Mark Akeroyd

[Lumiant @Lumiant_io]

In this week's Lumiant Live hear how @MichelleSource ensures there’s already a seat at the table for her clients and they know they are deserving, powerful and capable of taking financial control through her values led experience.

Listen - https://t.co/9ew0ZT6wDM

[Lumiant @Lumiant_io]

New Ep of Lumiant Live out now with
@moseleywilliams

Hear how the role of a Financial Advisor is to stage a series of sequential experiences to guide clients through transformations!

Listen- https://t.co/vFeFkG5J6z

[Lumiant @Lumiant_io]

New Ep of Lumiant Live out now with @HeatherHolmes1

Hear how HALO helps advisors as a lead magnet, proposition differentiator and planning input to ensure you’re not just modelling based on the average…as no client’s life is just average

Listen - https://t.co/Y2of17h0Uo

[Lumiant @Lumiant_io]

In 2022, Lumiant clients identified they needed the most help with their spiritual and intellectual wellbeing.

Want to know how that changes the discovery conversation?

Check out this weeks podcast here -https://t.co/webQnhFbuG
or read our article - https://t.co/U5HXCt2DMz

[Lumiant @Lumiant_io]

#2 of the Top 10 traits of Values Based Advisors - They empower clients to tell their story.

Hear the other 8 traits of values based advisors in this week's Lumiant Live podcast
🔊 Listen - https://t.co/webQnhFbuG
📔 Download article - https://t.co/syT8bmNQDd

[Lumiant @Lumiant_io]

Season 3 of Lumiant Live is here!
We flip the script with host @markakeroyd21 jumping in the hot seat being interviewed by Graham Thomas of @wealth_mgmt to discuss Lumiant’s top client insights from 2022 and the 10 traits of values based advisors

Listen -https://t.co/webQnhFbuG

[Ringwood CC @RingwoodCC]

The kid can play.

[Lumiant @Lumiant_io]

Lumiant Live is Global!

It's so heart warming to see our message relating to advice professionals all over the world and we can't want to share more global best practice in season 3.

To catch up on our first 2 seasons of Lumiant Live click here - https://t.co/GyFp761pLR

[Lumiant @Lumiant_io]

Thank you to our incredible audience who tuned in for Season 2 of Lumiant Live.

Lumiant Live strives to bring expert insights, tips and best practice for those looking to embed a values led advice experience but aren't sure where to start.
Tune in here - https://t.co/GyFp761pLR

[Lumiant @Lumiant_io]

In this week's Lumiant Live episode, Calypso Waddell, from Australian Private Capital discusses how they assessed their tech stack and defined their requirements when looking for a new tech partner to achieve their ideal client experience.

Listen here - https://t.co/lldUdhRiyd

[Lumiant @Lumiant_io]

In last week's Lumiant Live, @TheHutchJ from @shapingwealth discusses the benefit of breaking down complex tasks into "snackable" small wins to allow a client to gain positive momentum early in their plan implementation.

Listen - https://t.co/JJi3QlxQqv

[Lumiant @Lumiant_io]

New Lumiant Live episode out now with @TheHutchJ from @shapingwealth

Tune in to hear what flow theory is and how you can harness it at work, at home and with your clients to improve wellbeing & fulfilment.

Listen - https://t.co/JJi3QlxQqv

[Mark Akeroyd @markakeroyd21]

I get the privilege of learning so much every day from @GuyLigertwood about design. It was a real pleasure distilling these learnings and championing his expertise in this week's Lumiant Live episode.

He makes what can often be a daunting exercise, sound simple.

[Lumiant @Lumiant_io]

Often advice professionals have to re-design their client experience and don't know where to start.

In this week's Lumiant Live, @GuyLigertwood shares a simple design framework anyone can use when designing a client experience.

Listen - https://t.co/U62EI4HZjJ

[Lumiant @Lumiant_io]

Each month, hundreds of you have been keen to see what Lumiant can do, keeping our sales team busy.

The good news about adding more salespeople to our team is we now have MORE demo spots available! Take advantage and book your time with our team today!

https://t.co/n1nwrgRctB

[Lumiant @Lumiant_io]

In this week's Lumiant Live, @GuyLigertwood , discusses the need to stay curious and recognise your end user/client has the answer, you don't when designing your businesses client experience.
https://t.co/gDByYV0V3F

Listen- https://t.co/U62EI4HZjJ

[Lumiant @Lumiant_io]

Part 2 of our conversation with @mkbrinker of @merchant_im is out now!

Tune in to hear more about how client experience impacts the metrics that matter when it comes to business valuations.

Listen- https://t.co/ABXiwRNmI7

[Lumiant @Lumiant_io]

Having an amazing day at the @dimensional “Advisors in Media” round table event. What an amazing group of advisors. Thank you @dimensional for including us in the #valuesbased advice conversation!

[Lumiant @Lumiant_io]

New Lumiant Live Episode out now with @mkbrinker of @merchant_im

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!

Listen - https://t.co/YuF07TvFTf

[Lumiant @Lumiant_io]

Episode 3 of Lumiant Live Season 2 is out now, with CEO of @SavantWealth, @BBrodeski .

Tune in to hear about the journey of Savant and how they build ideal futures with their clients.

Listen now - https://t.co/QqNZ2NGurK

[Lumiant @Lumiant_io]

Register for our #webinar next Thursday 13th October at 1pm AEDT to hear Chris Dadej (Lumiant) and Taner Uzelakcil, from @Yodlee discussing the Lumiant x Yodlee partnership and how yodlee integrates into Lumiant.
https://t.co/tB5PjfwVv7