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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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- Values Training Activity - A training activity you can lead with the staff to help increase values session capability
- The webinar slides
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Values Activity Training.pdf
Webinar slides_ Discover your client values with Lumiant .pdf