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Indhold leveret af Ryan J Melton. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Ryan J Melton eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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The Truth About Financial Planning: It's Not Just About Money - Peter Crawford

58:30
 
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Manage episode 440083468 series 3114036
Indhold leveret af Ryan J Melton. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Ryan J Melton eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

487 episoder

Artwork
iconDel
 
Manage episode 440083468 series 3114036
Indhold leveret af Ryan J Melton. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Ryan J Melton eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

487 episoder

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