Lumiant (@lumiant_io) 's Twitter Profile
Lumiant

@lumiant_io

Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances

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linkhttp://lumiant.io calendar_today22-07-2020 13:18:05

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Lumiant
@lumiant_io

2 years ago

📖 What do you call your client deliverable? Language is SO important in client experience what we term deliverables, meetings & touch points can leave a lasting impact on clients. Check out an example of this in this week's Lumiant Live. 🔊 Listen - lnkd.in/gCSKGSPy