Our last guest for 2022 and Season 2 of Lumiant Live is Dan Graham of Next Gen Planners . Dan joins us all the way from the UK where he is the Head of Community Experience at NextGen Planners and also the Chief Designer at docVinci.  

In both his roles Dan has built extensive experience helping advisors build and execute on their brand & marketing with the aim to stand out from the crowd and deliver great client experiences. In this episode Dan joins Mark to discuss: 

• What your docs say about you & your business
• How to build and show your business and personal brand 
• The importance of a unique service proposition 
• How social media can be a great marketing tool for organic growth 
• Some simple frameworks and activities you can use to bring all of these ideas to life

To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io