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Never Assume, navigating the power shift from the CFO spouse to the Non-CFO Spouse - James Williamson, Millhaven Financial Services
Manage episode 324201600 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.
Mark is joined by James Williamson from Millhaven Financial Services in Sydney.
James joins Mark to discuss two great client examples. One where they've just completed the Annual Progress Meeting, reviewing the values they set last year. The other, where James experienced first hand the shift in power between the CFO spouse (a CEO by trade) and his wife the Non-CFO spouse as they unpacked their contrasting values.
James covers:
- How he conducts the review experience as it pertains to values
- How he uses "How do you feel" questions to bring connection to the intangibles of advice
- How you must stick to your process even in the face of a client that may not be initially be into the values conversation and
- How he navigated the values discussion when the CFO and Non-CFO spouse had contrasting values
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.
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