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Part 1 - Our first client guest...A legal ethics professor who just happens to have worked on the FASEA education program!
Manage episode 330329626 series 3333605
Mark Akeroyd에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Mark Akeroyd 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In a Lumiant Live first, Mark is not only joined by adviser Adam Drinkwater from Treysta Wealth but also his client, Steve Mark!
Treysta Wealth has been in practice for 30 years and Adam is one of 2 key advisers in the firm. Adam and the team proudly bring values based advice to their 400 clients.
Steve, not only is Adam's client but is a lawyer by profession. Steve's business, Creative Consequences is a law, business and regulation advisory. Steve has also been a teaching fellow in legal ethics and business law and played a key role in developing the ethics education program for people who are facing the FASEA code of conduct.
In part 1 of this 2 part series Adam, Steve and Mark discuss the experience Steve had firstly as a client, specifically talking about:
* How Adam pre-positioned the experience on his introductory call
* Steve's first impressions of the experience as a client
* How Steve offered not to go through the experience because he was only simple, and how Adam talked him through it.
* How the experience helped Steve explore who he was and what his own barriers were
* How the Investment Preferences conversation helped Steve understand what he's doing and why he's doing it when it comes to risk tolerance and investment choices.
To learn more about how Lumiant can help you embed values based advice into your business click visit www.lumiant.io
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