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Differentiating your experience in advisor transition
Manage episode 380659486 series 3333605
المحتوى المقدم من Mark Akeroyd. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Mark Akeroyd أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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
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