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.

The post Lumiant partners with DMW to improve client experience appeared first on Professional Planner.

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