Lumiant Live
By Mark Akeroyd
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Category: Investing
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Episodes: 42
Description
The podcast for advice professionals that believe in a values-based advice experience but still have that question “how does it all work?”. The Lumiant Live podcasts connects listeners with other advice professionals to hear best practice client stories or business examples and lifts the lid on how they made it happen.
| Episode | Date |
|---|---|
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Get comfortable being uncomfortable, taking the 1st step
|
Nov 06, 2023 |
|
Differentiating your experience in advisor transition
|
Oct 23, 2023 |
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Your Success Roadmap with Antony Fernando of St Anthony Financial Planning
|
Oct 06, 2023 |
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4 Steps To Shifting The Conversation Around Money & Psychology
|
Sep 26, 2023 |
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The Interpretive Advisor with Wayne Titus, Savant Wealth Management
|
Sep 11, 2023 |
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Marketing Strategy: How to get it right
|
Aug 14, 2023 |
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Growing Leverage with Alli Jordan, President & COO of LibertyFi
|
Jul 16, 2023 |
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What is your client's narrative and how do you reduce their sacrifice?
|
Jul 03, 2023 |
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Empowering women to find identity, permission and play to take financial and life control
|
Jun 13, 2023 |
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Staging experiences & guiding client transformations
|
May 28, 2023 |
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Introducing Genivity & HALO with Heather Holmes, Chief Evangelist Officer Lumiant
|
May 16, 2023 |
|
Lumiant 2022 in Review & 10 Traits of Values Based Advisors
|
May 01, 2023 |
|
Finding your brand and unique service proposition - Dan Graham, Next Gen Planners
|
Dec 10, 2022 |
|
Changing your client experience with a team based approach to advice - Calypso Waddell, Team Leader - Australian Private Capital
|
Dec 05, 2022 |
|
Subconscious client behaviours and how to create a great digital employee experience - Sarah Matthews, Head of Advice Delivery at Virtual Business Partners
|
Nov 28, 2022 |
|
Using flow theory to find advisor and client fulfilment - Jordan Hutchison, Head of Product at Shaping Wealth
|
Nov 14, 2022 |
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Part 2 - The impact a great client experience has on business valuations - Matt Brinker, Merchant
|
Oct 31, 2022 |
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Part 1 - The impact a great client experience has on business valuations - Matt Brinker, Merchant
|
Oct 25, 2022 |
|
How to use an experience design framework - Guy Ligertwood, Head of Design at Lumiant
|
Oct 24, 2022 |
|
Stories and values themes from a retirement and social security specialist - Mike Mcleod, Enlightened Financial Solutions
|
Oct 16, 2022 |
|
Building ideal futures - Brent Brodeski, CEO Savant Wealth Management
|
Oct 06, 2022 |
|
Part 2 - Permission to get messy - Brian Pasalich, CEO of Syntoniq
|
Oct 02, 2022 |
|
Part 1 - Permission to get messy - Brian Pasalich, CEO of Syntoniq
|
Sep 25, 2022 |
|
Amplifying trust with - James Gray, Liberty Life
|
Sep 17, 2022 |
|
Part 2 - Achieving balance for you, the Advice Professional - Dr. Travis Parry - Founder, Make Time Institute
|
Jul 10, 2022 |
|
Part 1 - Achieving balance for you, the Advice Professional - Dr. Travis Parry - Founder, Make Time Institute
|
Jul 03, 2022 |
|
Part 2 - Managing change for your clients, your advisers and your business - Scott Douglas, Director IMFG Corporate Wealth Solutions
|
Jun 27, 2022 |
|
Part 1 - Managing change for your clients, your advisers and your business - Scott Douglas, Director IMFG Corporate Wealth Solutions
|
Jun 19, 2022 |
|
A true intergenerational experience for both your clients and your business - Wayne Elliot, Albert, Delany & Elliot Financial Services
|
Jun 13, 2022 |
|
Part 2 - Our first client guest...A legal ethics professor who just happens to have worked on the FASEA education program!
|
Jun 06, 2022 |
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Part 1 - Our first client guest...A legal ethics professor who just happens to have worked on the FASEA education program!
|
May 30, 2022 |
|
Part 2 - Emerging trends and the role of technology in the Wealth Industry - Gavin Spitzner, President of Wealth Consulting Partners
|
May 15, 2022 |
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Part 1 - Emerging trends and the role of technology in the Wealth Industry - Gavin Spitzner, President of Wealth Consulting Partners
|
May 15, 2022 |
|
Part 2 - It's not always about more money, it's about getting more out of life! - Werner Jansen, Purpose Advisory
|
May 06, 2022 |
|
Part 1 - It's not always about more money, it's about getting more out of life! - Werner Jansen, Purpose Advisory
|
May 02, 2022 |
|
Respecting both voices & the balance across 8 dimensions of wellbeing - Mark Pearson, Innovative Wealth Solutions
|
Apr 25, 2022 |
|
I've got a new process - Andrew Zbik, Creation Wealth
|
Mar 31, 2022 |
|
The art of discussing values - Mark Ciucci
|
Mar 19, 2022 |
|
Systemise to Personalise - Sue Viskovic, Elixir Consulting
|
Mar 10, 2022 |
|
Never Assume, navigating the power shift from the CFO spouse to the Non-CFO Spouse - James Williamson, Millhaven Financial Services
|
Mar 04, 2022 |
|
Play your trump card first - David Haintz, Global Adviser Alpha
|
Feb 25, 2022 |
|
The shift from adviser led conversation, to client led conversation - James Wortley, Director of Enlightened Financial Solutions
|
Feb 18, 2022 |