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Respecting both voices & the balance across 8 dimensions of wellbeing - Mark Pearson, Innovative Wealth Solutions
Manage episode 326593228 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 Mark Pearson from Innovative Wealth Solutions in Melbourne. In this episode Mark Pearson shares his reflections from two clients who he’s taken through a values-based advice experience. In this episode you’ll hear:
- How clients can have different values but upon investigation, hold the same meaning
- How the values experience can impact the perceptions of the clients on each other
- How he pre-positions the tension that may arise in order to normalise it
- How using a values based experience can turn around the trust of a client who’s had bad experiences with advice in the past and;
- How he explains the 8 dimensions of wellbeing and their interactivity and balance
To learn more about how Lumiant can help you embed values based advice into your business click visit www.lumiant.io
More of a visual person? You can watch the episode on our youtube channel here.
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