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Your resume was handed to me by our chief of staff as she's currently reviewing resumes. And I it was passed over to me because I did note that you're a current director of a firm, and I just wanted to, I guess, ask you a few questions, if that's okay? Yeah. Cool. So we're, obviously, as you saw on the ad, looking for a financial adviser, and I can see that you're financial adviser and director. And I just, I guess, wanted to understand a little bit about what your role is as we're looking for a financial adviser to step into Oakview, and whether there's potentially a conflict with you being a director of a current company or what your actual role exists doing. And then, you know, depending on, obviously, your answer there, maybe some follow-up questions, but I guess I just wanted to get a bit of an understanding as to where you're currently sitting. Yeah. That do. That that sorry. That does make sense. Okay. So I guess with with that, I understand, like, on the application, you said you needed four weeks, like, I guess, transition time. And I you just said that you would you were sort of looking to possibly bring your book. Can I ask whether you would look to bring your book over in terms of, like, a corporate authorized representative stature, or you would wanna become a PAYG employee looking to possibly bring your clients across under our license and they would become o two clients? Yeah. Alright. No. That's okay. Well, what I can do is what does your I guess so, like, I guess, in terms of, like, your own book, if you did, like like if we did go to an interview and then you were successful and and you did come to a a full time role, what, I guess, parameters does your current licensee have for you to actually bring your clients across? Is there any issues with you doing so? Yep. Okay. And if if I may be as bold as to ask, what does your current book look like? Like, number of clients? Okay. Okay. Do you know what your funds under management are? Okay. Alright. Cool. Alright. So I guess with respect to, like, winding down your business, your you like, you would look to essentially, like, I guess, wind down transfer your your current book and then move over. Yep. Yeah. Yeah. And then, yeah, obviously, transition out of the business and and you would face operating that. Going from there, like so can I ask how have you organically, I guess, grown your clients currently? Was it, like, have you used lead generation? Has it just been organic growth through communication? Why do you feel as though the business may not have been successful so far? Yeah. Alright. That's that's completely fair enough. Alright. Well, would you, I guess, be willing to come in for an interview with me so we can, I guess, go through a few additional questions, kind of go through and I can learn a little bit more about yourself and you can obviously learn a little bit more about Oakview? What does your, I guess, calendar look like? Yep. That would be absolutely fine. Would I would have to do Tuesday, Wednesday rather than Monday. I am quite booked Monday. That's all. Mhmm. Would say 02:30, 03:00 work for you? K. Perfect. I have your email address, but what I'll do is I will send you a calendar invite, and I'll send you, like, an information email that has all of the details on, you know, where to go and and such like that. And that way, you have a a direct contact. So if you do need to reschedule or anything pops up, you can reach out and do so. No. Not a problem at all, Sasha. Pleasure speaking to you, and I look forward to speaking to you and meeting you next Tuesday on the fourteenth. You too. 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Arcview Financial. Hi. Good afternoon, Sasha. It's Larissa from Ophi Financial. How are you going?\n\nReally good. Thank you. I was just giving you a call. Your resume was handed to me by our chief of staff as she's currently reviewing resumes. And I it was passed over to me because I did note that you're a current director of a firm, and I just wanted to, I guess, ask you a few questions, if that's okay?\n\nYeah. Cool. So we're, obviously, as you saw on the ad, looking for a financial adviser, and I can see that you're financial adviser and director. And I just, I guess, wanted to understand a little bit about what your role is as we're looking for a financial adviser to step into Oakview, and whether there's potentially a conflict with you being a director of a current company or what your actual role exists doing. And then, you know, depending on, obviously, your answer there, maybe some follow-up questions, but I guess I just wanted to get a bit of an understanding as to where you're currently sitting.\n\nYeah. That do. That that sorry. That does make sense. Okay.\n\nSo I guess with with that, I understand, like, on the application, you said you needed four weeks, like, I guess, transition time. And I you just said that you would you were sort of looking to possibly bring your book. Can I ask whether you would look to bring your book over in terms of, like, a corporate authorized representative stature, or you would wanna become a PAYG employee looking to possibly bring your clients across under our license and they would become o two clients? Yeah. Alright.\n\nNo. That's okay. Well, what I can do is what does your I guess so, like, I guess, in terms of, like, your own book, if you did, like like if we did go to an interview and then you were successful and and you did come to a a full time role, what, I guess, parameters does your current licensee have for you to actually bring your clients across? Is there any issues with you doing so? Yep.\n\nOkay. And if if I may be as bold as to ask, what does your current book look like? Like, number of clients? Okay. Okay.\n\nDo you know what your funds under management are? Okay. Alright. Cool. Alright.\n\nSo I guess with respect to, like, winding down your business, your you like, you would look to essentially, like, I guess, wind down transfer your your current book and then move over. Yep. Yeah. Yeah. And then, yeah, obviously, transition out of the business and and you would face operating that.