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




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