Переходьте в офлайн за допомогою програми Player FM !
The Truth About Financial Planning: It's Not Just About Money - Peter Crawford
Manage episode 440083468 series 3114036
Podcast guest Peter Crawford: https://adastra.co.nz/
Chapters
00:00 Attributes of a Good Financial Advisor
06:44 The Motivations Behind Buying Insurance
08:42 Financial Planning: Plan A and Plan B
14:01 The Role of Sales in Financial Advisory
19:18 Challenges of Work-Life Balance and Mental Health
25:46 Difficult Conversations in the Financial Advisor Role
28:53 Specialist Insurance Companies and Worldwide Coverage
32:32 Introduction and the Importance of Travel Insurance
35:44 Navigating Sensitive Health Issues with Clients
37:51 The Evolving Nature of Insurance Coverage
48:37 The Value of Investment Advising and Managing Expectations
468 епізодів
Manage episode 440083468 series 3114036
Podcast guest Peter Crawford: https://adastra.co.nz/
Chapters
00:00 Attributes of a Good Financial Advisor
06:44 The Motivations Behind Buying Insurance
08:42 Financial Planning: Plan A and Plan B
14:01 The Role of Sales in Financial Advisory
19:18 Challenges of Work-Life Balance and Mental Health
25:46 Difficult Conversations in the Financial Advisor Role
28:53 Specialist Insurance Companies and Worldwide Coverage
32:32 Introduction and the Importance of Travel Insurance
35:44 Navigating Sensitive Health Issues with Clients
37:51 The Evolving Nature of Insurance Coverage
48:37 The Value of Investment Advising and Managing Expectations
468 епізодів
Усі епізоди
×Ласкаво просимо до Player FM!
Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.