\n\nGoing from there, like so can I ask how have you organically, I guess, grown your clients currently? Was it, like, have you used lead generation? Has it just been organic growth through communication? Why do you feel as though the business may not have been successful so far? Yeah.\n\nAlright. That's that's completely fair enough. Alright. Well, would you, I guess, be willing to come in for an interview with me so we can, I guess, go through a few additional questions, kind of go through and I can learn a little bit more about yourself and you can obviously learn a little bit more about Oakview? What does your, I guess, calendar look like?\n\nYep. That would be absolutely fine. Would I would have to do Tuesday, Wednesday rather than Monday. I am quite booked Monday. That's all.\n\nMhmm. Would say 02:30, 03:00 work for you? K. Perfect. I have your email address, but what I'll do is I will send you a calendar invite, and I'll send you, like, an information email that has all of the details on, you know, where to go and and such like that.\n\nAnd that way, you have a a direct contact. So if you do need to reschedule or anything pops up, you can reach out and do so. No. Not a problem at all, Sasha. Pleasure speaking to you, and I look forward to speaking to you and meeting you next Tuesday on the fourteenth.\n\nYou too. Bye.","paragraphs":[{"sentences":[{"text":"Larissa, Arcview Financial.","start":11.12,"end":12.58,"sentiment":"neutral","sentiment_score":0.05431753148635229},{"text":"Hi.","start":25.89,"end":26.37,"sentiment":"neutral","sentiment_score":0.17739588022232056},{"text":"Good afternoon, Sasha.","start":26.37,"end":27.97,"sentiment":"neutral","sentiment_score":0.3320407172044118},{"text":"It's Larissa from Ophi Financial.","start":27.97,"end":29.65,"sentiment":"neutral","sentiment_score":0.21465970873832702},{"text":"How are you going?","start":29.65,"end":30.55,"sentiment":"neutral","sentiment_score":0.23118697479367256}],"sentiment":"neutral","sentiment_score":0.20840731682255864,"num_words":16,"start":11.12,"end":30.55},{"sentences":[{"text":"Really good.","start":33.73,"end":34.71,"sentiment":"positive","sentiment_score":0.6064426898956299},{"text":"Thank you.","start":34.93,"end":35.83,"sentiment":"positive","sentiment_score":0.6198973059654236},{"text":"I was just giving you a 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fine.","start":374.25,"end":375.77,"sentiment":"neutral","sentiment_score":0.20586500763893129},{"text":"Would I would have to do Tuesday, Wednesday rather than Monday.","start":375.77,"end":381.06998,"sentiment":"neutral","sentiment_score":0.05888609825210138},{"text":"I am quite booked Monday.","start":382.25,"end":384.66998,"sentiment":"neutral","sentiment_score":0.08625471889972687},{"text":"That's all.","start":384.88998,"end":385.71,"sentiment":"neutral","sentiment_score":0.0651267971843481}],"sentiment":"neutral","sentiment_score":0.0964467724164327,"num_words":24,"start":373.93,"end":385.71},{"sentences":[{"text":"Mhmm.","start":388.475,"end":388.975,"sentiment":"neutral","sentiment_score":0.05924965813755989},{"text":"Would say 02:30, 03:00 work for you?","start":399.035,"end":402.17502,"sentiment":"neutral","sentiment_score":0.0392585779939379},{"text":"K.","start":404.85,"end":405.09003,"sentiment":"neutral","sentiment_score":0.1755165159702301},{"text":"Perfect.","start":405.09003,"end":405.59003,"sentiment":"neutral","sentiment_score":0.3168528974056244},{"text":"I have your email address, but what I'll do is I will send you a calendar invite, and I'll send you, like, an information email that has all of the details on, you know, where to go and and such like that.","start":405.73,"end":418.835,"sentiment":"neutral","sentiment_score":0.14972492085681074}],"sentiment":"neutral","sentiment_score":0.13682453448955828,"num_words":52,"start":388.475,"end":418.835},{"sentences":[{"text":"And that way, you have a a direct contact.","start":418.835,"end":420.435,"sentiment":"neutral","sentiment_score":0.20635987321535745},{"text":"So if you do need to reschedule or anything pops up, you can reach out and do 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Thanks. Please stay on the line. Hello? Not too bad. What about you, Larissa? Yep. Yeah. Yeah. Sure. Sure. No. That's all good. Yeah. Because I established my company last November, and I thought I'll go on my own. But the things aren't picking up really well, so I feel like maybe I need to go back getting a job. So, hence, I applied. So if I get a job, then maybe I do I can bring my book with me, and we'll go from there. Does that make sense, Orissa? Yeah. That's it. Exactly. Yes. I could definitely explore the options out there, whatever the company wants me to do. I feel like bringing a client to your organization would be more sensible thing to do. Is that right? Yeah. Yes. I was looking at my car agreement and SA agreement that I need to let the client know within fourteen days of canceling my car. Then if the client signs all the document, then I could freely bring the clients to a new car. No. Sure. A number because I've got few clients on fee for service agreement and ongoing service agreement. So in terms of fee for service, I've got around 10 clients and ongoing service clients around 15, which includes insurance as well. On the HOG 24, it's under $6,700 k. And on the BP, it's around 2 mil. Yeah. That's it. That's it. If the opportunities are right, then yeah. I have used my friends and family as growing the business organically. Also, I have been reaching out with few mortgage brokers' accountants. And last couple of weeks has been quite dry, and I feel like it's affecting my cash flow because I'm building a house in Helensvale as well. So I feel like maybe I need a consistent cash coming into my bank account in order to pay mortgage and take care of the household. Alright. Let me have a look. Sometime next week? Or Monday. Tuesday sounds good. What time suits you? I've got one appointment at 1PM. I can do in the morning or later in the hour of the year. Yeah. That sounds perfect. Yeah. Perfect. Thanks for that. It's on the fourteenth. Yeah. Looking forward for that. Thanks for that. You have a nice day. 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Thanks. Please stay on the line. Hello? Not too bad.