Episode 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