Jul 25, 20231 min
Healthy. Wealthy. Wise.
That’s the topic of this month’s Into the Lumiverse, where Mark Akeroyd is joined by Dennis Moseley-Williams and Tom Frisby at Serious Shift to discuss the big shifts in the financial advice industry.
In this episode the trio cover:
Why health matters in financial planning and how Lumiant's HALO tool helps advisors engage clients around elder care costs.
How the definition of wealthy is changing and you cannot assume it's just the accumulation of money
What does wise mean in the client context and how does it provide them with the confidence to live their best life
How a client proposition built around making them healthy, wealthy and wise can unlock new opportunities for your business
If you’d like to learn more about Lumiant’s new HALO tool visit www.lumiant.io/halo