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Get comfortable being uncomfortable, taking the 1st step
Manage episode 382431413 series 3333605
Вміст надано Mark Akeroyd. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Mark Akeroyd або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this episode, we have Xander Hawes as our featured guest, Financial Advisor with Invest Blue. Xander shares how financial advisors can gain valuable insights from both new & existing clients by embracing a streamlined process and stepping into sometimes uncomfortable values centric conversations.
Xander shares two personal client stories with tips & insights such as:
- The need to step out of the comfort zone to achieve better client experiences and improve retention.
- The significance of following a streamlined values process, showcasing how it adds value to both advisors and clients.
- The balance of experience vs just following process.
- The value of prioritizing clients' values and goals in financial planning, resulting in a more personalized and transformational experience for client, regardless of the length of time you've had a relationship with them.
To learn more about how Lumiant can help you engage clients with values-based advice visit www.lumiant.io
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