Dec 14, 20234 minThought LeadershipWant to create a VIP Advice Engagement Experience? Here’s how you can do it with LumiantIn this article, we discuss creating a VIP experience to increase client engagement for a successful financial advisor-client relationship
Nov 28, 20234 minThought LeadershipYou don’t retire on your money - you retire on your memoriesIn this article, we look at how deliberate planning using values and health is more important than maximizing your nest egg in retirement
Nov 22, 20236 minThought LeadershipNew research continues to stress the importance of defining your best life for retirement successResearch reveals 4 characteristics to turn retirement intentions into actions. We explore how to apply them in the financial advice process.
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