Mark is joined by Mark Pearson from Innovative Wealth Solutions in Melbourne. In this episode Mark Pearson shares his reflections from two clients who he’s taken through a values-based advice experience. In this episode you’ll hear: 

• How clients can have different values but upon investigation, hold the same meaning
• How the values experience can impact the perceptions of the clients on each other
• How he pre-positions the tension that may arise in order to normalise it
• How using a values based experience can turn around the trust of a client who’s had bad experiences with advice in the past and; 
• How he explains the 8 dimensions of wellbeing and their interactivity and balance

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.