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Welcome to the Lumiant Advice Experience:
Introduction Phase
This course is all about setting the stage for a strong client relationship. In the Introduction Phase, you’ll learn how to engage prospects, communicate the value of advice, and build trust from the very first interaction.
You’ll explore best practices for handling initial enquiries, managing prospects within Lumiant, and crafting a seamless onboarding experience. By the end, you’ll have the skills to confidently guide potential clients through the early stages of the advice journey.
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Lumiant Modules Used
Course Lessons
