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