Bridges of Stories: Connecting the Unknown Moments | Dave Thomas | Ep 373 Presented By BobandDougMcKenzie.com

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Bridges of Stories: Connecting the Unknown Moments | Dave Thomas | Ep 373

See the media clip “Bridges of Stories: Connecting the Unknown Moments | Dave Thomas | Ep 373” one of alot of other video clips which showcase the well known hilarious characters of Bob and Doug McKenzie.


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In this riveting episode of NZ Business Owners, host Ryan J Melton sits down with the seasoned financial expert, Dave Thomas. Get ready for a thought-provoking exploration into the world of financial planning and education in New Zealand, as Dave sheds light on the challenges and opportunities facing individuals seeking sound financial advice. Discover the key considerations when choosing the right financial advisor, as Dave shares insights into the diverse landscape of financial professionals in New Zealand.

The episode takes an emotional turn as Dave recounts real stories of the profound impact insurance can have on people’s lives. From navigating the complexities of trauma claims to ensuring financial security in times of uncertainty, Dave reflects on his 23-year journey in the industry. Listeners will gain valuable insights into the importance of long-term relationships built on trust, care, and a genuine commitment to making a positive difference in people’s lives.

Tune in to this episode to unravel the complexities of the financial world with Dave Thomas, who not only brings expertise but also a deep passion for empowering individuals to take control of their financial futures. Whether you’re a seasoned entrepreneur or just starting your business journey, this episode is packed with wisdom and real-world experiences that will leave you inspired and better informed about the financial landscape in New Zealand. Don’t miss out on this engaging conversation that transcends numbers and charts to reveal the human side of financial planning.

Chapters-
00:00 – Introduction
02:54 – Decoding Financial Priorities
08:50 – Counting Cash and Conversations
11:55 – Advisor as Life Coach
16:06 – The Cutthroat World of Billing
17:06 – The Challenge of Client Incentivization
22:02 – Transactional Business vs. Advisory Relationships
23:00 – Streamlining the Revolution
38:15 – The Pain of Paper-Based Processes
40:45 – The Future of Financial Advice
49:15 – Financial Planning and Education in New Zealand
50:45 – Choosing the Right Financial Advisor
57:25 – The Impact of Insurance: Real Stories of Financial Security

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