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Respecting both voices & the balance across 8 dimensions of wellbeing - Mark Pearson, Innovative Wealth Solutions
Manage episode 326593228 series 3333605
Mark Akeroyd द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Mark Akeroyd या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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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