Jul 22, 20231 minWhitepapersUse Case: Expand household relationships with Lumiant HALO This short guide provides an example workflow for how you can use Lumiant HALO to expand household relationships with the next generation.
Jul 22, 20231 minWhitepapersWhitepaper: The Science Behind Lumiant HALOThis whitepaper for financial advisors looks at how health and longevity planning can help personalize financial plans for clients.
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.
Nov 10, 20222 minThought LeadershipAdvisors leaving billions on the table by failing women but are new products the answer?Lumiant’s response to a new study published by Bonn, Wealth Management: Building a Winning Client Experience for Women. A report...