In this episode, our guest is Wayne Elliot from Albert, Delany & Elliot Financial Services in Wynnum, Queensland.
Wayne & Mark discuss a couple client examples of Wayne's which highlight how he brings values based advice to life with Lumiant.
In particular Wayne shares:
* How he helps a client visualise and connect with their goals by asking "and who are you doing that with?"
* His review experience which is more about"re-focusing"
* How his "best life" advice experience with his clients focuses on recognising where they've come from, celebrating where they are now and looking towards the future
* A true intergenerational wealth experience advising across family generations
* How he's using the Lumiant process for his own business succession planning
To learn more about how Lumiant can help you embed values based advice into your business click visit www.lumiant.io