\n\nWhat about you, Larissa? Yep. Yeah. Yeah. Sure.\n\nSure. No. That's all good. Yeah. Because I established my company last November, and I thought I'll go on my own.\n\nBut the things aren't picking up really well, so I feel like maybe I need to go back getting a job. So, hence, I applied. So if I get a job, then maybe I do I can bring my book with me, and we'll go from there. Does that make sense, Orissa? Yeah.\n\nThat's it. Exactly. Yes. I could definitely explore the options out there, whatever the company wants me to do. I feel like bringing a client to your organization would be more sensible thing to do.\n\nIs that right? Yeah. Yes. I was looking at my car agreement and SA agreement that I need to let the client know within fourteen days of canceling my car. Then if the client signs all the document, then I could freely bring the clients to a new car.\n\nNo. Sure. A number because I've got few clients on fee for service agreement and ongoing service agreement. So in terms of fee for service, I've got around 10 clients and ongoing service clients around 15, which includes insurance as well. On the HOG 24, it's under $6,700 k.\n\nAnd on the BP, it's around 2 mil. Yeah. That's it. That's it. If the opportunities are right, then yeah.\n\nI have used my friends and family as growing the business organically. Also, I have been reaching out with few mortgage brokers' accountants. And last couple of weeks has been quite dry, and I feel like it's affecting my cash flow because I'm building a house in Helensvale as well. So I feel like maybe I need a consistent cash coming into my bank account in order to pay mortgage and take care of the household. Alright.\n\nLet me have a look. Sometime next week? Or Monday. Tuesday sounds good. What time suits you?\n\nI've got one appointment at 1PM. I can do in the morning or later in the hour of the year. Yeah. That sounds perfect. Yeah.\n\nPerfect. Thanks for that. It's on the fourteenth. Yeah. Looking forward for that.\n\nThanks for that. You have a nice day. Right.","paragraphs":[{"sentences":[{"text":"If you record your name and reason for calling, I'll see if this person is available.","start":0.16,"end":4.5,"sentiment":"neutral","sentiment_score":0.0056467299873474985},{"text":"Thanks.","start":17.055,"end":17.555,"sentiment":"positive","sentiment_score":0.4018933176994324},{"text":"Please stay on the line.","start":17.775,"end":19.155,"sentiment":"neutral","sentiment_score":0.2131636619567871},{"text":"Hello?","start":23.695,"end":24.195,"sentiment":"neutral","sentiment_score":0.07784423232078552},{"text":"Not too bad.","start":31.060001,"end":31.86,"sentiment":"neutral","sentiment_score":0.16704479853312174}],"sentiment":"neutral","sentiment_score":0.08219376673850302,"num_words":26,"start":0.16,"end":31.86},{"sentences":[{"text":"What about you, Larissa?","start":31.86,"end":33.0,"sentiment":"neutral","sentiment_score":0.1271108891814947},{"text":"Yep.","start":43.864998,"end":44.364998,"sentiment":"neutral","sentiment_score":0.058542318642139435},{"text":"Yeah.","start":58.22,"end":58.38,"sentiment":"neutral","sentiment_score":0.03373481333255768},{"text":"Yeah.","start":58.38,"end":58.54,"sentiment":"neutral","sentiment_score":0.04736635833978653},{"text":"Sure.","start":58.54,"end":58.86,"sentiment":"neutral","sentiment_score":0.07005612552165985}],"sentiment":"neutral","sentiment_score":0.0897678965702653,"num_words":8,"start":31.86,"end":58.86},{"sentences":[{"text":"Sure.","start":58.86,"end":59.36,"sentiment":"neutral","sentiment_score":0.08850875496864319},{"text":"No.","start":92.73,"end":92.97,"sentiment":"neutral","sentiment_score":-0.1767694354057312},{"text":"That's all good.","start":92.97,"end":93.770004,"sentiment":"neutral","sentiment_score":-0.09111723303794861},{"text":"Yeah.","start":93.770004,"end":94.01,"sentiment":"neutral","sentiment_score":-0.009898215532302856},{"text":"Because I established my company last November, and I thought I'll go on my own.","start":94.01,"end":99.33501,"sentiment":"neutral","sentiment_score":-0.07287853509187699}],"sentiment":"neutral","sentiment_score":-0.06974707721244722,"num_words":21,"start":58.86,"end":99.33501},{"sentences":[{"text":"But the things aren't picking up really well, so I feel like maybe I need to go back getting a job.","start":99.33501,"end":105.575005,"sentiment":"neutral","sentiment_score":-0.29944782171930584},{"text":"So, hence, I applied.","start":105.575005,"end":106.795006,"sentiment":"neutral","sentiment_score":-0.012270973064005375},{"text":"So if I get a job, then maybe I do I can bring my book with me, and we'll go from there.","start":107.33501,"end":113.24,"sentiment":"neutral","sentiment_score":0.04006590321660042},{"text":"Does that make sense, Orissa?","start":113.24,"end":114.54,"sentiment":"neutral","sentiment_score":0.027868540585041048},{"text":"Yeah.","start":118.76,"end":119.26,"sentiment":"neutral","sentiment_score":0.02249225601553917}],"sentiment":"neutral","sentiment_score":-0.09989062865387718,"num_words":53,"start":99.33501,"end":119.26},{"sentences":[{"text":"That's it.","start":128.595,"end":129.41501,"sentiment":"neutral","sentiment_score":-0.05111006461083889},{"text":"Exactly.","start":130.435,"end":130.935,"sentiment":"neutral","sentiment_score":-0.0008353441953659058},{"text":"Yes.","start":156.795,"end":157.295,"sentiment":"positive","sentiment_score":0.41716063022613525},{"text":"I could definitely explore the options out there, whatever the company wants me to do.","start":157.355,"end":164.175,"sentiment":"positive","sentiment_score":0.4671106298764547},{"text":"I feel like bringing a client to your organization would be more sensible thing to do.","start":164.33,"end":170.49,"sentiment":"positive","sentiment_score":0.4743450842797756}],"sentiment":"positive","sentiment_score":0.42600817009806635,"num_words":35,"start":128.595,"end":170.49},{"sentences":[{"text":"Is that right?","start":170.49,"end":171.47,"sentiment":"neutral","sentiment_score":0.26971856753031415},{"text":"Yeah.","start":172.57,"end":173.07,"sentiment":"neutral","sentiment_score":0.111934594810009},{"text":"Yes.","start":185.225,"end":185.725,"sentiment":"neutral","sentiment_score":0.18984520435333252},{"text":"I was looking