Whitepaper: Marketing Strategy - How to get it right
In this whitepaper, financial advisors will learn how to develop a winning marketing strategy that will win new clients.
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A place for advisors and clients to call home.
A memorable, measurable, scalable, and transformational values-based advice experience.
Designed by values-based advice professionals, Lumiant’s Discovery & Progress, Data Collection, and Advice Delivery tools enable you to deliver highly personalized advice experiences at scale.
Our modules help transform your qualitative client conversations into quantifiable outcomes, visualizing the impact and value of your advice.
From discovery to delivery, Lumiant's modules design & stage extraordinary experiences
Trusted by hundreds of
values-based advice professionals
Michelle Smith, Source Financial Planning
“Lumiant’s advice engagement software maximizes emotional intelligence (EQ), a soft skill that is of paramount importance for successful advisors.”
Calypso Waddell, Australian Private Capital
“If Lumiant ceased to exist I’d be really disappointed. We’ve been looking for something for that helped structure these difficult conversations and track goals progress for so long.”
Brent Fairhead, Design Financial Advisory
“Lumiant allows us to capture information in a process and portal that’s more meaningful, consistent and scalable.”
Michelle Smith, Source Financial Planning
“Lumiant’s advice engagement software maximizes emotional intelligence (EQ), a soft skill that is of paramount importance for successful advisors.”
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your needs
Whether you want to use Lumiant to enhance your discovery or for its complete experience suite, we have the subscriptions to meet your needs.
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Design and stage transformational experiences.
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