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