Art of Building Unbreakable Client Relationships

Art of Building Unbreakable Client Relationships
2 de oct. de 2023 · 1h 46m 30s

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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Capítulos

01 · Introducing Bruce Weinstein, a Resilient Financial Expert

2s

02 · The Journey: From Rise to Fall

1m 41s

03 · Reinventing at 53: Struggles and Epiphany

5m 35s

04 · Fiduciary Responsibility and Problem-Solving Approach

11m 5s

05 · Importance of Planning for Business Owners and Entrepreneurs

20m 48s

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

24m 30s

07 · The Importance of Starting Financial Planning Today

28m 37s

08 · Evaluating committed and discretionary expenses in budgeting

32m 58s

09 · Maximizing cashflow and taking advantage of company benefits

36m 18s

10 · The Consequences of Maintaining Low Interest Rates and Inflation

40m 12s

11 · Inflation and the impact on everyday decisions

42m 44s

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

46m 31s

13 · The importance of seizing opportunities in business and life

50m 27s

14 · Building a Trusted Advisor Group

54m 25s

15 · Attracting clients based on personal values and attitudes

1h

16 · Losing Everything: Money vs. Health

1h 5m 32s

17 · Embracing Failure and Building a Business with Purpose

1h 8m 44s

18 · Engagement with Listeners and Invitation for Questions

1h 12m 47s

19 · Introduction to the Right to Financial Dignity

1h 13m 38s

20 · Challenging the Sale of Unsuitable Investments

1h 18m 44s

21 · Gratitude for Support from Fraternity Brothers

1h 23m 1s

22 · Delaying Personal Profits for Business Growth

1h 26m 19s

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

1h 27m 16s

24 · A Master Class Conversation with Bruce

1h 29m

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

1h 32m 5s

26 · The Desire to Leave a Positive Legacy

1h 37m 16s

27 · The Importance of Having a Plan for Success

1h 38m 31s

Información
Autor Serebro Studios Inc
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