Part 2 - Permission to get messy - Brian Pasalich, CEO of Syntoniq
Update: 2022-10-02
Description
We continue our conversation with Brian Pasalich, CEO of Syntoniq.
In part 2 of the interview Brian discusses:
- The impact of jumping in quickly to save people when they say they don't know
- The power of embracing healthy conflict between spouses as well as between client and advisor
- Addressing thought "intention" versus thought "action"
- Asking how to hold clients accountable to their plans
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
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