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Mark is joined by Wayne Titus, Advisor & Managing Director of Savant Wealth Management
Wayne has been involved in the financial services industry since 1991. He served as the founding partner of AMDG Financial and AMDG Tax & Accounting from 2002 until it joined with Savant in 2021. Since Savant partnered with Lumiant, Wayne has been leading the embedment and coaching of the Lumiant enhanced goals conversation.
In this episode Mark & Wayne discuss:
- Aligning advisory processes with tools and depth of discovery.
- The interpretive approach in advising.
- Focusing on delivering an ideal future for clients.
- Distinguishing between efficiency and effectiveness in client relationships.
- Client and advisor responsibilities, emphasizing long-term, knowledge-based relationships.
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
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