Lumiant Live

Mark is joined by David Haintz from Global Adviser Alpha, a B2B consultancy helping leading global advice businesses become world class and achieve outstanding result for all stakeholders

David joins Mark to discuss how he brought values based advice to life in his time as an adviser in his own firm and how he now helps practices scale their business through a values based advice experience. 

David covers:

• How he took his business of 120 advisers from 25% conversion of new clients to 67%, doubling their client base, revenue and FUM through creating a consistent values based experience
• The power of leading with the question "What's important about money to you?"
• Dispelling the myth that just because someone has got alot of money, doesn't mean they don't want to talk about the "fluffy" stuff. 

To learn more about how Lumiant can help you embed values based advice into your business click here

More of a visual person? You can watch the episode on our youtube channel here.

In the inaugural Lumiant Live podcast, Mark is joined by James Wortley, Director of Enlightened Financial Solutions in Mackay. 

James joins mark to discuss how he brought values based advice to life with a retiring business owner client. 

James covers:

• how using a values based advice experience shifts from an adviser led conversation to client led.
• the questions he asks to unpack his clients values and turns them into goals
• navigating the differing values between the CFO and Non CFO spouse

To learn more about how Lumiant can help you embed values based advice into your business click here

More of a visual person? You can watch the episode on our youtube channel here.