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