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Part 1 - It's not always about more money, it's about getting more out of life! - Werner Jansen, Purpose Advisory
Manage episode 327199241 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 Werner Jansen from Purpose Wealth in Sydney. This is our first conversation that’s had so many insights we’ve decided to break it up into 2 parts! In part 1 you’ll hear Werner bring to life a client example and discuss:
- How his business has 3 specialist hats that help with clients as opposed to one person having to own 3 hats
- How he plays the facilitation role with clients
- How he inspires action in his clients by linking values to actions required.
- How he assess the impact of his strategies on a client’s values when it comes to review and;
- How he explains to clients it’s not always about more money but getting more out of life
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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