippines
37:45 Addressing Corruption in the Philippines
41:35 Benefits of Overcoming Adversity
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Guest, Brian William Burgess: https://www.swainwoodham.co.nz/
Chapters
00:00 Starting a Company in 1996
02:55 Referrals and Building Relationships
05:01 The Value of Insurance and What Clients Buy
07:58 Developing Financial Advisors
11:47 Dealing with Emotional Situations
15:52 The Role of Insurance in Healthcare
19:56 Understanding the Client and Product Features
21:47 Understanding Clients' Concerns
22:15 Simplifying Complex Concepts
23:01 The Power of Storytelling
24:04 The Impact of Storytelling
25:30 Using Stories to Educate Clients
26:10 The Role of Intuition in Storytelling
27:29 The Importance of Claims
28:21 The Power of Personal Stories
29:19 The Significance of Trust and Honesty
29:58 Creating Compelling Offers
32:16 Changing the Perception of Insurance
35:36 Expanding Beyond Insurance
38:11 Adding Value to Clients' Lives
41:18 Understanding Clients' Needs
42:58 Having Hard Conversations
44:04 The Bell Curve of Insurance
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Guest details Peter Wilmot: https://mortgagelink.co.nz/find-an-adviser/mortgage-link-whakatane/peter-wilmot/
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Guest details Christopher Boon: https://ains.nz/
Chapters
00:00 Introduction and Company Overview
02:09 Business Models and Licenses
03:09 Staff and Roles
05:39 Joint Venture
07:28 Partnerships for Insurance Brokers
08:15 Complementary Combination of Mortgage and Insurance
10:33 Selling Insurance and Convincing Clients
11:09 Identifying Risks and Needs
12:06 Determining Optimum Level of Cover
13:33 Building Personal Protection Plans
15:01 Adjusting Insurance Over Time
16:36 Importance of Health Insurance
17:51 Risk Retention and Transfer
20:14 Consultative Approach to Insurance
21:42 Importance of Health Insurance Coverage
25:34 The Impact of Endometriosis and Pelvic Pain
26:05 The Importance of Surgical and Non-Surgical Cover
27:04 Advancements in Non-Surgical Medical Procedures
28:20 The Future of Medicine and Non-Surgical Treatments
29:38 Non-Pharmac Funded Drug Cover
30:06 The Role of MedSafe and Pharmac in Drug Approval and Funding
30:55 Immunotherapy and the Treatment of Cancer
32:16 The Importance of Non-Surgical and Non-Pharmac Cover in Health Insurance
33:45 Addressing Objections and Affordability
38:37 The Consultative Approach to Selling Insurance
46:04 Building Rapport and Earning Trust
49:25 Handling Objections and Closing the Sale
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Kyle McElwain: https://kylemcelwain.co.nz/
Takeaways
Investing in meaningful relationships has a high return on investment.
Money can make life easier, but it doesn't guarantee happiness.
Loyalty is important in both personal and business relationships.
Transparency and communication are key in maintaining trust in corporate environments.
The distribution of wealth should be more equitable.
The perception of value is often based on status and branding. Apple products create a consistent user experience that reinforces consumer behavior.
Homeostasis plays a role in resistance to change and the preference for familiar experiences.
Elon Musk's polarizing nature stems from his unconventional thinking and challenging of traditional norms.
Conditioning and upbringing influence decision-making and the perception of choices.
The pursuit of happiness involves constant learning and improvement.
Impressing others can be a driving force, but it's important to find satisfaction within oneself.
Anxiety can arise from the pressure to meet others' expectations and the need for constant adaptation.
Handling high-stress situations requires a balance between outward calmness and self-care.
The concept of free will and the idea of being 'enough' are complex and personal.
Resilience can be built through navigating challenging experiences and finding ways to cope.
