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Why Planning is so important with Bruce Weinstein
Manage episode 435024268 series 3437932
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In this engaging episode of the "Doing Business with a Servant's Heart" podcast, host Steve Ramona kicks off Season 2 with an insightful conversation with Bruce Weinstein, also known as "The Plan Man." Steve and Bruce delve into their shared belief that personal and professional lives are deeply interconnected. Bruce, a seasoned financial planner, discusses his evolution in the field, starting from the days of cold-calling in the 80s to his current endeavors in financial literacy and podcasting. He shares his journey of becoming a problem-solver rather than a product-seller, emphasizing the importance of understanding clients' needs over merely pushing sales.
Bruce also highlights his commitment to raising financial literacy through his podcast "The Plan Man." He explains how the show aims to educate listeners on fundamental financial topics, from insurance to Medicare, without any product pitches or advertisements. Bruce's approach to networking is rooted in building long-term, trust-based relationships rather than cold leads, which aligns perfectly with the podcast's mission of blending service and business. Their discussion offers listeners a blend of motivation, practical advice, and the essential reminder that genuine connections and understanding can drive both personal and professional growth.
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