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I've got a new process - Andrew Zbik, Creation Wealth
Manage episode 324410548 series 3333605
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Mark is joined by Andrew Zbik of Creation Wealth in Sydney.
Andrew joins the podcast to talk about a client who had significant cashflow surplus but still harnessed a desire to spend without guilt, as well as some great best practice, like how to overcome that hurdle of introducing something new to clients you've had for years!
Andrew covers:
- How he introduces his new process with clients he's got a long relationship with.
- How he prepositions the values process at the start of review meetings
- Some great tips on body language and space to hold the conversation
- Navigating the conundrum of objectively great strategies versus subjectively greater strategies
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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