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As well as this, Lumiant has integrated Amazon Transcribe that allows you to convert voice to text during your Values conversations. This gives you more time to focus on your clients in the moment, rather than worrying about taking notes. To learn more about Lumiant’s voice to text feature, you can read here: Voice to Text
During the session, if you do feel the need to capture information quickly – we recommend utilising Quick Goals. This can be used most efficiently by hearing a goal come up in conversation, hitting quick goal, capturing it and then moving on and re-visiting once your session is over:
Another useful tip in utilising Quick Goals is to add them off the back of your client’s initial survey. From here, you will have them accessible and then can edit them after your Values conversation if needed.
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For more examples on how you can ask a values based question in multiple ways, read this article:What are the Values Statements?
As well as this, we believe success in turning Values into goals can come from asking just one further question when your client is already in a comfortable situation. The reasoning behind this is that often probing that one step extra when your client is already comfortable, allows for that deeper level of information to come out so you have a full understanding of the why behind their values.
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Once you have had the conversation with your client and used your adviser experience to determine what is important or urgent, you are able to drag these accordingly on the platform to establish their order.
Our final tip in turning values into goals is to go back into the goals after the Value session to re-edit and ensure the Dashboard is grammatically correct and embodies what your client would like to achieve. This ensures your conversation accurately reflects the Dashboard.
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