Description

We're back for our first episode of Season 2 with our first guest from New Zealand. We're joined by James Gray from Liberty Life in Auckland. 

We excitedly got James on after he shared an amazing email he got from a client updating him on their goals. We unpack this story and learn from James: 

• how he engages the non-financial spouse
• what body language tells him about engagement 
• the powerful questions he uses to uncover the why and;
• how it's all about amplifying trust

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