Description

Mark is joined by his first overseas guest, Mark Ciucci. Mark Ciucci has had an illustrious career in the US as Vice President of training and onboarding at Goldman Sachs. He was also a founder and Senior Vice President of Planning & Guidance at United Capital .

Mark joins the podcast to discuss his experience in creating the values based card game at United Capital, howe he trained it, and the questions he learned were the best way to facilitate the right conversation. 

Mark covers:

• His journey of experience design & implementation of values based advice at United Capital. 
• The 3 rules who used to set the tone for the values cards conversation
• What follow up question to use when a client is dodging the "why is it important to you" question. 
• How practice managers can overcome the objection "my client won't want to do that".

To learn more about how Lumiant can help you embed values based advice into your business click here

More of a visual person? You can watch the episode on our youtube channel here.