Introducing Genivity & HALO with Heather Holmes, Chief Evangelist Officer Lumiant
Update: 2023-05-16
Description
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 Genivity
- How 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 toggles can have engaging clients to make better lifestyle choices that impact their quality of life but also their potential cost of extended care in the later stages of life.
- How HALO helps advisors as a lead magnet, as well as a proposition differentiator and planning scenario input to ensure you’re not just modelling based on the average…as no client’s life is just average
- Why Lumiant & HALO working together can help clients live better, longer and on purpose.
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io/halo
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