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In this 2 part series we're joined by Matt Brinker, Managing Partner of Merchant and Lumiant Board Member.
We often speak about the impact a consistently great client experience would have on a business valuation but we decided to go straight to someone who does this for a living! Matt and Merchant are focused on evaluating new investment opportunities and helping partner firms work through strategic and operational initiatives for growth and scale.
In this episode we discuss:
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
By Mark AkeroydIn this 2 part series we're joined by Matt Brinker, Managing Partner of Merchant and Lumiant Board Member.
We often speak about the impact a consistently great client experience would have on a business valuation but we decided to go straight to someone who does this for a living! Matt and Merchant are focused on evaluating new investment opportunities and helping partner firms work through strategic and operational initiatives for growth and scale.
In this episode we discuss:
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io