))
Stories and values themes from a retirement and social security specialist - Mike Mcleod, Enlightened Financial Solutions
Manage episode 344343186 series 3333605
Contenido proporcionado por Mark Akeroyd. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Mark Akeroyd o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode we're joined by Mike Mcleod from Enlightened Financial Solutions who isa retirement and social security specialist for mum & dad type clients at Enlightened Financial Solutions, Mackay.
Mike brings in a couple experiences with his retiree clients as well as shares some great insights into:
- His own change journey from not wanting to have these conversations for himself, but not precluding his clients from experiencing it
- How he builds mutual trust with clients
- How he uses storytelling to create impact
- The key values themes he hears from his specialist client base
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
42 episodios
Compartir
