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:

How to introduce the values session to clients
How a values session should be run - including a live role play from both James'
The art of asking why
The top values cards in Lumiant and what they could mean for clients

Attachments

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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