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Welcome to part 2 of our 2 part conversation with Adam Drinkwater from Treysta and his client Steve Mark.

In this episode we flip the conversation and tap into Steve’s vast legal ethics experience to gain his and Adam’s reflections on how the Lumiant experience helps advisers meet their ethical obligation. In this episode we leverage Steve’s insights from when he helped shape the FASEA ethics education program to unpack:

• The questions advisors must ask of their process when interpreting regulation

• How advisors should consider the questions clients might consider and address these as part of their process

• The requirement to invest in interpersonal and communication skills to overcome the barriers clients might put up that obstruct truly getting to know a client’s interests

• The practice of taking yourself through your experience to feel what a client would feel

To learn more about how Lumiant can help you embed values based advice into your business visit www.lumiant.io

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