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Home > NZ Guide to Financial Freedom > Supporting People Through Their Darkest Moments - Bruce Cortesi
Podcast: NZ Guide to Financial Freedom
Episode:

Supporting People Through Their Darkest Moments - Bruce Cortesi
Category: Business
Duration: 00:59:52
Publish Date: 2024-08-19 03:09:28
Description:

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
Total Play: 0