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Welcome to the Lumiant Advice Experience:
Discovery Phase
In this course, you’ll learn how to run a powerful discovery meeting that builds on the foundation set in the Introduction Phase. You’ll guide clients through Lumiant’s Your Life and Values tools to uncover what truly matters, transforming those insights into meaningful, actionable goals.
By the end, you’ll be able to clearly explain the Discovery meeting, run engaging values-based conversations, and confidently outline next steps to keep your clients moving forward.
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Lumiant Modules Used
Course Lessons
