Lumiant

For financial advisors, review meetings are a linchpin of the client relationship. But keeping clients engaged and active in between these sessions can be challenging. Calypso Waddell and the team at Australian Private Capital turned this problem into a point of difference from other firms with Lumiant. Read this case study to learn how APC:  🗓 Improved the experience of client review meetings  💜 Enhanced client engagement during and after review meetings  🚀 Seamlessly onboarded clients onto Lumiant https://lnkd.in/eppx-tR2 #FinancialAdvising #Lumiant #financialadvice #financialplanning #wealthmanagement #advicetech

🚀 Elevate your client proposals with Lumiant’s new Terms of Engagement tool! In today's financial advisory landscape, simply managing investments isn't enough. Clients demand transparency, personalized service, and clear value for their money. Lumiant’s new ToE tool helps you deliver exactly that—quickly and efficiently.   🌟 Highlights: - Faster Proposals: Streamlined, professional, and ready to sign. - Clear Value: Showcase your full range of services and justify your fees. - Tailored to You: Customizable for both AU and US advisors. Ready to enhance your client relationships? Check out our latest blog: https://lnkd.in/exd3cPvv #FinancialAdvising #ClientProposals #Lumiant

Want to know how personalized longevity assessments can: 🤩 Differentiate your advice experience? ✍ Create more personalized plans? 🤝 Convert prospects into clients? Then read our latest case study on how WE Alliance Wealth Advisors, Inc. uses Lumiant HALO to make longevity planning a unique selling point. #financialadvice #financialplanning #wealthmanagement #longevityplanning #advicetech #bestlife https://lnkd.in/eHxjPSEM

Maturing financial advisory firms may be at risk of a “capacity crossroad,” says Sydney S., Managing Editor at Kitces.com. According to Sydney, firms hit progression blockers when they find the ongoing demands of running a firm and caring for clients consume their time, leaving them with little capacity to grow the business. The time-based marketing tactics they used to initially grow the firm - centers of influence, cold-calling, networking, and online referral services - quickly become too hard and deprioritized in favor of running the firm and taking care of clients. The article suggests three options for time-poor advice leaders to help continue to scale their business: ⚙ Automate - such as scheduling content, recurring tasks, emails, etc. 💁♂️ Delegate - like hiring a dedicated marketing resource, agency or freelancer ❌ Eliminate - bring focus to your marketing efforts and spend your time on those activities that drive growth at scale We’d also like to add a fourth - let your advice experience do the talking! Great experiences become stories we share. If you can provide an incredible advice experience that engages your clients - especially your non-financial clients - advice firms can increase their referral opportunities. Word of mouth continues and will forever be one of the biggest drivers of leads for businesses. So make sure your experience delights your clients and you can unlock additional scale for your business just by doing what you already need to do. https://lnkd.in/eUQEFTQ2

In the next installment of our Dogs of Lumiant, meet Julius and Caesar 🐶🐶 who may have conquered Rome years ago... But these days, living their best life means mastering new skills or knowledge. Because learning new tricks to please their human, means more treats 🍖... And a rich life to them is a life full of treats! But all this work gets tiring 😴. So, they also want to make work optional, relax, and settle down. It might mean storing a few treats rather than eating them all, but it means they get the best of both worlds 🏡🍪 #values #clientcentric #holistic #financialplanning

Through nearly 2,000 value sessions across America, Australia, and New Zealand, our research highlights significant differences between Australian and American clients. Australians prioritize health and wealth 🏥💰, while Americans place more emphasis on social connections 👥. While emotional wellbeing ranks highest among clients globally 🌟! Explore more data-driven insights to enhance your clients' financial planning in our latest report 📊. https://lnkd.in/e2UNNrwX Understanding what's important to clients and their core values can help you to better plan for their best life. Helping creating financial plans that empower them to live a rich life.

It's #NationalTakeYourDogToWorkDay! 🐶 The beauty of our values experience is that values mean something different to each and every client. And who better to teach us how values can be interpreted differently and hold unique meanings for each individual than man's best friend 🐾 In our latest series, meet the dogs of Lumiant and discover their values and what they mean to them. We kick off with Mo! 🐕 Whether it’s by the beach 🌊 or amongst the trees 🌳, living in a better place for Mo means being in nature. #values #clientcentric #holistic #financialplanning

That’s a wrap on Gener8tor Insurance & Wealth Conference 2024. 🎬 Our CEO Blake Wood, Chief Customer Officer Heather Holmes and Head of Product Mark Akeroyd joined industry innovators in insurance, finance, asset and wealth management for the two day conference. Event Highlights: 🎤 Personalized and Holistic Experiences Panel with Stephanie Snyder and Ben Lacke of Securian Financial - insightful discussions on customer-centric strategies! 💡 Engaging conversation and valuable insights from Moiz Dawoodbhai of Northwestern Mutual. 📈 In-depth look at evolving wealth tech trends with Ashlyn Lackey from Prudential Financial and Jason Ray from Zenith Wealth Partners. It's always fantastic to get out with the team and connect with startups, corporations and investors to discuss the future of WealthTech! 🌟 #WealthTech #Networking #Gener8tor

👀 Want to know what motivates clients? What values drive their goals, dreams and best life? Check out our latest report which looks at the top client values for 2023 🏆 Last year, clients focused on improving their physical and financial health and relationships. 🤔 What does this mean for advisors? For health 🏄♀️: Advisors have an opportunity to empower clients to spend more on their health. It means they need to conduct sound longevity planning to ensure they can cover elder care costs in retirement. And, it means we need to plan for the appropriate cover should they have a health emergency. For wealth💸: This one should be pretty straight forward for advisors. Clients value feeling confident in their finances, meaning advisors need to be able to show them how their plan will help them achieve their goals and live their best life. It also requires a strong plan that goes beyond the client to support and protect those they care about - whether that is through comprehensive estate planning or being able to provide financial support to those they love. For relationships 🧡: Advisors can help empower clients to spend less time at work and more time with their loved ones through a solid financial plan that supports passive income creation. It could be giving clients the financial confidence to book that family holiday so they can spend dedicated time with those they love. Or it could be giving them permission to join communities or groups they've always wanted to be part of through smart cashflow management and budgeting. Read more in our latest report 👇 #holisticadvice #financialadvice #financialplanning #bestlife #adviceengagement

🚨NEW FEATURE ALERT🚨 Following customer feedback, we’ve released two new features to enable you to better personalize your client experience on Lumiant. 👪First, the Household Summary page has been updated so you can quickly see and edit a client’s information. This makes it easier than ever to prep for and personalize client meetings based on a client’s needs and progress. Read our new Household Summary Guide here → https://lnkd.in/e99WRHmK 🗃️We’ve also updated our Vault feature, which allows you to personalize your files and folders to meet your firm's needs. Learn more about Vault here → https://lnkd.in/evudzXMq