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Konten disediakan oleh Ryan J Melton. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ryan J Melton atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Supporting People Through Their Darkest Moments - Bruce Cortesi

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Manage episode 434985499 series 3114036
Konten disediakan oleh Ryan J Melton. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ryan J Melton atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Podcast guest Bruce Cortesi: https://planwise.co.nz/

Chapters

00:00 Bringing Back the Passion: Providing Good Outcomes in the Financial Services Industry

08:10 The Importance of Building Relationships in the Advisor-Client Dynamic

14:11 Critiquing the Focus on Regulations and Transaction-Based Approaches

18:17 Addressing the Lack of Support for Advisors in Sensitive Situations

23:57 Promoting the Real Value and Positive Impact of the Profession

29:27 Rethinking Insurance

31:17 The Changing Landscape of the Insurance Industry in New Zealand

33:24 The Importance of Being Involved in the Claims Process

37:36 Establishing Relationships with Claim Specialists

54:20 Navigating Policy Contracts for Successful Claims

  continue reading

493 episode

Artwork
iconBagikan
 
Manage episode 434985499 series 3114036
Konten disediakan oleh Ryan J Melton. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ryan J Melton atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Podcast guest Bruce Cortesi: https://planwise.co.nz/

Chapters

00:00 Bringing Back the Passion: Providing Good Outcomes in the Financial Services Industry

08:10 The Importance of Building Relationships in the Advisor-Client Dynamic

14:11 Critiquing the Focus on Regulations and Transaction-Based Approaches

18:17 Addressing the Lack of Support for Advisors in Sensitive Situations

23:57 Promoting the Real Value and Positive Impact of the Profession

29:27 Rethinking Insurance

31:17 The Changing Landscape of the Insurance Industry in New Zealand

33:24 The Importance of Being Involved in the Claims Process

37:36 Establishing Relationships with Claim Specialists

54:20 Navigating Policy Contracts for Successful Claims

  continue reading

493 episode

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