at my car agreement and SA agreement that I need to let the client know within fourteen days of canceling my car.","start":202.75,"end":211.895,"sentiment":"neutral","sentiment_score":-0.13528644531965256},{"text":"Then if the client signs all the document, then I could freely bring the clients to a new car.","start":212.195,"end":219.45,"sentiment":"neutral","sentiment_score":0.09261794603968922}],"sentiment":"neutral","sentiment_score":-0.010438462377202754,"num_words":49,"start":170.49,"end":219.45},{"sentences":[{"text":"No.","start":224.65,"end":224.89,"sentiment":"neutral","sentiment_score":-0.118903785943985},{"text":"Sure.","start":224.89,"end":225.39,"sentiment":"neutral","sentiment_score":-0.08132518827915192},{"text":"A number because I've got few clients on fee for service agreement and ongoing service agreement.","start":228.89,"end":236.525,"sentiment":"neutral","sentiment_score":-0.013946695253252983},{"text":"So in terms of fee for service, I've got around 10 clients and ongoing service clients around 15, which includes insurance as well.","start":237.14499,"end":248.89,"sentiment":"neutral","sentiment_score":0.01688429826627607},{"text":"On the HOG 24, it's under $6,700 k.","start":255.11,"end":260.225,"sentiment":"neutral","sentiment_score":0.010562539493548684}],"sentiment":"neutral","sentiment_score":0.0010094505672970293,"num_words":49,"start":224.65,"end":260.225},{"sentences":[{"text":"And on the BP, it's around 2 mil.","start":260.52502,"end":263.265,"sentiment":"neutral","sentiment_score":0.004705870756879449},{"text":"Yeah.","start":283.8,"end":284.3,"sentiment":"neutral","sentiment_score":0.0147724449634552},{"text":"That's it.","start":286.75998,"end":287.31998,"sentiment":"neutral","sentiment_score":-0.06312359124422073},{"text":"That's it.","start":287.31998,"end":287.955,"sentiment":"neutral","sentiment_score":-0.06623175740242004},{"text":"If the opportunities are right, then yeah.","start":288.03497,"end":297.335,"sentiment":"neutral","sentiment_score":0.03609257297856467}],"sentiment":"neutral","sentiment_score":0.002317836228758097,"num_words":20,"start":260.52502,"end":297.335},{"sentences":[{"text":"I have used my friends and family as growing the business organically.","start":315.19,"end":320.61502,"sentiment":"neutral","sentiment_score":0.02098898496478796},{"text":"Also, I have been reaching out with few mortgage brokers' accountants.","start":321.315,"end":325.255,"sentiment":"neutral","sentiment_score":-0.013491092715412378},{"text":"And last couple of weeks has been quite dry, and I feel like it's affecting my cash flow because I'm building a house in Helensvale as well.","start":326.195,"end":336.14,"sentiment":"neutral","sentiment_score":-0.3062771393193139},{"text":"So I feel like maybe I need a consistent cash coming into my bank account in order to pay mortgage and take care of the household.","start":336.68,"end":346.545,"sentiment":"neutral","sentiment_score":-0.1364604693192702},{"text":"Alright.","start":368.28998,"end":368.78998,"sentiment":"neutral","sentiment_score":0.030683640390634537}],"sentiment":"neutral","sentiment_score":-0.15173124056914217,"num_words":77,"start":315.19,"end":368.78998},{"sentences":[{"text":"Let me have a look.","start":368.93,"end":370.38998,"sentiment":"neutral","sentiment_score":0.030662970244884492},{"text":"Sometime next week?","start":371.33,"end":373.03,"sentiment":"neutral","sentiment_score":0.02516489972670873},{"text":"Or Monday.","start":385.255,"end":385.735,"sentiment":"neutral","sentiment_score":0.06886700913310051},{"text":"Tuesday sounds good.","start":385.735,"end":387.995,"sentiment":"neutral","sentiment_score":0.2143454353014628},{"text":"What time suits you?","start":389.3,"end":390.26,"sentiment":"neutral","sentiment_score":0.03933017607778311}],"sentiment":"neutral","sentiment_score":0.06864121052272179,"num_words":17,"start":368.93,"end":390.26},{"sentences":[{"text":"I've got one appointment at 1PM.","start":390.26,"end":393.0,"sentiment":"neutral","sentiment_score":0.07678648084402084},{"text":"I can do in the morning or later in the hour of the year.","start":393.3,"end":397.88,"sentiment":"neutral","sentiment_score":0.062287013711673875},{"text":"Yeah.","start":402.5,"end":402.82,"sentiment":"neutral","sentiment_score":0.15540340542793274},{"text":"That sounds perfect.","start":402.82,"end":403.88,"sentiment":"positive","sentiment_score":0.3774426579475403},{"text":"Yeah.","start":407.57498,"end":408.07498,"sentiment":"neutral","sentiment_score":0.15736398100852966}],"sentiment":"neutral","sentiment_score":0.1111132974922657,"num_words":25,"start":390.26,"end":408.07498},{"sentences":[{"text":"Perfect.","start":425.13,"end":425.53,"sentiment":"positive","sentiment_score":0.5947505235671997},{"text":"Thanks for that.","start":425.53,"end":426.59003,"sentiment":"positive","sentiment_score":0.6872862577438354},{"text":"It's on the fourteenth.","start":432.79498,"end":434.315,"sentiment":"neutral","sentiment_score":0.30566928908228874},{"text":"Yeah.","start":434.315,"end":434.555,"sentiment":"positive","sentiment_score":0.5289354920387268},{"text":"Looking forward for that.","start":434.555,"end":435.51498,"sentiment":"positive","sentiment_score":0.7646665275096893}],"sentiment":"positive","sentiment_score":0.574376004246565,"num_words":13,"start":425.13,"end":435.51498},{"sentences":[{"text":"Thanks for that.","start":435.51498,"end":436.07498,"sentiment":"positive","sentiment_score":0.8879265189170837},{"text":"You have a nice day.","start":436.07498,"end":437.215,"sentiment":"positive","sentiment_score":0.817552101612091},{"text":"Right.","start":439.035,"end":439.535,"sentiment":"neutral","sentiment_score":-0.08141642808914185}],"sentiment":"positive","sentiment_score":0.7411248485247294,"num_words":9,"start":435.51498,"end":439.535}]}}]}],"paragraphs":{"transcript":"\nChannel 1: If you record your name and reason for calling, I'll see if this person is available.\n\nChannel 0: Larissa, Arcview Financial.\n\nChannel 1: Thanks. Please stay on the line. Hello?\n\nChannel 0: Hi. Good afternoon, Sasha. It's Larissa from Ophi Financial. How are you going?\n\nChannel 1: Not too bad. What about you, Larissa?