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The shift from adviser led conversation, to client led conversation - James Wortley, Director of Enlightened Financial Solutions
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In the inaugural Lumiant Live podcast, Mark is joined by James Wortley, Director of Enlightened Financial Solutions in Mackay.
James joins mark to discuss how he brought values based advice to life with a retiring business owner client.
James covers:
- how using a values based advice experience shifts from an adviser led conversation to client led.
- the questions he asks to unpack his clients values and turns them into goals
- navigating the differing values between the CFO and Non CFO spouse
To learn more about how Lumiant can help you embed values based advice into your business click here
More of a visual person? You can watch the episode on our youtube channel here.
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