In this episode, we have Xander Hawes as our featured guest, Financial Advisor with Invest Blue. Xander shares how financial advisors can gain valuable insights from both new & existing clients by embracing a streamlined process and stepping into sometimes uncomfortable values centric conversations.
Xander shares two personal client stories with tips & insights such as:
- The need to step out of the comfort zone to achieve better client experiences and improve retention.
- The significance of following a streamlined values process, showcasing how it adds value to both advisors and clients.
- The balance of experience vs just following process.
- The value of prioritizing clients' values and goals in financial planning, resulting in a more personalized and transformational experience for client, regardless of the length of time you've had a relationship with them.
To learn more about how Lumiant can help you engage clients with values-based advice visit www.lumiant.io
