25 January 2023 08:43
Advice and client engagement platform Lumiant has partnered with DMW Strategic Consulting to support advisers to improve its client experience.
Specifically, DMW will:Â
DMW helps advisory firms shift their focus from service to experience.Â
DMW Strategic Consulting, Lumiant
Despite geopolitical turbulence, markets are avoiding short-term turmoil and reacting to the underlying fundamentals showing the strength of major economies, a pair of AMP investment executives told the Professional Planner Managed Accounts Decoded podcast.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Leave a Comment
You must be logged in to post a comment.