by Mark Akeroyd
The podcast for advice professionals that believe in a values-based advice experience but still have that question “how does it all work?”. The Lumiant Live podcasts connects listeners with other advice professionals to hear best practice client stories or business examples and lifts the lid on how they made it happen.
Language
🇺🇲
Publishing Since
2/18/2022
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0 available
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November 6, 2023
In this episode, we have Xander Hawes as our featured guest, Financial Advisor with Invest Blue. Xander shares how financial advisors can gain valuable insights from both new & existing clients by embracing a streamlined process and stepping into sometimes uncomfortable values centric conversations.Xander shares two personal client stories with tips & insights such as:The need to step out of the comfort zone to achieve better client experiences and improve retention.The significance o...
October 23, 2023
In this episode, Mark is joined by Brayden Kliendienst, a dynamic and dedicated financial advisor from Invest Blue. After recently completing his Professional Year & inheriting a book of clients from a previous advisor, Brayden shares his insights and experiences on how integrating Lumiant has differentiated his client experience for these clients. He shares 3 client success stories all with practical tips for new advisors and/or those inheriting books and wanting to expe...
October 6, 2023
In this episode of Lumiant Live, Mark sits down with Antony Fernando, Principal Advisor of St. Anthony, a financial services professional with an impressive 24-year tenure in the industry. Antony's journey into financial advising led him to become one of the early adopters of Lumiant's platform.During our conversation with Antony and understanding his Lumiant enhanced client experience, we discuss:The power of offering two complementary meetings to understand clients' holistic needs and...
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