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The latest news, views and updates from Lumiant
Use Case: Developing deeper client relationships as a repeatable process: Lessons from Strategy First
How Strategy First brought structure to their holistic approach, making deep client relationships the norm, and futureproofing their business with Lumiant. As financial advice becomes increasingly commoditised, advisory firms (and their clients) are searching for points of differentiation. In response, holistic and personalized approaches are fast emerging as the go-to ‘USP’ - both for firms looking to market themselves, and as a desirable feature for prospective clients. B
Oct 167 min read
Use case: Bringing credibility to longevity planning
How Yeisley Financial Group uses Lumiant HALO to bring credibility and confidence to longevity planning
Sep 45 min read
Use case: Going beyond the numbers with HALO
How Capital Insight forged unbreakable client relationships and accelerated growth with personalized longevity planning.
May 296 min read
Guide Every Meeting with Clear, Actionable Advice Areas
The client meeting is a critical component of the advisor-client relationship. It can make or break your advice firm. Great experiences can drive referrals, motivate clients to take action and provide them with the clarity and peace of mind that they want in their relationship. In this blog post, we take a look at how to create dynamic strategy-focused meetings with Key Advice Areas.
May 293 min read
Use Case: Demonstrating the real value of advisory services
Financial advisors are all about spotting investments and unlocking value for their clients, but ironically, they can find it challenging...
May 155 min read
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