We continue our conversation with Matt Brinker, Managing Partner of Merchant and Lumiant Board Member. 

In part 2 of this conversation we discuss:

• What a focus on net new assets says about your business
• What having a consistent and repeatable client experience indicates about key staff metrics like retention and development. 
• The challenge of key person dependancy within a business' client experience
• The impact of marketing & branding to bridge that gap after your sphere of influence is exhausted 

To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io