Lumiant and Peloton Partners present the third event in their webinar series - How Values will Drive Value for Practices.
In this session, Santiago Burridge, CEO of Lumiant, will be joined by James Wortley CEO of Enlightened Financial Solutions and Rob Jones, CEO of Peloton Partners to discuss how to implement advice with client values at the heart of the experience.
Participants will learn:
- The importance of placing client values at the heart of the advice experience
- How to showcase, measure and track the intangible value of advice
- AMA Session with Santiago, James and Rob where you get to ask them any questions you have.