Mark is joined by Sue Viskovic Managing Director of Elixir Consulting, a team of expert consultants that empower advisers to deliver better advice through the evolution of better business practices.

Sue joins Mark to discuss the often overlooked change management side of things, for business owners or practice managers looking to implement a values based experience into their practice. 

Sue covers:

• How business can get really clear on what you're trying to create
• What are they steps you need to consider before implementing new processes or technology
• How you can create systems and still personalise the client experience at scale
• The impact of involving your entire team in the change and celebrating little wins
• The importance of the dreaded "Role Play"

To learn more about how Lumiant can help you embed values based advice into your business click here

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