James Blair

Supporter
DISC Type : s

Director - Wealth at Lighthouse Financial

Auckland, Auckland, New Zealand

Overview

James Blair is the Wealth Director at Lighthouse Financial, with over ten years of experience providing comprehensive financial advice. A University of Otago graduate, he specializes in developing simple, actionable wealth growth strategies. People he has worked with often describe him as professional, knowledgeable, strategic, and personable.

Driven by a passion for making financial knowledge accessible to all New Zealanders, James co-hosts the popular weekly podcast "Cheques & Balances. " He focuses on demystifying complex financial topics to help Kiwis take control of their financial future with confidence, covering everything from buying a first home to investing.

James co-founded a popular podcast, "Cheques & Balances, " to make the principles of good money management available to all Kiwis for free.

Personality Overview

Slow To Decisions

Risk-averse

Social Proof Driven

They maintain good relationships with everyone, internally and externally.  They are motivated by the potential impact of their decision on the organization. They prefer to follow rules and procedures.

Topics They Care About

Financial Literacy
He co-hosts the "Cheques & Balances" podcast, aiming to make practical financial advice and wealth-building strategies accessible to all New Zealanders.
Wealth Creation
He focuses on creating personalized financial plans that help Kiwi families grow their wealth through a five-pillar model covering property, shares, and debt management.
Investment Strategy
He frequently analyzes and discusses the pros and cons of different investment vehicles, particularly comparing shares versus property in the New Zealand market.

Media Appearances

The Simple Way To Build Wealth with James Blair of Lighthouse Financial. Featured in Apple Podcasts

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How To Invest Your First $10k with James Blair (Lighthouse Financial). Featured in Spotify

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Work History

7-2020
Director - Wealth at Lighthouse Financial
2-2018 - 7-2020
Regional Manager Wealth Southern at Westpac New Zealand Limited
8-2015 - 7-2018
Senior Financial Advisor at Westpac New Zealand Limited
7-2014 - 8-2015
Financial Advisor at Westpac New Zealand Limited
2-2013 - 7-2014
Generalist Graduate at Westpac New Zealand Limited

Education

2010 - 2012
Bachelor of Commerce (BCom) from University of Otago
2019 - 2020
Certificate of Executive Leadership from UNSW

More Information

Social Presence :

Prographics :

Exp : 14 Location : Auckland, Auckland, New Zealand Job Level : Mid-senior Designation : Director - Wealth at Lighthouse Financial
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Focus your pitch on the impact that you could help them have on their organization
  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Show willingness to accommodating their needs or requests

DONT's

  • Don’t rush them to make quick decisions
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t keep pushing them for a straight answer, just make your own conclusions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from James

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can James take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And James

Personality Compatibility


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