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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.
42 Episodes
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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...
Mark is joined by Ross Marino, the Founder and Advisor at Transitus Wealth Partners and the Founder and CEO of Advisor 2x. In their conversation, they discuss the "shift" in financial planning conversations and how to address financial questions without solely focusing on numbers.In this episode, Ross & Mark cover:Four-Step Process: How Ross employs a structured four-step approach in financial planning, starting with understanding the client's situation and progressing through...
Mark is joined by Wayne Titus, Advisor & Managing Director of Savant Wealth ManagementWayne has been involved in the financial services industry since 1991. He served as the founding partner of AMDG Financial and AMDG Tax & Accounting from 2002 until it joined with Savant in 2021. Since Savant partnered with Lumiant, Wayne has been leading the embedment and coaching of the Lumiant enhanced goals conversation. In this episode Mark & Wayne discuss: Aligning advisory ...
In this episode, Mark Akeroyd is joined by Lumiant's head of marketing, Ash Lockett. With over 15 years experience in communications and marketing, Ash has been responsible for developing marketing strategies that have helped global B2B and B2C brands grow in their respective markets, including OPPO, Dell, AMP, Randstad and more. He's also recently completed a Mini MBA in Marketing and is now looking to share his knowledge to help advisors grow in an increasingly competitive market. In this e...
Mark is joined by Alli Jordan, President & COO of LibertyFi.Alli was recently recognised as one of Investment News' 40 under 40. In her role at LibertyFi she's responsible for many aspects of the business, from sales to service escalations to ensuring the advisors they work with are able to fully support their end clients. In addition her blogs help growth-oriented RIAs scale their practices as well as being a mentor through the Envestnet Institute On Campus’ Women in Wealth Managem...
Mark is joined by Tom Frisby, Shift Creator at DMW Strategic Consulting.Tom specializes in Financial Services practice management, consulting, coaching and The Experience Economy instruction, helping numerous Advice Practices, design, implement and live their client experience. In this episode, Tom and Mark discuss:How Tom helps advice practices find the balance of efficiency in practice management and their client experienceThe need for Advisors to lead the client narrative to shape per...
Mark is joined by Michelle Smith, CEO of Source Financial Advisors. Michelle has helped thousands of women understand their financial options before, during, and after divorce. She is a passionate advocate for women’s financial literacy and developed an educational program and platform, Wife2CFO™, for women who want to design their financial future post-divorce.In this episode, Michelle and Mark discuss:How Michelle helps newly minted CFO's regain control through economic independenceHow...
Mark is joined by Dennis Moseley-Williams, Founder of DMW Strategic Consulting and expert in the experience economy. Dennis helps organizations understand that customer experience is the predominant economic offering in the world today — as distinct from services as services are from goods. He demonstrates ways in which experiences can be crafted and staged so that they entice, educate, satisfy, and transform.In this episode, Dennis and Mark discuss:The experience economy and what it mea...
Mark is joined by Heather Holmes newly appointed Chief Evangelist Officer at Lumiant. Heather and her team have joined Lumiant in the recent acquisition of Heather's company, Genivity. In this episode Heather and Mark discuss: Heather’s journey from the Health industry to FinTech and the origin story of GenivityHow HALO helps advisors engage the Chief Medical Officer of the family to empower them to make financial decisions The impact having the real time lifestyle optimisation...
For episode 1 of Season 3, we flip the script!!!Usual host Mark, gets in the hot seat and is interviewed by Graham Thomas of wealthmanagement.com. In 2022 Lumiant expanded across Australia, New Zealand and the USA and has some great learnings along the way. In this episode, Graham interviews Mark on: The differences we've observed between the US and Australian marketsMark's view on the impact ChatGPT might have on the advice experience and what advice experiences entailLumiant's cli...
This week we're joined by Jordan Hutchison, Head of Product at Shaping Wealth. Jordan is an industry expert in the financial technology and financial planning profession. Jordan has held many leadership roles within the industry and has many academic accolades in particular a Doctorate in behavioral science, specifically in positive psychology.Jordan joins us to discuss his expertise in Flow Theory, the art of "getting in the zone" and how you can use this theory in both your business and wit...
We continue our conversation with Matt Brinker, Managing Partner of Merchant and Lumiant Board Member. In part 2 of this conversation we discuss:What a focus on net new assets says about your businessWhat having a consistent and repeatable client experience indicates about key staff metrics like retention and development. The challenge of key person dependancy within a business' client experienceThe impact of marketing & branding to bridge that gap after your sphere of influence...
In this 2 part series we're joined by Matt Brinker, Managing Partner of Merchant and Lumiant Board Member. 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! Matt and Merchant are focused on evaluating new investment opportunities and helping partner firms work through strategic and operational initiatives for growth and scale. In this episode we discuss: ...
We're often asked at Lumiant, how advice professionals can consider designing their client experience. It's a challenge many advice professionals have to work through when they put on their business owner hat and without the right framework can often feel daunting. To help, we enlisted the services of our design professional Guy Ligertwood, Head of Design here at Lumiant to talk through a simple design framework advice professionals can use in their business when thinking about experienc...
In this episode we're joined by Mike Mcleod from Enlightened Financial Solutions who isa retirement and social security specialist for mum & dad type clients at Enlightened Financial Solutions, Mackay. Mike brings in a couple experiences with his retiree clients as well as shares some great insights into: His own change journey from not wanting to have these conversations for himself, but not precluding his clients from experiencing itHow he builds mutual trust with clientsHow h...
We continue our conversation with Brian Pasalich, CEO of Syntoniq. In part 2 of the interview Brian discusses: The impact of jumping in quickly to save people when they say they don't knowThe power of embracing healthy conflict between spouses as well as between client and advisorAddressing thought "intention" versus thought "action"Asking how to hold clients accountable to their plansTo learn more about how Lumiant can help you engage clients with values based advice visit www.lumi...
In this episode we're joined by Brian Pasalich, CEO of Syntoniq. Brian shares our passion for advice experiences that acknowledge the human in all of us. In part 1 of this 2 part interview Brian discusses: It doesn’t matter what we think. Our role is to make clients think – How do we know our clients if they don’t know themselves?Acknowledging the parent/child relationship within an Advisor/Client relationship. Confronting without being confrontational, getting comfortable bein...
We're back for our first episode of Season 2 with our first guest from New Zealand. We're joined by James Gray from Liberty Life in Auckland. We excitedly got James on after he shared an amazing email he got from a client updating him on their goals. We unpack this story and learn from James: how he engages the non-financial spousewhat body language tells him about engagement the powerful questions he uses to uncover the why and;how it's all about amplifying trustTo learn more ...
Part 2 of our conversation with Dr. Travis Parry of the Make Time Institute. In this episode Mark and Travis go next level down to discuss practical examples of implementing Travis' frameworks for achieving balance. The discuss: The benefits of getting values alignment with your spouse for your business and life Who and how to use an accountability partner if you don't have a spouseHow to create an ideal calendar to help you achieve your balance Where to find your work "sw...
This episode is all about YOU! Lumiant Live is traditionally focused on how advice professionals have helped clients through their values based advice experience. In this episode we flip it around and focus on how you can help yourself, live your best life. Our very special guest is Dr. Travis Parry, founder of the Make Time Institute and author of #1 best selling book, Achieving Balance. Travis' research and specialization is in helping Financial Professionals and Business Ow...
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