Guide Every Meeting with Clear, Actionable Advice Areas

Let's talk client meetings. 

They can be a bit cumbersome at times right? Notes left on different platforms, the need to tab hop across screens, and generic slides are often commonplace amongst meeting experiences.

We can also find that time often runs away from us, leaving us to sprint through some of the more important points around a client's financial plan because we've had to overexplain complex concepts or have spent too much time on portfolio performance. 

What if I told you there was a better way? A way to bring structure, dynamism, and increased engagement to your meetings. Meetings that focus on the key advice areas of your clients' financial plans.

Creating dynamic strategy-focused meetings with Key Advice Areas

The client meeting is a critical component of the advisor-client relationship. It can make or break your advice firm. Great experiences can drive referrals, motivate clients to take action and provide them with the clarity and peace of mind that they want in their relationship.

A bad meeting experience can do the opposite. Clients can disengage from the process, creating roadblocks to execution. Worse, they could churn and seek advice from elsewhere, with their needs left unmet not due to your skills as an advisor but because the experience fell flat.

We wanted to change that. 

Too many meeting experiences are consumed by discussions around portfolio performance—a complex topic that focuses attention on financial returns rather than how the firm is supporting them in achieving their aspirations. 

Worse, clients may not be fully engaged, as not everyone enjoys the numbers conversation, and it can be challenging to tailor explanations around their lives and goals.

So, rather than focus on designing a meeting experience centered around the numbers, we thought a better approach would be to give the financial planning discussion center stage. This is where Lumiant's Key Advice Areas comes into its own.

Your launchpad for effective client meetings

Now don't get me wrong, we're not saying replace your entire meeting experience with Key Advice Areas. But rather, bring that financial planning discussion up the agenda and let the meeting flow naturally into portfolio performance, tasks and action items, and client updates.

We designed Lumiant's Key Advice Areas specifically to achieve this meeting flow. 

The module brings your most important strategies into one view—each labeled by status so you know exactly where to focus:

• Needs Review: Flagged items that warrant a deeper conversation. See links between advice, client values & goals, which completes feedback loop. Clients can see that they’ve spoken to you about what’s important to them, and immediately link it to how you are helping them with it.

  
  

• Working On It: Active strategies your client is already making progress toward. Makes your advice outcomes tangible, where they are often intangible.

  
  

• On Track: Completed or high-confidence strategies that can be celebrated and archived.

By grouping each advice area under one of these three clear categories, you’ll spend less time digging for status updates and more time discussing next steps.

The workflow also allows you to show how advice is always in motion, and the various statuses show how you are working for your clients, even when they are not in your office.

You can use the statuses to drive the discussion of next steps. For example:

1. Kick off with “Needs Review” to address any stalled or deprioritized strategies, ensuring you resolve challenges before they become roadblocks.

   
   

2. Move to “Working On It” to highlight progress, reinforce positive behaviors, and set realistic expectations for upcoming tasks. Keep the momentum going!

   
   

3. Celebrate “On Track” items to build client confidence and demonstrate the value you’re delivering. This is also a good place to start thinking about new strategies or extensions of completed ones to ensure you keep clients moving toward their goals.

   
   

4. Inactive items can inspire clients to act and offer advice they didn't necessarily know was available. This can expand your client relationships and the services you can provide them.

Having structured conversations around each status is critical. It ensures you tackle challenges head-on, keep momentum on priority initiatives, and reinforce client trust by clearly showing progress. The evolving nature of the module can save you time from subsequent meetings, as you always have an up-to-date status of the advice you're working on together, and you don't need to dig through your CRM to find it.

These focused discussions help clients feel heard, understood, and confident in the path forward, strengthening your relationship and driving better outcomes. Thus, building long-term relationships of trust. 

In just a few clicks, the Key Advice Armodule transforms your meeting into an interactive, strategy-driven session, helping clients leave with clarity and momentum.

Ready to make every conversation more strategic? Contact your customer success representative or click the button below to get a demo.

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