Mark is joined by Tom Frisby, Shift Creator at DMW Strategic Consulting.

Tom specializes in Financial Services practice management, consulting, coaching and The Experience Economy instruction, helping numerous Advice Practices, design, implement and live their client experience. 

In this episode, Tom and Mark discuss:

• How Tom helps advice practices find the balance of efficiency in practice management and their client experience
• The need for Advisors to lead the client narrative to shape perception
• How advisors can shift from telling their clients "what to do" to "leading them" to the next place. 
• How advisors can truly answer - "What is it I do? What business am I in?"
• Some of the powerful questions you can use with clients to help guide their transformation to their best life. 
• What customer sacrifice means within experience design and how you can close the gap

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