\n\nChannel 0: Really good. Thank you. I was just giving you a call. Your resume was handed to me by our chief of staff\n\nChannel 1: Yep.\n\nChannel 0: as she's currently reviewing resumes. And I it was passed over to me because I did note that you're a current director of a firm, and I just wanted to, I guess, ask you a few questions, if that's okay?\n\nChannel 1: Yeah. Yeah. Sure. Sure.\n\nChannel 0: Yeah. Cool. So we're, obviously, as you saw on the ad, looking for a financial adviser, and I can see that you're financial adviser and director. And I just, I guess, wanted to understand a little bit about what your role is as we're looking for a financial adviser to step into Oakview, and whether there's potentially a conflict with you being a director of a current company or what your actual role exists doing. And then, you know, depending on, obviously, your answer there, maybe some follow-up questions, but I guess I just wanted to get a bit of an understanding as to where you're currently sitting.\n\nChannel 1: No. That's all good. Yeah. Because I established my company last November, and I thought I'll go on my own. But the things aren't picking up really well, so I feel like maybe I need to go back getting a job.\n\nSo, hence, I applied. So if I get a job, then maybe I do I can bring my book with me, and we'll go from there. Does that make sense, Orissa?\n\nChannel 0: Yeah. That do. That that sorry. That does make sense.\n\nChannel 1: Yeah.\n\nChannel 0: Okay. So I guess with with that, I understand, like, on the application, you said you needed four weeks, like,\n\nChannel 1: That's\n\nChannel 0: I guess,\n\nChannel 1: it.\n\nChannel 0: transition time.\n\nChannel 1: Exactly.\n\nChannel 0: And I you just said that you would you were sort of looking to possibly bring your book. Can I ask whether you would look to bring your book over in terms of, like, a corporate authorized representative stature, or you would wanna become a PAYG employee looking to possibly bring your clients across under our license and they would become o two clients?\n\nChannel 1: Yes. I could definitely explore the options out there, whatever the company wants me to do. I feel like bringing a client to your organization would be more sensible thing to do. Is that right?\n\nChannel 0: Yeah. Alright.\n\nChannel 1: Yeah.\n\nChannel 0: No. That's okay. Well, what I can do is what does your I guess so, like, I guess, in terms of, like, your own book,\n\nChannel 1: Yes.\n\nChannel 0: if you did, like like if we did go to an interview and then you were successful and and you did come to a a full time role, what, I guess, parameters does your current licensee have for you to actually bring your clients across? Is there any issues with you doing so?\n\nChannel 1: I was looking at my car agreement and SA agreement that I need to let the client know within fourteen days of canceling my car. Then\n\nChannel 0: Yep.\n\nChannel 1: if the client signs all the document, then I could freely bring the clients to a new car.\n\nChannel 0: Okay. And if if I may be as bold as to ask, what\n\nChannel 1: No. Sure.\n\nChannel 0: does your current book look like? Like, number of clients?\n\nChannel 1: A number because I've got few clients on fee for service agreement and ongoing service agreement. So in terms of fee for service, I've got around 10 clients and ongoing service clients around 15, which includes insurance\n\nChannel 0: Okay.\n\nChannel 1: as well.\n\nChannel 0: Okay. Do you know what your funds under management are?\n\nChannel 1: On the HOG 24, it's under $6,700 k. And on the BP, it's around 2 mil.\n\nChannel 0: Okay. Alright. Cool. Alright. So I guess with respect to, like, winding down your business, your you like, you would look to essentially, like, I guess, wind down transfer\n\nChannel 1: Yeah.\n\nChannel 0: your your current book and then move over.\n\nChannel 1: That's it. That's it. If the\n\nChannel 0: Yep.\n\nChannel 1: opportunities are right, then\n\nChannel 0: Yeah. Yeah. And then, yeah, obviously, transition out of the business and and you would face operating that.\n\nChannel 1: yeah.\n\nChannel 0: Going from there, like so can I ask how have you organically, I guess, grown your clients currently? Was it, like, have you used lead generation? Has it just been organic growth through communication? Why do you feel as though the business may not have been successful so far?\n\nChannel 1: I have used my friends and family as growing the business organically. Also, I have been reaching out with few mortgage brokers' accountants. And last couple of weeks has been quite dry, and I feel like it's affecting my cash flow because I'm building a house in Helensvale as well. So I feel like maybe I need a consistent cash coming into my bank account in order to pay mortgage and take care of the household.\n\nChannel 0: Yeah. Alright. That's that's completely fair enough. Alright. Well, would you, I guess, be willing to come in for an interview with me so we can, I guess, go through a few additional questions, kind of go through and I can learn a little bit more about yourself and you can obviously learn a little bit more about Oakview?\n\nWhat does your, I guess, calendar look like?\n\nChannel 1: Alright. Let me have a look. Sometime next week?\n\nChannel 0: Yep. That would be absolutely fine. Would I would have to do Tuesday, Wednesday rather than Monday. I am quite booked Monday. That's all.\n\nChannel 1: Or Monday. Tuesday sounds good.\n\nChannel 0: Mhmm.\n\nChannel 1: What time suits you? I've got one appointment at 1PM. I can do in the morning or later in the hour of the year.\n\nChannel 0: Would say 02:30, 03:00 work for you?\n\nChannel 1: Yeah. That sounds perfect.\n\nChannel 0: K. Perfect. I have your email address, but what I'll do\n\nChannel 1: Yeah.\n\nChannel 0: is I will send you a calendar invite, and I'll send you, like, an information email that has all of the details on, you know, where to go and and such like that. And that way, you have a a direct contact. So if you do need to reschedule or anything pops up, you can reach out and do so.\n\nChannel 1: Perfect. Thanks for that.\n\nChannel 0: No. Not a problem at all, Sasha. Pleasure speaking to you, and I look forward to speaking to you and meeting you next Tuesday on the fourteenth.