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Today’s guest is Santiago Burridge, Co-Founder and Executive Chairman at Lumiant. Lumiant is a behavioral finance and client experience platform built to support financial professionals with the tools they need to deliver scalable, client-centric advice.
There are many well-meaning businesses in this industry, but some are not serving their clients as well as they could be. Santiago shares the difference between approaching clients with products to sell and understanding clients with the goal of customizing services/products to their individual needs. Listen to find out how Lumiant can help anchor your business in experience, instead of sales, while helping you scale and grow.
Join us today to learn about these things:
• Here we discuss the realization that became a turning point for Santiago in his career. (1:01)
• How purpose aligns with balance. (7:14)
• Seasons of imbalance and how to avoid making them a long-term lifestyle. (14:49)
Resources:
More about our guest: https://www.lumiant.io/
Email: travis@travisparry.com
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