Chapters
00:00 Choosing between money and relationships
01:56 The balance of money and happiness
04:42 Building trust and loyalty in finance
05:48 The importance of loyalty in partnerships
06:46 Personal values and loyalty
07:55 The impact of loyalty in corporate settings
10:14 The loss of humanity in corporate environments
10:56 The focus on shareholders in corporate decision-making
12:51 The impact of corporate decisions on employees
13:58 Maintaining transparency and communication in corporate settings
16:47 The morality of CEO salaries and wealth distribution
21:41 The perception of value and pricing in the market
23:03 The influence of status in purchasing decisions
24:15 Apple's Brand and Consumer Behavior
26:10 The Polarizing Figure of Elon Musk
27:34 The Influence of Conditioning and Free Will
28:47 The Power of Choice and Personal Responsibility
31:39 The Pursuit of Happiness and Contentment
33:26 The Constant Drive for Improvement
35:59 The Challenge of Impressing Others
37:10 The Search for Self-Worth and Identity
40:22 Anxiety and the Need for Adaptability
48:27 The Cost of Emotional Resilience
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Guest Warwick Walker: https://foxplan.nz/advisers
Takeaways
Being a police officer is both rewarding and stressful, and it teaches valuable life lessons such as the importance of teamwork and the ability to influence and listen to people. Many people go into policing because they want to make a difference in their community and help others in times of crisis. Transitioning from a career in policing to financial planning requires following a system and process, investing in education, and building relationships with clients and other professionals. Referrals are a key aspect of growing a financial planning business, and trust, credibility, and reliability are essential in building client relationships. Business owners who have accumulated wealth need to navigate the challenges of transitioning out of their businesses and preserving and enhancing their wealth, which requires working with a team of professionals and developing a mindset of saving and investing.Chapters
00:00 Introduction and First Jobs
03:10 Life as a Policeman
09:46 Challenges and Changes in Policing
14:08 Transition to Financial Planning
16:09 Following a System and Process
27:31 The Importance of Professional Partnerships
33:28 Helping Business Owners Transition
41:21 Balancing Wealth and Family
44:59 The Importance of Saving and Investing
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Guest Details Marc Hamilton: https://coveryours.co.nz/about/
Takeaways
Music and comedy can evoke emotions and create a sense of connection. Authenticity is important in creative endeavors and can attract like-minded individuals. Universal themes in storytelling and music resonate with people across cultures and time. Constructing a set or a song involves considering the emotional journey and engaging the audience. Dealing with hate or criticism requires thick skin and the ability to not take it personally. Finding humor in absurd or anger-inducing situations can be a source of comedy. The creative process involves finding inspiration in everyday experiences and emotions. Crafting comedy takes time and practice, and it's important to learn from failures and keep refining jokes. Art, including comedy, has the power to eloquently convey the harshness of the world in a socially acceptable way. The ability to shock and offend depends on the context and the audience, and it's important to understand the crowd and adapt accordingly. Working with troubled youth requires empathy, understanding, and the ability to separate their actions from their identity. Asking for help and finding someone to talk to can make a significant difference in difficult situations.Chapters
00:00 Introduction and Background
04:03 Finding Joy in Work and Life
07:07 The Power of Music
10:15 Humor and Writing Songs
16:17 The Emotional Impact of Music
25:07 Dealing with Criticism and Hate
27:18 The Craft of Comedy
29:20 The Process of Crafting Comedy
30:18 The Art of Comedy
31:37 Navigating Different Audiences
32:31 The Consequences of Offensive Comedy
34:09 Favorite Comedians
35:16 First Attempt at Comedy and Worst Bomb
36:31 Creating Original Material
37:28 Different Crowds and Testing Material
38:11 The Influence of Comedians
39:48 The Power and Influence of Individuals
40:24 The Role of Soft Power
42:45 Empathy and Understanding
43:16 Previous Work with Troubled Youth
47:44 Pharmaceutical Sales and Dark Humor
51:19 Dealing with Horrific Experiences
56:23 Seeking Help and Support
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Guest Jon-Paul Hale: https://www.willowgroveinsurance.co.nz/about-us/about-us-j-p-hale-menu
Takeaways
The insurance industry can be complex and challenging, with various pitfalls and potholes that individuals may encounter. Understanding the client's needs and providing tailored solutions is crucial in the insurance industry. Underwriters play a significant role in assessing risks and determining coverage terms. Trust, education, and personalized advice are essential in the insurance industry. Insurance companies consider both medical and financial information when underwriting policies. Advisors play a crucial role in guiding clients through the application process and ensuring accurate disclosure. The misconception that insurance companies do not pay out claims is refuted, with statistics showing a high percentage of claims being paid. The current application process can be inefficient and time-consuming, and there is a need for improvements, such as allowing insurance companies to access medical notes with client consent.Chapters
00:00 Understanding the Challenges in Business
03:37 Approaching Insurance Sales
07:51 Building Rapport and Understanding Client Needs
09:25 Motivational Interviewing and Client Engagement
10:33 Empowering Clients to Make Decisions
11:53 The Difference Between Sales and Advice
14:29 Developing Skills and Personalizing Delivery
15:31 Setting Boundaries for Advisors
18:15 Staying Educated in the Insurance Industry
26:47 The Role of Underwriters in Insurance
30:59 Underwriting and Financials
32:14 Predicting Mortality
34:30 Role of Advisors and Brokers
36:19 Reinsurance and Risk Spreading
38:39 Financial Strength Ratings
41:17 Misconceptions about Insurance Payouts
44:30 Buying Insurance Online
