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The Interpretive Advisor with Wayne Titus, Savant Wealth Management
Manage episode 376677260 series 3333605
Mark Akeroyd에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Mark Akeroyd 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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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