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Respecting both voices & the balance across 8 dimensions of wellbeing - Mark Pearson, Innovative Wealth Solutions
Manage episode 326593228 series 3333605
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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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