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Part 2 - It's not always about more money, it's about getting more out of life! - Werner Jansen, Purpose Advisory
Manage episode 327849961 series 3333605
محتوای ارائه شده توسط Mark Akeroyd. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Mark Akeroyd یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
This is Part 2 of our 2 part conversation with Werner Jansen of Purpose Advisory
This second half of our conversation with Werner spans:
- How Werner brings to life the investment conversation and how he educates clients around investments
- How he chooses to play the role of an accountant accountability partner for his clients and the impact that has on his clients perception of value and;
- A reflective conversation where we discuss how as an industry we've conditioned clients to care about investments and that we equally can and should condition clients to care about their values and goals.
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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