The Truth About Financial Planning: It's Not Just About Money - Peter Crawford
Sep 15, 2024 ·
58m 30s
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Description
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...
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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
show less
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
Information
| Author | Jordan Greville |
| Organization | Jordan Greville |
| Website | - |
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