Blake

someone who likes adventures, exploring, problems, learning, traveling and plain old good times.

[Blake @blake842]

LFG! @danielle_fava

[Craig Iskowitz @craigiskowitz]

Make sure you like and share this post to help @danielle_fava win the #t32024 social media contest!

[Blake @blake842]

@craigiskowitz @Lumiant_io Enjoyed it! Thanks for not capturing all my scratches!

[Blake @blake842]

I’m are excited to announce that @Lumiant_io has acquired @Genivity & added @HeatherHolmes1 to the leadership team. Come talks to us at #ENVSummit More: https://t.co/4vOxL9jUgY

[Lumiant @Lumiant_io]

Have you seen the news 👀 we just raised AU$5M from our strategic investors @SavantWealth and @investblue to build a Lumiant mobile app 👉 https://t.co/2MIxyNYTCg (paywall)

It doesn't stop there - we've also launched a new website. Check it out at https://t.co/mgl5Yc1swp!!

[Brittany Mahomes @BrittanyMahomes]

HENNE THING IS POSSIBLE

[Wood kids @Woodkids842]

Chuckles on his return trip from #eze to #iah on @united. He so happy to be playing goblin defense on his tv 🤷‍♂️ and looking forward to seeing his dog Mo.
#myunitedjourney #rcjh @KUAthletics @Chiefs

[Blake @blake842]

@ryanWneal T3 I think the first year in Denton… Jan. 2019

[Dani Fava @DaniFava_Carson]

Yesterday we visited a local group home in Huntington Beach. Here’s a pic of the thoughtful thank you cards! These kids are amazing and have bright futures. But the incredible staff need our help - please consider donating. https://t.co/nzajnJFq9v
@FutureProofAC

[Blake @blake842]

Interested in helping the youth shelter mentioned by @TR401 at #FutureProofAC ? It’s the Huntington Beach Youth Shelter. Donate here: https://t.co/e7rKp0igJX @FutureProofAC @ReneeBakerRJ @kamila_elliott

[Elena Krasnow @elenaspeaking]

“Before we get to the individuals that can talk about advice, we have to create pathways where Black and Brown women — and all others who haven’t been included — have a place.”

@ReneeBakerRJ speaking truth with @kamila_elliott and @TR401 at @FutureProofAC #FutureProofAC! 😍😍😍

[StreetCred PR @StreetCred_PR]

“50% of your customer base want to talk about their values in life.”

“There is an extraordinary opportunity to communicate to the other half of the customer base,” and get more referrals in the process.

@SantiBurridge of @Lumiant_io at @FutureProofAC #FutureProofAC

🎯🎯🎯

[Gavin Spitzner @gspitzner]

Great to have you on board Ric!

3/3

[Gavin Spitzner @gspitzner]

From someone who knows a thing or three about delivering a great client experience and building one of the top RIAs in the business, I can't think of a better endorsement of the potential Lumiant has to help transform the industry.

2/3

https://t.co/JYk28ttAZR

[Gavin Spitzner @gspitzner]

While @ricedelman was up there on the #FutureProofAC stage sharing his unique insights on digital investments, news was hitting the wire on another type of investment he was making.

Thrilled to announce Ric has invested in @Lumiant_io (full disclosure: I’m on the Board).

1/3

[Blake @blake842]

Was having a meeting in Nashville at lovely @Loews_Hotels we’re walking past the front desk and a women says “that meeting looked stressful would you like a glass of champagne?”. How great is that? Wish we could have said “Yes!” #service #customerexperience

[Blake @blake842]

@andreegroup @Lumiant_io Same to you! Hopefully talk again soon 😀

[Lumiant @Lumiant_io]

All set for the FA Invest in Women conference in Atlanta. Looking forward to connecting with many awesome advisors.#investinwomen #FAmag #womeninfinance #womenandfinance

[Gavin Spitzner @gspitzner]

Incredible opportunity to join a young AdviceTech on a mission! @Lumiant_io @blake842 @SantiBurridge

#hiring #wealthtech #fintech #advicetech #wealthmanagement #financialplanning #clientexperience

https://t.co/yugtzg6gBU

[Lumiant @Lumiant_io]

Want to hear more about the why behind Lumiant? Want to know what guided our thinking and development of our platform? Why not check out @mattheine's chat with @SantiBurridge in @netwealthInvest's latest episode of Between Meetings 👇

https://t.co/3zI7JM9BCQ

[Financial Planning @finplan]

.@SavantWealth leaders say they’re backing the Aussie fintech startup because they are tracking metrics that clients actually care about.
https://t.co/LZR5fkw7S3