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The Problem with Traditional Financial Advice with Scott Innes

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Manage episode 447898994 series 3114036
内容由Ryan J Melton提供。所有播客内容(包括剧集、图形和播客描述)均由 Ryan J Melton 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Podcast guest Scott Innes Director of https://www.moneymaverick.nz/ Chapters 00:00 Introduction to Business Models in Finance 03:13 Understanding Financial Consulting and EAP Services 05:58 Navigating Client Perceptions and Industry Education 08:59 The Impact of Life Events on Financial Decisions 12:11 Challenges in Financial Planning and Retirement Awareness 15:08 Couples and Financial Communication 18:11 Tailoring Financial Advice to Individual Needs 20:48 The Role of Employers in Financial Well-being 24:06 Finding the Right Problem to Solve 28:31 Feedback and Client Engagement 30:18 Understanding KiwiSaver and Investment Strategies 32:45 Navigating Financial Advice and Client Relationships 34:35 Structuring Financial Consultations for Better Outcomes 37:56 The Importance of Action Points in Financial Planning 40:47 Motivation vs. Discipline in Financial Decisions 43:43 Breaking Down Financial Barriers and Stigmas 46:34 The Need for Financial Literacy in Education

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Artwork
icon分享
 
Manage episode 447898994 series 3114036
内容由Ryan J Melton提供。所有播客内容(包括剧集、图形和播客描述)均由 Ryan J Melton 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Podcast guest Scott Innes Director of https://www.moneymaverick.nz/ Chapters 00:00 Introduction to Business Models in Finance 03:13 Understanding Financial Consulting and EAP Services 05:58 Navigating Client Perceptions and Industry Education 08:59 The Impact of Life Events on Financial Decisions 12:11 Challenges in Financial Planning and Retirement Awareness 15:08 Couples and Financial Communication 18:11 Tailoring Financial Advice to Individual Needs 20:48 The Role of Employers in Financial Well-being 24:06 Finding the Right Problem to Solve 28:31 Feedback and Client Engagement 30:18 Understanding KiwiSaver and Investment Strategies 32:45 Navigating Financial Advice and Client Relationships 34:35 Structuring Financial Consultations for Better Outcomes 37:56 The Importance of Action Points in Financial Planning 40:47 Motivation vs. Discipline in Financial Decisions 43:43 Breaking Down Financial Barriers and Stigmas 46:34 The Need for Financial Literacy in Education

  continue reading

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