Foundation Skills
Change isn't easy so we've created these articles to help you transition to using our values based advice tools
- LUMIANT ACADEMY - How to enrol and register [How-Tos]
- Pricing the value of advice [Best Practices]
- Foundation Skills - Conversation Principles [Best Practices]
- Understanding Client Behaviour [Best Practices]
- Foundation Skills - Facilitating Effective Conversations [Best Practices]
- Foundation Skills - CFO and non-CFO Partners [Best Practices]
- Foundation Skills - Archetype Scales [Best Practices]
- Foundation Skills - Behavioural Archetypes [Best Practices]
- Introducing Lumiant to clients [Getting Started]
- The Coach: How to position Lumiant with your clients [Best Practice]
- Training Activity - Picking your first clients [Best Practices]
- Protocol: Initial Enquiry [Best Practices]
- Setting up the first meeting for success [Best Practices]
- Introducing the Values [Getting Started]
- Tips for running a Values session [Best Practices]
- Protocol: Closing Conversation- Getting Commitment to Engage [Best Practices]
- Approaching Fee Conversations- Tips for discussing fees [Best Practices]
- Lumiant- 3 Steps to Practice Success [Getting Started]
- Lumiant Training Activity: 7 Steps to Success [Best Practices]
- Training Guide: The Lumiant Date Night [Best Practices]