45:58 Application Process and Claim Rates
51:15 Improving the Application Process
53:38 Value of Advice and Automation
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Guest Martin Robinson: https://sharenz.com/advisers/martin-robinson/
Takeaways
Defining success: Martin defines success as having the time, money, and health to attend any sporting or cultural event. Financial planning: Martin humorously defines good financial planning as when your payment to the undertaker bounces. Lessons from surf life saving: Martin emphasizes the value of meeting new people, learning from mentors, and staying physically active. Finding joy in passions: Martin's love for football and surf life saving has brought him joy and lifelong connections. Learning from experiences: Martin shares stories from his career in finance, highlighting the importance of perseverance and adaptability. Computerization revolutionized the mortgage industry, making it easier to track and manage mortgages. Commission rates for mortgages in the late 1980s were high, with advisors earning a significant amount per mortgage. Diversification is crucial in the mortgage industry to mitigate risks and avoid relying on a single client or industry. Building relationships with real estate companies can be an effective way to find prospects and convert them into clients. The formation of Apex Financial and its transformation into Share demonstrates the power of collaboration and camaraderie in the financial advisory industry.Chapters
00:00 Definition of 'having made it'
03:29 The significance of football in Martin's life
04:51 The definition of good financial planning
06:33 Martin's experience in debt collecting
09:06 The role of surf life saving in Martin's life
11:28 Working at General Finance and IFC
13:33 Working in factoring and financing invoices
15:55 Working at General Finance and Olly Newland's company
19:44 Martin's achievements in surf life saving
20:46 Staying agile and competing in surf life saving at an older age
21:38 Building relationships in the mortgage advisory business
24:00 Starting a mortgage advisory business and dealing with challenges
24:29 Early Days of Mortgage Brokering
26:56 Approach to Getting Mortgages Across the Line
30:08 Formation of Apex Financial
38:03 Formation of Share
42:37 Size and Success of Share
43:33 Factors Contributing to Success
45:27 Passion for Sports and Cultural Events
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Guest Aaron D'Souza: https://www.lesafs.com/
Takeaways
Maintaining a healthy lifestyle requires discipline and finding strategies to make exercise and healthy eating easier. As we age, it becomes more important to prioritize our health and be proactive in maintaining a healthy weight and staying active. Dancing can be a fun and enjoyable way to stay active and express oneself creatively. India has undergone significant growth and development, with improvements in infrastructure and a focus on becoming a developed country. Learning how to swim is an important skill that can save lives and provide a sense of confidence and safety in water. Water polo is a challenging and impressive sport that requires strength, endurance, and skill. Being present and supportive as a parent is crucial for building a strong connection with children. Self-improvement and learning from mistakes are essential for personal growth. Meditation can help reduce stress and improve clarity of thought. Taking action is key to making progress and achieving goals. Being aware of one's thoughts and reactions can lead to better decision-making and emotional well-being.Chapters
00:00 Building Healthy Habits
02:37 The Challenge of Eating Healthy
03:32 Cravings and Dietary Changes
04:32 Health, Aging, and Staying Active
05:31 Dancing and Performing
06:44 Theater and Behind the Scenes
09:43 Dance and Western Influence in India
11:30 Sports and Childhood Memories
12:47 Changes in India Over Time
13:50 India's Political and Infrastructure Development
14:56 Swimming and Overcoming Embarrassment
22:25 Water Polo and Competitive Sports
24:54 Balancing Family and Personal Fulfillment
27:59 Building a Strong Relationship with Children
30:12 Effective Communication with Children
33:33 The Power of Books and Personal Development
36:31 Taking Action and Learning from Mistakes
41:13 The Benefits of Meditation
46:50 Observing Thoughts and Responding vs Reacting
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Guest Keanan Beyers: https://www.lifetime.co.nz/find-an-adviser/view/keanan-beyers/
Takeaways
Living in Cape Town can be challenging due to crime and the need to be constantly vigilant. A diagnosis of type 1 diabetes can have a significant impact on one's life and requires careful management. Growing up in challenging circumstances can shape one's perspective and behavior. Finding a balance between enjoying life and making responsible decisions is important. Partying and a carefree lifestyle can sometimes be an attempt to fill a void or mask deeper issues. Maturity often comes from facing difficult circumstances and making tough decisions. Strict upbringings can limit a person's ability to explore their identity and enjoy their youth. Rebellious phases and partying may provide temporary escape, but they do not solve underlying issues. Discovering that you are not the biological parent of a child can be emotionally devastating and lead to a loss of trust. Betrayal and financial struggles can be challenging, but holding on and staying focused can lead to positive change. Patience and perseverance are key in overcoming difficult situations and finding a better path forward.Chapters
00:00 Growing Up in Cape Town
01:28 New Chapter
04:52 Overcoming Adversity and Leaving South Africa
07:48 Living with Type 1 Diabetes
09:49 Early Life Challenges and Wrong Choices
13:35 Navigating Boarding School and Cultural Differences
17:34 Struggles at Home and Financial Constraints
24:32 Finding Balance and Making Life Choices
25:41 Filling a Void and Seeking Maturity
27:42 Strict Upbringing and Lack of Freedom
28:48 Limited Independence and Struggles with Expression
31:05 Party Lifestyle and Avoidance of Responsibility
35:25 False Paternity Claim and Betrayal
38:20 Moving Forward and Starting Fresh
43:26 Saying Goodbye to the Pretend Son
47:51 Deception and Manipulation
49:18 Words of Encouragement
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