Mark is joined by James Williamson from Millhaven Financial Services in Sydney. 

James joins Mark to discuss two great client examples. One where they've just completed the Annual Progress Meeting, reviewing the values they set last year. The other, where James experienced first hand the shift in power between the CFO spouse (a CEO by trade) and his wife the Non-CFO spouse as they unpacked their contrasting values. 

James covers:

• How he conducts the review experience as it pertains to values
• How he uses "How do you feel" questions to bring connection to the intangibles of advice
• How you must stick to your process even in the face of a client that may not be initially be into the values conversation and
• How he navigated the values discussion when the CFO and Non-CFO spouse had contrasting values

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.