))
Part 1 - Our first client guest...A legal ethics professor who just happens to have worked on the FASEA education program!
Manage episode 330329626 series 3333605
Content provided by Mark Akeroyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Akeroyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In a Lumiant Live first, Mark is not only joined by adviser Adam Drinkwater from Treysta Wealth but also his client, Steve Mark!
Treysta Wealth has been in practice for 30 years and Adam is one of 2 key advisers in the firm. Adam and the team proudly bring values based advice to their 400 clients.
Steve, not only is Adam's client but is a lawyer by profession. Steve's business, Creative Consequences is a law, business and regulation advisory. Steve has also been a teaching fellow in legal ethics and business law and played a key role in developing the ethics education program for people who are facing the FASEA code of conduct.
In part 1 of this 2 part series Adam, Steve and Mark discuss the experience Steve had firstly as a client, specifically talking about:
* How Adam pre-positioned the experience on his introductory call
* Steve's first impressions of the experience as a client
* How Steve offered not to go through the experience because he was only simple, and how Adam talked him through it.
* How the experience helped Steve explore who he was and what his own barriers were
* How the Investment Preferences conversation helped Steve understand what he's doing and why he's doing it when it comes to risk tolerance and investment choices.
To learn more about how Lumiant can help you embed values based advice into your business click visit www.lumiant.io
42 episoade
Distribuie
