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Stories and values themes from a retirement and social security specialist - Mike Mcleod, Enlightened Financial Solutions
Manage episode 344343186 series 3333605
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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
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