Financial Advisor & Divorce Financial Expert Michelle Smith Levels-Up Client Experience with Lumiant, an Advice Engagement Software Platform
A high profile financial advisor in New York has selected Lumiant to deepen client relationships and train advisors in building emotionally intelligent practices CHICAGO–(BUSINESS WIRE)–#Advisors—Lumiant, an advice and client engagement platform that empowers advisors to connect with families around their values and money goals to make better choices and live their best financial lives, today […]