

Mark is joined by Tom Frisby, Shift Creator at DMW Strategic Consulting.
Tom specializes in Financial Services practice management, consulting, coaching and The Experience Economy instruction, helping numerous Advice Practices, design, implement and live their client experience.
In this episode, Tom and Mark discuss:
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
42 episoder
Mark is joined by Tom Frisby, Shift Creator at DMW Strategic Consulting.
Tom specializes in Financial Services practice management, consulting, coaching and The Experience Economy instruction, helping numerous Advice Practices, design, implement and live their client experience.
In this episode, Tom and Mark discuss:
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
42 episoder
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