Sep 18, 20221 min
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).
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.