This Lumiant training webinar will dig deeper into client values and how to run a successful values session.
Joined by special guests James Williamson of Millhaven Financial Services & James Wortley of Enlightened Financial Solutions, this webinar covers:
- How to introduce the values session to clients
- How a values session should be run - including a live role play from both James'
- The art of asking why
- The top values cards in Lumiant and what they could mean for clients
- Values Training Activity - A training activity you can lead with the staff to help increase values session capability
- The webinar slides