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Lumiant Live Season 1 Recap: Top 10 Traits of Values-Based Advice Pros

Season 1 of Lumiant Live was packed with insights from Lumiant's early adopters and industry experts. We covered a whole raft of topics, from conducting a values-based advice experience right the way through to developing a good process that delivers great results.

Check out the slides below to see what we thought were the 10 top traits of values-based advice professionals (click the image to expand).

Lessons from Lumiant Live Season 1
Download PDF • 2.16MB

As always - let us know what you think of these insights or what traits you think are critical to delivering a values-based advice experience in the comments below.

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