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Lumiant

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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

“The old adage of ‘keeping up with the Jones’ needs to find a nice dark hole and never be seen again." Check out this article by Rory Henry CFP BFA about engaging clients and Gen Z beyond the dollars in their bank account. accountants.intuit.com/taxprocenter/a…