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The Interpretive Advisor with Wayne Titus, Savant Wealth Management
Manage episode 376677260 series 3333605
المحتوى المقدم من Mark Akeroyd. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Mark Akeroyd أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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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