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The podcast for advice professionals that believe in a values-based advice experience but still have that question “how does it all work?”. The Lumiant Live podcasts connects listeners with other advice professionals to hear best practice client stories or business examples and lifts the lid on how they made it happen.

Listen now:

The 10 Traits of Values Based Advisers

Host of Lumiant Live,Mark Akeroyd reflects on the 10 most common traits of his season 1 guests and what we can learn from them. Download the pdf below to learn more and see which episodes and experts they relate too. 

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name10 Traits of Values-Based Advisors.pdf