Webinar: Discover your client's values with Lumiant [Webinar]

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

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

 

Values Activity Training.pdf

Webinar slides_ Discover your client values with Lumiant .pdf