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The attached Lumiant Process Guide will provide an overview of an Ideal Lumiant Advice Experience. Including:
The intent of each phase
The interactions
Key Documents
Lumiant modules
This guide will help you along your Lumiant journey and identify where Lumiant can fit into your practice process.
To dive deeper into the process, you can register for our Lumiant Advice Experience, which provides tailored training for financial professionals. Enrol your team now to gain confidence to seamlessly integrate Lumiant into your practice, with the flexibility to learn at your own pace.
Download the PDF file attached.
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