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Home > NZ Guide to Financial Freedom > The Truth About Financial Planning: It's Not Just About Money - Peter Crawford
Podcast: NZ Guide to Financial Freedom
Episode:

The Truth About Financial Planning: It's Not Just About Money - Peter Crawford
Category: Business
Duration: 00:58:30
Publish Date: 2024-09-15 18:30:00
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 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
Total Play: 0