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Part 1 - Permission to get messy - Brian Pasalich, CEO of Syntoniq
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In this episode we're joined by Brian Pasalich, CEO of Syntoniq. Brian shares our passion for advice experiences that acknowledge the human in all of us.
In part 1 of this 2 part interview Brian discusses:
- It doesn’t matter what we think. Our role is to make clients think – How do we know our clients if they don’t know themselves?
- Acknowledging the parent/child relationship within an Advisor/Client relationship.
- Confronting without being confrontational, getting comfortable being uncomfortable in the conversation.
- The danger of "relating" to your client in the conversation
- The difference between being "liked" and making an impact.
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
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