\n\nChannel 1: It's on the fourteenth. Yeah. Looking forward for that. Thanks for that. You have a nice day.\n\nChannel 0: You too. Bye.\n\nChannel 1: Right.","paragraphs":[{"sentences":[{"text":"If you record your name and reason for calling, I'll see if this person is available.","start":0.16,"end":4.5,"sentiment":"neutral","sentiment_score":0.0056467299873474985}],"sentiment":"neutral","sentiment_score":0.0056467299873474985,"channel":1,"num_words":16,"start":0.16,"end":4.5},{"sentences":[{"text":"Larissa, Arcview Financial.","start":11.12,"end":12.58,"sentiment":"neutral","sentiment_score":0.05431753148635229}],"sentiment":"neutral","sentiment_score":0.05431753148635229,"channel":0,"num_words":3,"start":11.12,"end":12.58},{"sentences":[{"text":"Thanks.","start":17.055,"end":17.555,"sentiment":"positive","sentiment_score":0.4018933176994324},{"text":"Please stay on the line.","start":17.775,"end":19.155,"sentiment":"neutral","sentiment_score":0.2131636619567871},{"text":"Hello?","start":23.695,"end":24.195,"sentiment":"neutral","sentiment_score":0.07784423232078552}],"sentiment":"neutral","sentiment_score":0.2207936942577362,"channel":1,"num_words":7,"start":17.055,"end":24.195},{"sentences":[{"text":"Hi.","start":25.89,"end":26.37,"sentiment":"neutral","sentiment_score":0.17739588022232056},{"text":"Good afternoon, Sasha.","start":26.37,"end":27.97,"sentiment":"neutral","sentiment_score":0.3320407172044118},{"text":"It's Larissa from Ophi Financial.","start":27.97,"end":29.65,"sentiment":"neutral","sentiment_score":0.21465970873832702},{"text":"How are you going?","start":29.65,"end":30.55,"sentiment":"neutral","sentiment_score":0.23118697479367256}],"sentiment":"neutral","sentiment_score":0.24396649805399087,"channel":0,"num_words":13,"start":25.89,"end":30.55},{"sentences":[{"text":"Not too bad.","start":31.060001,"end":31.86,"sentiment":"neutral","sentiment_score":0.16704479853312174},{"text":"What about you, Larissa?","start":31.86,"end":33.0,"sentiment":"neutral","sentiment_score":0.1271108891814947}],"sentiment":"neutral","sentiment_score":0.14422542176076344,"channel":1,"num_words":7,"start":31.060001,"end":33.0},{"sentences":[{"text":"Really good.","start":33.73,"end":34.71,"sentiment":"positive","sentiment_score":0.6064426898956299},{"text":"Thank you.","start":34.93,"end":35.83,"sentiment":"positive","sentiment_score":0.6198973059654236},{"text":"I was just giving you a call.","start":36.61,"end":38.63,"sentiment":"neutral","sentiment_score":0.14586726150342397},{"text":"Your resume was handed to me by our chief of 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1PM.","start":390.26,"end":393.0,"sentiment":"neutral","sentiment_score":0.07678648084402084},{"text":"I can do in the morning or later in the hour of the year.","start":393.3,"end":397.88,"sentiment":"neutral","sentiment_score":0.062287013711673875}],"sentiment":"neutral","sentiment_score":0.06208574088911215,"channel":1,"num_words":24,"start":389.3,"end":397.88},{"sentences":[{"text":"Would say 02:30, 03:00 work for you?","start":399.035,"end":402.17502,"sentiment":"neutral","sentiment_score":0.0392585779939379}],"sentiment":"neutral","sentiment_score":0.0392585779939379,"channel":0,"num_words":7,"start":399.035,"end":402.17502},{"sentences":[{"text":"Yeah.","start":402.5,"end":402.82,"sentiment":"neutral","sentiment_score":0.15540340542793274},{"text":"That sounds perfect.","start":402.82,"end":403.88,"sentiment":"positive","sentiment_score":0.3774426579475403}],"sentiment":"neutral","sentiment_score":0.3219328448176384,"channel":1,"num_words":4,"start":402.5,"end":403.88},{"sentences":[{"text":"K.","start":404.85,"end":405.09003,"sentiment":"neutral","sentiment_score":0.1755165159702301},{"text":"Perfect.","start":405.09003,"end":405.59003,"sentiment":"neutral","sentiment_score":0.3168528974056244},{"text":"I have your email address, but what I'll do","start":405.73,"end":407.65002,"sentiment":"neutral","sentiment_score":0.08937482328878509}],"sentiment":"neutral","sentiment_score":0.11788571117953821,"channel":0,"num_words":11,"start":404.85,"end":407.65002},{"sentences":[{"text":"Yeah.","start":407.57498,"end":408.07498,"sentiment":"neutral","sentiment_score":0.15736398100852966}],"sentiment":"neutral","sentiment_score":0.15736398100852966,"channel":1,"num_words":1,"start":407.57498,"end":408.07498},{"sentences":[{"text":"is I will send you a calendar invite, and I'll send you, like, an information email that has all of the details on, you know, where to go and and such like that.","start":407.65002,"end":418.835,"sentiment":"neutral","sentiment_score":0.16618403837536322},{"text":"And that way, you have a a direct contact.","start":418.835,"end":420.435,"sentiment":"neutral","sentiment_score":0.20635987321535745},{"text":"So if you do need to reschedule or anything pops up, you can reach out and do so.","start":420.435,"end":424.775,"sentiment":"neutral","sentiment_score":0.19275951054361132}],"sentiment":"neutral","sentiment_score":0.18018305525183678,"channel":0,"num_words":60,"start":407.65002,"end":424.775},{"sentences":[{"text":"Perfect.","start":425.13,"end":425.53,"sentiment":"positive","sentiment_score":0.5947505235671997},{"text":"Thanks for that.","start":425.53,"end":426.59003,"sentiment":"positive","sentiment_score":0.6872862577438354}],"sentiment":"positive","sentiment_score":0.6641523241996765,"channel":1,"num_words":4,"start":425.13,"end":426.59003},{"sentences":[{"text":"No.","start":426.51498,"end":426.755,"sentiment":"positive","sentiment_score":0.46750715374946594},{"text":"Not a problem at all, Sasha.","start":426.755,"end":428.055,"sentiment":"positive","sentiment_score":0.5554009974002838},{"text":"Pleasure speaking to you, and I look forward to speaking to you and meeting you next Tuesday on the fourteenth.","start":428.15,"end":433.05002,"sentiment":"positive","sentiment_score":0.6678136542439461}],"sentiment":"positive","sentiment_score":0.63541430455667,"channel":0,"num_words":27,"start":426.51498,"end":433.05002},{"sentences":[{"text":"It's on the fourteenth.","start":432.79498,"end":434.315,"sentiment":"neutral","sentiment_score":0.30566928908228874},{"text":"Yeah.","start":434.315,"end":434.555,"sentiment":"positive","sentiment_score":0.5289354920387268},{"text":"Looking