Art of Building Unbreakable Client Relationships

2 ott 2023 · 1 h 46 min. 30 sec.
Art of Building Unbreakable Client Relationships
Capitoli

01 · Introducing Bruce Weinstein, a Resilient Financial Expert

2 sec.

02 · The Journey: From Rise to Fall

1 min. 41 sec.

03 · Reinventing at 53: Struggles and Epiphany

5 min. 35 sec.

04 · Fiduciary Responsibility and Problem-Solving Approach

11 min. 5 sec.

05 · Importance of Planning for Business Owners and Entrepreneurs

20 min. 48 sec.

06 · The Importance of Long-Term Care Insurance and Avoiding Bankruptcy

24 min. 30 sec.

07 · The Importance of Starting Financial Planning Today

28 min. 37 sec.

08 · Evaluating committed and discretionary expenses in budgeting

32 min. 58 sec.

09 · Maximizing cashflow and taking advantage of company benefits

36 min. 18 sec.

10 · The Consequences of Maintaining Low Interest Rates and Inflation

40 min. 12 sec.

11 · Inflation and the impact on everyday decisions

42 min. 44 sec.

12 · Advice for individuals and families to navigate the uncertain economy

46 min. 31 sec.

13 · The importance of seizing opportunities in business and life

50 min. 27 sec.

14 · Building a Trusted Advisor Group

54 min. 25 sec.

15 · Attracting clients based on personal values and attitudes

1 h

16 · Losing Everything: Money vs. Health

1 h 5 min. 32 sec.

17 · Embracing Failure and Building a Business with Purpose

1 h 8 min. 44 sec.

18 · Engagement with Listeners and Invitation for Questions

1 h 12 min. 47 sec.

19 · Introduction to the Right to Financial Dignity

1 h 13 min. 38 sec.

20 · Challenging the Sale of Unsuitable Investments

1 h 18 min. 44 sec.

21 · Gratitude for Support from Fraternity Brothers

1 h 23 min. 1 sec.

22 · Delaying Personal Profits for Business Growth

1 h 26 min. 19 sec.

23 · "Buy Back Your Time" - Dan Martell's Book Recommendation

1 h 27 min. 16 sec.

24 · A Master Class Conversation with Bruce

1 h 29 min.

25 · Bruce's Expertise: Insurance, Finance, and More

1 h 32 min. 5 sec.

26 · The Desire to Leave a Positive Legacy

1 h 37 min. 16 sec.

27 · The Importance of Having a Plan for Success

1 h 38 min. 31 sec.

Descrizione

In this riveting episode, we dive deep into the art of building unbreakable bonds with clients and why going the extra mile can make all the difference. Learn how to...

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In this riveting episode, we dive deep into the art of building unbreakable bonds with clients and why going the extra mile can make all the difference. Learn how to be a "yes" person, offering more than just your expertise to win trust and loyalty. From connecting clients with industry experts to advocating for their needs, our guest Bruce Weinstein shares real-world examples that underscore the importance of genuine care in business relationships.

We also touch on the transformative power of setbacks. Hear about a pivotal moment in 2016 that led to a renewed sense of purpose and passion for helping others. Bruce opens up about the importance of legacy and how sharing his message has become his ultimate goal.But that's not all! We explore the concept of financial dignity—having the resources for a comfortable retirement and the freedom to choose your path.

Bruce shares invaluable insights from his workshops and webinars, using vivid metaphors to drive home the importance of financial planning. In a heartfelt segment, Bruce talks about personal challenges that have shaped his views on money and life. From a family history marred by illness and divorce to professional experiences that tested his integrity, Bruce's journey is a testament to the resilience of the human spirit.

As we wrap up, Bruce offers his wisdom on financial and insurance matters, emphasizing his open-door policy for free consultations. We also delve into books that have influenced his approach to money and time management, such as "The Power of Broke" and "Buy Back Your Time."Don't miss out on this enriching conversation!

Bruce leaves us with thought-provoking questions about legacy and what truly matters in life. So, if you're looking to elevate your client relationships, gain financial freedom, or find inspiration to overcome life's hurdles, this episode is for you!
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Autore Serebro Studios Inc
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