Apr 154 minThought LeadershipHow to Live to ZeroThere's lots of attention being given to the Die with Zero approach to retirement planning. This article explores the idea of living to zero
Feb 132 minModule UpdatesSneak Peak: Lumiant to hero client wellbeing with enhanced dashboardLumiant to hero client wellbeing with an enhanced dashboard that brings to life the value of financial advice for clients.
Feb 133 minThought LeadershipThe Game of M.A.S.H.In this article, Blake Wood discusses how the game of M.A.S.H. and its framework could be used to improve the financial advice experience.
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