forward for that.","start":434.555,"end":435.51498,"sentiment":"positive","sentiment_score":0.7646665275096893},{"text":"Thanks for that.","start":435.51498,"end":436.07498,"sentiment":"positive","sentiment_score":0.8879265189170837},{"text":"You have a nice day.","start":436.07498,"end":437.215,"sentiment":"positive","sentiment_score":0.817552101612091}],"sentiment":"positive","sentiment_score":0.6801069896010792,"channel":1,"num_words":17,"start":432.79498,"end":437.215},{"sentences":[{"text":"You too.","start":437.27002,"end":438.01,"sentiment":"positive","sentiment_score":0.5591654777526855},{"text":"Bye.","start":438.23,"end":438.73,"sentiment":"positive","sentiment_score":0.3404746949672699}],"sentiment":"positive","sentiment_score":0.486268550157547,"channel":0,"num_words":3,"start":437.27002,"end":438.73},{"sentences":[{"text":"Right.","start":439.035,"end":439.535,"sentiment":"neutral","sentiment_score":-0.08141642808914185}],"sentiment":"neutral","sentiment_score":-0.08141642808914185,"channel":1,"num_words":1,"start":439.035,"end":439.535}]},"summary":{"result":"success","short":"A representative from OFinancial Financial called a financial adviser named Larissa to ask about her role as a financial adviser and whether there is a conflict with her being a director of a current firm. Larissa explains that she is currently a financial adviser and director and needs to transition from her current position. The representative asks about Larissa's current book and suggests scheduling an interview for a later date."},"intents":{"segments":[{"text":"I was just giving you a call. Your resume was handed to me by our chief of staff Yep. as she's currently reviewing resumes. And I it was passed over to me because I did note that you're a current director of a firm, and I just wanted to, I guess, ask you a few questions, if that's okay? Yeah.","start_word":50,"end_word":109,"intents":[{"intent":"Ask questions","confidence_score":0.12126036},{"intent":"Check application process","confidence_score":0.00422207}]},{"text":"So we're, obviously, as you saw on the ad, looking for a financial adviser, and I can see that you're financial adviser and director. And I just, I guess, wanted to understand a little bit about what your role is as we're looking for a financial adviser to step into Oakview, and whether there's potentially a conflict with you being a director of a current company or what your actual role exists doing.","start_word":115,"end_word":187,"intents":[{"intent":"Understand role","confidence_score":0.87011963}]},{"text":"So if I get a job, then maybe I do I can bring my book with me, and we'll go from there. Does that make sense, Orissa? Yeah.","start_word":266,"end_word":293,"intents":[{"intent":"Apply for job","confidence_score":0.6400756},{"intent":"Bring book","confidence_score":0.16368438}]},{"text":"Can I ask whether you would look to bring your book over in terms of, like, a corporate authorized representative stature, or you would wanna become a PAYG employee looking to possibly bring your clients across under our license and they would become o two clients? Yes.","start_word":350,"end_word":396,"intents":[{"intent":"Inquire about book options","confidence_score":0.007927947},{"intent":"Discuss license terms","confidence_score":0.10355055}]},{"text":"I could definitely explore the options out there, whatever the company wants me to do. I feel like bringing a client to your organization would be more sensible thing to do. Is that right? Yeah.","start_word":396,"end_word":430,"intents":[{"intent":"Consider client options","confidence_score":0.0019012666}]},{"text":"does your current book look like? Like, number of clients?","start_word":572,"end_word":581,"intents":[{"intent":"Ask about current book","confidence_score":0.039275374},{"intent":"Ask about current book","confidence_score":0.0783121},{"intent":"Ask about current book","confidence_score":0.119093634}]},{"text":"On the HOG 24, it's under $6,700 k. And on the BP, it's around 2 mil. Okay.","start_word":632,"end_word":648,"intents":[{"intent":"Inquire about fund balance","confidence_score":0.001463529}]},{"text":"So I guess with respect to, like, winding down your business, your you like, you would look to essentially, like, I guess, wind down transfer Yeah. your your current book and then move over. That's it. That's it. If the Yep. opportunities are right, then Yeah. Yeah. And then, yeah, obviously, transition out of the business and and you would face operating that. yeah.","start_word":652,"end_word":715,"intents":[{"intent":"Seek guidance on stepping out of business","confidence_score":7.8767977e-7}]},{"text":"Well, would you, I guess, be willing to come in for an interview with me so we can, I guess, go through a few additional questions, kind of go through and I can learn a little bit more about yourself and you can obviously learn a little bit more about Oakview? What does your, I guess, calendar look like? Alright. Let me have a look. Sometime next week?","start_word":849,"end_word":916,"intents":[{"intent":"Schedule call with adviser","confidence_score":0.04781786}]}]},"sentiments":{"segments":[{"text":"If you record your name and reason for calling, I'll see if this person is available. Larissa, Arcview Financial.","start_word":0,"end_word":18,"sentiment":"neutral","sentiment_score":0.01929742842912674},{"text":"Thanks.","start_word":19,"end_word":19,"sentiment":"positive","sentiment_score":0.4018933176994324},{"text":"Please stay on the line. Hello? Hi. Good afternoon, Sasha. It's Larissa from Ophi Financial. How are you going? Not too bad. What about you, Larissa?","start_word":20,"end_word":45,"sentiment":"neutral","sentiment_score":0.20923464000225067},{"text":"Really good. Thank you.","start_word":46,"end_word":49,"sentiment":"positive","sentiment_score":0.599527895450592},{"text":"I was just giving you a call. Your resume was handed to me by our chief of staff Yep. as she's currently reviewing resumes. And I it was passed over to me because I did note that you're a current director of a firm, and I just wanted to, I guess, ask you a few questions, if that's okay? Yeah. Yeah. Sure. Sure. Yeah. Cool. So we're, obviously, as you saw on the ad, looking