Advice and client engagement platform Lumiant has partnered with DMW Strategic Consulting to support advisers to improve its client experience.
Specifically, DMW will:
- Advise firms on how best to incorporate Lumiant’s offering and enhance the client experience; and
- Mentor members of Lumiant, providing education and development in practice management, client experience design, and implementation.
DMW helps advisory firms shift their focus from service to experience.
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