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内容由Mark Akeroyd提供。所有播客内容(包括剧集、图形和播客描述)均由 Mark Akeroyd 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Differentiating your experience in advisor transition

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Manage episode 380659486 series 3333605
内容由Mark Akeroyd提供。所有播客内容(包括剧集、图形和播客描述)均由 Mark Akeroyd 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, Mark is joined by Brayden Kliendienst, a dynamic and dedicated financial advisor from Invest Blue.
After recently completing his Professional Year & inheriting a book of clients from a previous advisor, Brayden shares his insights and experiences on how integrating Lumiant has differentiated his client experience for these clients.
He shares 3 client success stories all with practical tips for new advisors and/or those inheriting books and wanting to expedite their relationship with clients.
Key Takeaways from this episode:

  • How Brayden used Lumiant to expedite trust & rapport.
  • How Brayden used effective survey prepositioning to overcome resistance, enhance engagement and personalize the experience.
  • How Brayden uncovered hidden client values, guiding clients to embrace changes, like guilt-free spending or new investments, empowering them to live their best lives confidently.

To learn more about how Lumiant can help you engage clients with values-based advice visit www.lumiant.io

  continue reading

42集单集

Artwork
icon分享
 
Manage episode 380659486 series 3333605
内容由Mark Akeroyd提供。所有播客内容(包括剧集、图形和播客描述)均由 Mark Akeroyd 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, Mark is joined by Brayden Kliendienst, a dynamic and dedicated financial advisor from Invest Blue.
After recently completing his Professional Year & inheriting a book of clients from a previous advisor, Brayden shares his insights and experiences on how integrating Lumiant has differentiated his client experience for these clients.
He shares 3 client success stories all with practical tips for new advisors and/or those inheriting books and wanting to expedite their relationship with clients.
Key Takeaways from this episode:

  • How Brayden used Lumiant to expedite trust & rapport.
  • How Brayden used effective survey prepositioning to overcome resistance, enhance engagement and personalize the experience.
  • How Brayden uncovered hidden client values, guiding clients to embrace changes, like guilt-free spending or new investments, empowering them to live their best lives confidently.

To learn more about how Lumiant can help you engage clients with values-based advice visit www.lumiant.io

  continue reading

42集单集

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