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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.

Every advisor wants to give their clients the best experience possible. But sometimes, they focus on the wrong things. Yes, the numbers are important, but with AI advisor tools cropping up all over the place, advisors need to differentiate themselves, and fast. 

Key advice areas Lumiant

Our latest Lumiant update, we wanted to share what we’ve been reading in the industry and give you our perspective on some of the challenges

There's lots of attention being given to the Die with Zero approach to retirement planning. This article explores the idea of living to zero