Description

In this episode, Mark is joined by Brayden Kliendienst, a dynamic and dedicated financial advisor from Invest Blue. 

After recently completing his Professional Year & inheriting a book of clients from a previous advisor, Brayden shares his insights and experiences on how integrating Lumiant  has differentiated his client experience for these clients.  

He shares 3 client success stories all with practical tips for new advisors and/or those inheriting books and wanting to expedite their relationship with clients. 

Key Takeaways from this episode:

• How Brayden used Lumiant to expedite trust & rapport. 
• How Brayden used effective survey prepositioning to overcome resistance, enhance engagement and personalize the experience.
• How Brayden uncovered hidden client values, guiding clients to embrace changes, like guilt-free spending or new investments, empowering them to live their best lives confidently.

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