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.
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.
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