Mark is joined by Werner Jansen from Purpose Wealth in Sydney. This is our first conversation that’s had so many insights we’ve decided to break it up into 2 parts! In part 1 you’ll hear Werner bring to life a client example and discuss:  

• How his business has 3 specialist hats that help with clients as opposed to one person having to own 3 hats
• How he plays the facilitation role with clients
• How he inspires action in his clients by linking values to actions required. 
• How he assess the impact of his strategies on a client’s values when it comes to review and;
• How he explains to clients it’s not always about more money but getting more out of life

To learn more about how Lumiant can help you embed values based advice into your business click visit www.lumiant.io

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