In this episode we're joined by Mike Mcleod from Enlightened Financial Solutions who isa retirement and social security specialist for mum & dad type clients at Enlightened Financial Solutions, Mackay. 

Mike brings in a couple experiences with his retiree clients as well as shares some great insights into: 

• His own change journey from not wanting to have these conversations for himself, but not precluding his clients from experiencing it
• How he builds mutual trust with clients
• How he uses storytelling to create impact 
• The key values themes he hears from his specialist client base

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