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

"You don't retire on your money. You retire on your memories." - Bill Perkins Too much time is spent focusing on maximizing the retirement nest egg. But wealth is only one part of the equation. lumiant.io/post/you-don-t… #bestlife #clientexperience #advicetech #financialadvice