Jan 165 minThought LeadershipInto the Lumiverse Episode 4: Training for ExperiencesIn this episode of Into the Lumiverse, Tom Frisby and Mark Akeroyd discuss requirements for financial advice firms staging experiences.
Oct 25, 20233 minInto the LumiverseInto the Lumiverse Episode 3In this episode, Mark, Dennis & Tom talk about the Charles Schwab Modern Wealth Survey and the great shift in how Americans define wealth
Jul 25, 20231 minThought LeadershipEpisode 2: Into The Lumiverse - Healthy. Wealthy. Wise.This month’s Into the Lumiverse looks at the concepts of health, wealth and wisdom as it relates to the financial advice experience.