Lumiant Live

Part 2 - Permission to get messy - Brian Pasalich, CEO of Syntoniq


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We continue our conversation with Brian Pasalich, CEO of Syntoniq. 

In part 2 of the interview Brian discusses: 

  • The impact of jumping in quickly to save people when they say they don't know
  • The power of embracing healthy conflict between spouses as well as between client and advisor
  • Addressing thought "intention" versus thought "action"
  • Asking how to hold clients accountable to their plans

To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io

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Lumiant LiveBy Mark Akeroyd