Part 1 - Permission to get messy - Brian Pasalich, CEO of Syntoniq
Manage episode 342189510 series 3333605
In this episode we're joined by Brian Pasalich, CEO of Syntoniq. Brian shares our passion for advice experiences that acknowledge the human in all of us.
In part 1 of this 2 part interview Brian discusses:
- It doesn’t matter what we think. Our role is to make clients think – How do we know our clients if they don’t know themselves?
- Acknowledging the parent/child relationship within an Advisor/Client relationship.
- Confronting without being confrontational, getting comfortable being uncomfortable in the conversation.
- The danger of "relating" to your client in the conversation
- The difference between being "liked" and making an impact.
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
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