Get comfortable being uncomfortable, taking the 1st step

Lumiant Live

In this episode, we have Xander Hawes as our featured guest, Financial Advisor with Invest Blue. Xander shares how financial advisors can gain valuable insights from both new & existing clients by embracing a streamlined process and stepping into sometimes uncomfortable values centric conversations.
Xander shares two personal client stories with tips & insights such as:

• The need to step out of the comfort zone to achieve better client experiences and improve retention.
• The significance of following a streamlined values process, showcasing how it adds value to both advisors and clients.
• The balance of experience vs just following process.
• The value of prioritizing clients' values and goals in financial planning, resulting in a more personalized and transformational experience for client, regardless of the length of time you've had a relationship with them.

To learn more about how Lumiant can help you engage clients with values-based advice visit www.lumiant.io