Episode description

Podcast guest Racquel Sheath: https://www.efsnz.co.nz/

Chapters

00:00 Introduction and the Role of Group Messaging and Videos

02:13 Increasing Show-Up Rates and the Importance of Speed to Context

07:03 Reaching Out to Existing Clients and Effective Communication

10:04 Providing Value Beyond Insurance and Balancing Upselling

21:45 Building Trust and Enhancing Client Engagement

23:31 Understanding and Believing in Recommended Products

24:31 Managing Expectations in Financial Advising

26:52 The Dedication and Drive of Elite Athletes

30:13 Transitioning from a Career or Identity

35:55 Prioritizing Personal Happiness and Fulfillment