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!

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!

🙋‍♂️ 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 👇

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 @markakeroyd21 and Tom Frisby MBA, CMC.

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 🏆

“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.

"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. #bestlife #clientexperience #advicetech #financialadvice

New research from @GoldmanSachs & @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 👇

New Episode of Lumiant Live out now with Xander Hawes of @investblue 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 -

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 @investblue 's Brayden Kliendiesnt shares how he did this with Lumiant 🔊 Listen - 

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

In this week's Lumiant Live, see how @investblue 's Brayden Kliendienst, used Lumiant to expedite trust with inherited clients and differentiate his value proposition. 🔊 Listen -  📹 Watch - 

@_derekhagen_ @jbrendanfrazier They are values statements that relate to the eight dimensions of well-being - you can read more here: Best bit: Asking a client what that statement means to them. We've had some amazing answers you just wouldn't expect!

RT @jbrendanfrazier: You're likely comfortable having a conversation about a client's goals. But what about their values? If you're like…

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

What does wealth mean to you? 💰 @markakeroyd21, @moseleywilliams & Tom Frisby discuss this and more in the latest episode of Into the Lumiverse. This time, we take a deep dive into the @CharlesSchwab Modern Wealth Survey.

💰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 - 

🔎 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-  📹 Watch- 

📖 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 - 

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 👇