Start your learning EXPERIENCE
Welcome to the Lumiant Advice Experience
You are about to take your first steps to understand how a Lumiant enhanced advice experience works
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This course will focus on training financial professionals in our Lumiant Advice Experience. Our approach helps financial professionals rapidly build trusted relationships, demonstrate the value of advice and drive positive outcomes for clients.
Learning objectives
By the end of the course you will know how to:
- Design and stage extraordinary digital and physical advice experiences powered by Lumiant
- Confidently be able to deliver a values-based advice experience to your clients and truly uncover what they care about
- Engage your clients with emotional intelligence and leverage technology to bring your end-to-end advice experience to life
Listen to a short welcome from Lumiant Co-founder Santiago Burridge
