Apr 5, 20231 min
At Lumiant, we're passionate about making advice more accessible, engaging, and memorable for EVERY client. Yet many firms still struggle to motivate all their clients to take action on their financial plans.
Our latest guide includes:
What history has taught us when it comes to disengaged clients.
What’s causing clients to disengage?
How to engage ALL your clients through a client-centric values-based experience.
Download our whitepaper below to see how you can better engage the disengaged