Mark is joined by Scott Douglas Director and Wealth Specialist from IMFG Corporate Wealth Solutions in Sydney.
Over this 2 part episode, Scott and Mark discuss how Scott has managed changing to a values based experience with his clients, his 10 advisers and his broader business.
In part 2, Scott discusses the change management side of implementing a values based advice experiences across his practice. He covers:
* The steps he took to embed the experience in the DNA of IMFG
* How he engaged his advisers in the change
* How he broke down each step of the process to align internal processes and the client facing website
* The benefit of having experience advisers take the lead in client meetings to role model the change
To learn more about how Lumiant can help you embed values based advice into your business click visit www.lumiant.io