top of page

It’s no longer enough to rely on your technical expertise and financial performance to win and retain new clients. These are just hygiene factors in an increasingly commoditized financial services industry.

Now firms must
go beyond financial enrichment and become the guide and coach for clients to achieve contentment in life.

Transformational Advice Experiences for Your Clients and Your Firm

with Dennis Moseley-Williams

Dennis Moseley-Williams

Join LibertyFi and Lumiant, on 13 June at 2pm CT, as we speak with certified experience economy expert Dennis Moseley-Williams, on how advisors can create more value for clients and revenue for their practice by guiding clients to achieve their non-financial aspirations beyond their financial goals.


According to Dennis, financial services are fungible and commoditized. The market is crowded, and advisors need help to stand out. The solution to commoditization is customization. Service is what a client needs, experience is what the client appreciates, and the consequence -- who you help them become -- is why they introduce new clients. 


A new kind of work is required and very much in demand. While the assigned, functional piece of financial planning is essential, even more critical and more engaging is the required work of empowering clients and partnering with them to live a life less ordinary.


To support advisors in conducting this work, LibertyFi will also showcase the latest advice engagement and client experience platform, Lumiant, which it recently added to its roster of best-practice technology solutions for mid-sized RIAs.


Join us and learn:

  • Why a focus on financial products and services will lose you business, revenue, and clients.

  • Why non-financial aspirations, not financial goals, will drive better client experiences that differentiate your firm.

  • How to design and stage client experiences that drive referrals, retention, and revenue by empowering clients to discover, track and live their best lives.

  • An overview of Lumiant and how it can help advisors stage extraordinary client experiences.

libertyfi x lumiant.webp

Webinar Details


Tuesday, June 13


2pm CT / 3pm ET

Guest Speaker

Dennis Moseley-Williams

bottom of page