The Problem With Traditional Financial Advice With Scott Innes NZ Business Owners podcast

Artwork

Business Ryan J Melton & Greg Moyle Greg Moyle Ryan J Melton Entrepreneur New Zealand

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.

NZ Business Owners »
The Problem with Traditional Financial Advice with Scott Innes

13h ago 51:08

Bagikan

MP3•Beranda episode

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 Scott Innes Director of https://www.moneymaverick.nz/ Chapters 00:00 Introduction to Business Models in Finance 03:13 Understanding Financial Consulting and EAP Services 05:58 Navigating Client Perceptions and Industry Education 08:59 The Impact of Life Events on Financial Decisions 12:11 Challenges in Financial Planning and Retirement Awareness 15:08 Couples and Financial Communication 18:11 Tailoring Financial Advice to Individual Needs 20:48 The Role of Employers in Financial Well-being 24:06 Finding the Right Problem to Solve 28:31 Feedback and Client Engagement 30:18 Understanding KiwiSaver and Investment Strategies 32:45 Navigating Financial Advice and Client Relationships 34:35 Structuring Financial Consultations for Better Outcomes 37:56 The Importance of Action Points in Financial Planning 40:47 Motivation vs. Discipline in Financial Decisions 43:43 Breaking Down Financial Barriers and Stigmas 46:34 The Need for Financial Literacy in Education

… continue reading

485 episode

#Business #Ryan J Melton & Greg Moyle #Greg Moyle #Ryan J Melton #Entrepreneur #New Zealand

Artwork

The Problem with Traditional Financial Advice with Scott Innes

NZ Business Owners

published 13h ago

Bagikan

MP3•Beranda episode

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 Scott Innes Director of https://www.moneymaverick.nz/ Chapters 00:00 Introduction to Business Models in Finance 03:13 Understanding Financial Consulting and EAP Services 05:58 Navigating Client Perceptions and Industry Education 08:59 The Impact of Life Events on Financial Decisions 12:11 Challenges in Financial Planning and Retirement Awareness 15:08 Couples and Financial Communication 18:11 Tailoring Financial Advice to Individual Needs 20:48 The Role of Employers in Financial Well-being 24:06 Finding the Right Problem to Solve 28:31 Feedback and Client Engagement 30:18 Understanding KiwiSaver and Investment Strategies 32:45 Navigating Financial Advice and Client Relationships 34:35 Structuring Financial Consultations for Better Outcomes 37:56 The Importance of Action Points in Financial Planning 40:47 Motivation vs. Discipline in Financial Decisions 43:43 Breaking Down Financial Barriers and Stigmas 46:34 The Need for Financial Literacy in Education

… continue reading

485 episode

#Business #Ryan J Melton & Greg Moyle #Greg Moyle #Ryan J Melton #Entrepreneur #New Zealand

كل الحلقات

×

Selamat datang di Player FM!

Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.

Dengarkan 500+ topik