We 🧡 Day 1 of the #WealthTechCombine by The Founders Arena, with Heather Holmes on stage to intro Lumiant. Now for Day 2 where we're pitching alongside #WealthTech providers: Charityvest , InvestSuite , Manifest, SoraFinance & TaxStatus Inc 🚀 We can't wait! 💪

Want to know where you can see Lumiant next? 👀 We're thrilled to be joining the stellar lineup of #fintech reveals at #AdviceTechLIVE! Join us by registering for the FREE event below and see how we're delivering on the future of advice engagement 👇 advicetech.live/?promo=Lumiant…

📖 What do you call your client deliverable? Language is SO important in client experience what we term deliverables, meetings & touch points can leave a lasting impact on clients. Check out an example of this in this week's Lumiant Live. 🔊 Listen - lnkd.in/gCSKGSPy

🔎 How do you stand out from the other advisors that your clients are googling? Hear how Antony Fernando leveraged his differentiated proposition to win a new client in this week's Lumiant Live. 🔊 Listen- lnkd.in/gCSKGSPy 📹 Watch- lnkd.in/gWA-RURH

💰Cost is only an issue in the absence of value. In this week's Lumiant Live, Antony Fernando AFP® from St Anthony Financial Planning shares a client story where value was never in question and therefore nor were his fees. 🔊 Listen - lnkd.in/gCSKGSPy

What does wealth mean to you? 💰 Mark Akeroyd, Dennis 🇨🇦 & Tom Frisby discuss this and more in the latest episode of Into the Lumiverse. This time, we take a deep dive into the Charles Schwab Corp Modern Wealth Survey. lumiant.io/post/into-the-…

New Episode of Lumiant Live out now with Brayden Kliendienst of Invest Blue . After recently completing his Professional Year & inheriting a book of clients, Brayden shares 3 client success stories with practical tips! 🔊 Listen - lnkd.in/dqxniWz9

You're likely comfortable having a conversation about a client's goals. But what about their values? If you're like most, you don't know what to expect. Here are the top 5 values cards selected by clients. (H/T: Lumiant)

In this week's Lumiant Live, see how Invest Blue 's Brayden Kliendienst, used Lumiant to expedite trust with inherited clients and differentiate his value proposition. 🔊 Listen - lnkd.in/dqxniWz9 📹 Watch - lnkd.in/dc_8vFH7

"How can I demonstrate my value to these guys [clients] outside of just the usual?" The key question Invest Blue 's Brayden Kliendienst asked before embedding Lumiant into his progress meeting experience. Learn more in this week's podcast. 🔊 Listen - lnkd.in/dqxniWz9

When inheriting clients, it can be an awkward balance between, demonstrating you've read the file but holding space to get to know them deeply. In this week's podcast Invest Blue 's Brayden Kliendiesnt shares how he did this with Lumiant 🔊 Listen - lnkd.in/dqxniWz9

New Episode of Lumiant Live out now with Xander Hawes of Invest Blue Xander shares 2 client stories of his first steps into the often uncomfortable values led conversation and shares his initial thoughts & feelings of taking the leap! 🔊 Listen - lnkd.in/d7sEKyi6

New research from Goldman Sachs & @syntoniq reveals defining your best life unlocks successful retirement outcomes for clients. See what other characteristics can help your clients live their best lives in retirement in our latest post 👇 lumiant.io/post/new-resea…

"You don't retire on your money. You retire on your memories." - Bill Perkins Too much time is spent focusing on maximizing the retirement nest egg. But wealth is only one part of the equation. lumiant.io/post/you-don-t… #bestlife #clientexperience #advicetech #financialadvice

“The old adage of ‘keeping up with the Jones’ needs to find a nice dark hole and never be seen again." Check out this article by Rory Henry CFP BFA about engaging clients and Gen Z beyond the dollars in their bank account. accountants.intuit.com/taxprocenter/a…

Have you read the latest article on MichaelKitces about creating a more dynamic VIP planning experience? Want to learn why Lumiant ✅ all the boxes? Check out our latest article on how to create a VIP experience with Lumiant 🏆 lumiant.io/post/want-to-c…

As we start a New Year, we often look for ways we can improve ourselves and our businesses. If this sounds like you, check out our latest 🎙️Into the Lumiverse🎙️ episode with Mark Akeroyd and Tom Frisby MBA, CMC. lumiant.io/post/into-the-…

🙋‍♂️ Want to know how you can apply the game of M.A.S.H. to financial planning? Then check out our latest blog post below 👇 lumiant.io/post/the-game-…

Some Friday 📰 ...Lumiant has been named in the FinTech Global #WealthTech100 list 🚀 . 👏 Big congratulations to the whole team that has been creating new tools and experiences to define, co-create, and guide clients to live healthier, wealthier, and wiser!

Much attention is being given to the retirement planning philosophy of dying with zero. In our latest article we argue for the case of LIVING TO ZERO! Read on to see how personalized #longevityplanning can open the door to new revenue opportunities! lumiant.io/post/how-to-li…