Jun 2, 20231 minWhitepapersWhitepaper: The Eight Dimensions of WellbeingWhat are the eight dimensions of wellbeing and how do they allow financial advisors to better engage clients and grow their revenue.
May 22, 20232 minWebinarsThe Transformational Advice Experience for Your Clients and Your FirmJoin LibertyFi and Lumiant on 25 April 2023 at 1 pm CT as we speak with certified experience economy expert, Dennis Moseley-Williams
May 10, 20237 minThought LeadershipThe questions a lifestyle-influenced, longevity-optimized modeling tool answersHow a longevity planning conversation can help answer important financial planning questions for clients.
May 9, 20234 minThought LeadershipHow Surveys fits in your Lumiant-enhanced financial planning experienceWith the launch of Lumiant's Surveys, this article explains how you can use this financial planning software through your advice experience
May 9, 20234 minProduct Update: SurveysLumiant has updated its financial planning software with new discovery and fact finding module Surveys, plus more.
May 4, 20235 minThought LeadershipThis is not the proposition you’re looking for Rated 5 out of 5 stars.(1)Why Statistical evidence for values-based advice is a red herring.