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Part 1 - Permission to get messy - Brian Pasalich, CEO of Syntoniq
Manage episode 342189510 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 this episode we're joined by Brian Pasalich, CEO of Syntoniq. Brian shares our passion for advice experiences that acknowledge the human in all of us.
In part 1 of this 2 part interview Brian discusses:
- It doesn’t matter what we think. Our role is to make clients think – How do we know our clients if they don’t know themselves?
- Acknowledging the parent/child relationship within an Advisor/Client relationship.
- Confronting without being confrontational, getting comfortable being uncomfortable in the conversation.
- The danger of "relating" to your client in the conversation
- The difference between being "liked" and making an impact.
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
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