for a financial adviser, and I can see that you're financial adviser and director. And I just, I guess, wanted to understand a little bit about what your role is as we're looking for a financial adviser to step into Oakview, and whether there's potentially a conflict with you being a director of a current company or what your actual role exists doing. And then, you know, depending on, obviously, your answer there, maybe some follow-up questions, but I guess I just wanted to get a bit of an understanding as to where you're currently sitting. No. That's all good. Yeah. Because I established my company last November, and I thought I'll go on my own. But the things aren't picking up really well, so I feel like maybe I need to go back getting a job. So, hence, I applied. So if I get a job, then maybe I do I can bring my book with me, and we'll go from there. Does that make sense, Orissa? Yeah. That do. That that sorry. That does make sense. Yeah. Okay. So I guess with with that, I understand, like, on the application, you said you needed four weeks, like, That's I guess, it. transition time. Exactly. And I you just said that you would you were sort of looking to possibly bring your book. Can I ask whether you would look to bring your book over in terms of, like, a corporate authorized representative stature, or you would wanna become a PAYG employee looking to possibly bring your clients across under our license and they would become o two clients?","start_word":50,"end_word":394,"sentiment":"neutral","sentiment_score":-0.0034996431320905687},{"text":"Yes. I could definitely explore the options out there, whatever the company wants me to do. I feel like bringing a client to your organization would be more sensible thing to do.","start_word":395,"end_word":426,"sentiment":"positive","sentiment_score":0.4746401011943817},{"text":"Is that right? Yeah. Alright. Yeah. No. That's okay. Well, what I can do is what does your I guess so, like, I guess, in terms of, like, your own book, Yes. if you did, like like if we did go to an interview and then you were successful and and you did come to a a full time role, what, I guess, parameters does your current licensee have for you to actually bring your clients across? Is there any issues with you doing so? I was looking at my car agreement and SA agreement that I need to let the client know within fourteen days of canceling my car. Then Yep. if the client signs all the document, then I could freely bring the clients to a new car. Okay. And if if I may be as bold as to ask, what No. Sure. does your current book look like? Like, number of clients? A number because I've got few clients on fee for service agreement and ongoing service agreement. So in terms of fee for service, I've got around 10 clients and ongoing service clients around 15, which includes insurance Okay. as well. Okay. Do you know what your funds under management are? On the HOG 24, it's under $6,700 k. And on the BP, it's around 2 mil. Okay. Alright. Cool. Alright. So I guess with respect to, like, winding down your business, your you like, you would look to essentially, like, I guess, wind down transfer Yeah. your your current book and then move over. That's it. That's it. If the Yep. opportunities are right, then Yeah. Yeah. And then, yeah, obviously, transition out of the business and and you would face operating that. yeah. Going from there, like so can I ask how have you organically, I guess, grown your clients currently? Was it, like, have you used lead generation? Has it just been organic growth through communication? Why do you feel as though the business may not have been successful so far? I have used my friends and family as growing the business organically. Also, I have been reaching out with few mortgage brokers' accountants. And last couple of weeks has been quite dry, and I feel like it's affecting my cash flow because I'm building a house in Helensvale as well. So I feel like maybe I need a consistent cash coming into my bank account in order to pay mortgage and take care of the household. Yeah. Alright. That's that's completely fair enough. Alright. Well, would you, I guess, be willing to come in for an interview with me so we can, I guess, go through a few additional questions, kind of go through and I can learn a little bit more about yourself and you can obviously learn a little bit more about Oakview? What does your, I guess, calendar look like? Alright. Let me have a look. Sometime next week? Yep. That would be absolutely fine. Would I would have to do Tuesday, Wednesday rather than Monday. I am quite booked Monday. That's all. Or Monday. Tuesday sounds good. Mhmm. What time suits you? I've got one appointment at 1PM. I can do in the morning or later in the hour of the year. Would say 02:30, 03:00 work for you? Yeah.","start_word":427,"end_word":978,"sentiment":"neutral","sentiment_score":0.015860439602018207},{"text":"That sounds perfect.","start_word":979,"end_word":981,"sentiment":"positive","sentiment_score":0.38271188735961914},{"text":"K. Perfect. I have your email address, but what I'll do Yeah. is I will send you a calendar invite, and I'll send you, like, an information email that has all of the details on, you know, where to go and and such like that. And that way, you have a a direct contact. So if you do need to reschedule or anything pops up, you can reach out and do so.","start_word":982,"end_word":1053,"sentiment":"neutral","sentiment_score":0.17269141972064972},{"text":"Perfect. Thanks for that. No. Not a problem at all, Sasha. Pleasure speaking to you, and I look forward to speaking to you and meeting you next Tuesday on the fourteenth.","start_word":1054,"end_word":1084,"sentiment":"positive","sentiment_score":0.6257593631744385},{"text":"It's on the fourteenth.","start_word":1085,"end_word":1088,"sentiment":"neutral","sentiment_score":0.2954588830471039},{"text":"Yeah. Looking forward for that. Thanks for that. You have a nice day. You too. Bye.","start_word":1089,"end_word":1104,"sentiment":"positive","sentiment_score":0.6981120109558105},{"text":"Right.","start_word":1105,"end_word":1105,"sentiment":"neutral","sentiment_score":0.25629597902297974}],"average":{"sentiment":"neutral","sentiment_score":0.07132057346260792}}}}