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This Lumiant training webinar will dig deeper into client values and how to run a successful values session.

 


Joined by special guests James Williamson of Millhaven Financial Services & James Wortley of Enlightened Financial Solutions, this webinar covers:

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  1. Values Training Activity - A training activity you can lead with the staff to help increase values session capability
  2. The webinar slides

 

 

 

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urlhttps://www.youtube.com/watch?v=S5em60yMN1E
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View file
nameValues Activity Training.pdf
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View file
nameWebinar slides_ Discover your client values with Lumiant .pdf
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