Lumiant Live

Mark is joined by Heather Holmes newly appointed Chief Evangelist Officer at Lumiant. 

Heather and her team have joined Lumiant in the recent acquisition of Heather's company, Genivity. In this episode Heather and Mark discuss: 

• Heather’s journey from the Health industry to FinTech and the origin story of Genivity
• How HALO helps advisors engage the Chief Medical Officer of the family to empower them to make financial decisions 
• The impact having the real time lifestyle optimisation toggles can have engaging clients to make better lifestyle choices that impact their quality of life but also their potential cost of extended care in the later stages of life. 
• How HALO helps advisors as a lead magnet, as well as a proposition differentiator and planning scenario input to ensure you’re not just modelling based on the average…as no client’s life is just average
• Why Lumiant & HALO working together can help clients live better, longer and on purpose.  

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

For episode 1 of Season 3, we flip the script!!!

Usual host Mark, gets in the hot seat and is interviewed by Graham Thomas of wealthmanagement.com. 

In 2022 Lumiant expanded across Australia, New Zealand and the USA and has some great learnings along the way. In this episode, Graham interviews Mark on: 

• The differences we've observed between the US and Australian markets
• Mark's view on the impact ChatGPT might have on the advice experience and what advice experiences entail
• Lumiant's client insights, top areas of wellbeing & values from their 2022 year in review report 
• The  10 traits of values based advisors they've observed embedding great values based experiences

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

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

This week's guest is Calypso Waddell, Team Leader at Australian Private Capital (APC).  With her years of experience managing process and operations at APC, Calypso joins us to discuss how they went about changing their tech stack and client experience, in particular with their team based approach to advice. 
Calypso discusses: 

• How APC manage their team based approach to advice rotating advisors and making support staff client facing 
• The foundations they need to have in place to execute team based advice experiences
• How they assessed their tech stack & experience when they were considering a change
• How they considered rolling out the change with their client base 
• What their decision making process was for changing their business templates, tasks and deliverables. 

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

This week's guest is Sarah Matthews, Head of Advice Delivery at Virtual Business Partners. Sarah jumps on the podcast to discuss her insights across her rich expertise in particular in her previous role as a money coach and now her role at Virtual Business Partners. 
In this episode Sarah discusses:

• How clients can fall in to the trap of doing what society expects not what they truly want
• How to unpack your clients money story and any limiting beliefs 
• The presence of subconscious behaviours and their potential self sabotaging money effects
• The trends she sees in the over 200 advice business she works with 
• How to move from not just a great digital client experience but a digital employee experience to leverage global talent

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

This week we're joined by Jordan Hutchison, Head of Product at Shaping Wealth. Jordan is an industry expert in the financial technology and financial planning profession. Jordan has held many leadership roles within the industry and has many academic accolades in particular a Doctorate in behavioral science, specifically in positive psychology.

Jordan joins us to discuss his expertise in Flow Theory, the art of "getting in the zone" and how you can use this theory in both your business and with your clients. In this conversation we cover: 

• What flow theory is and how you can harness it at work, at home and with your clients. 
• The impact of flow theory on advisor and client wellbeing 
• What frameworks you can use with yourself and your clients to find what gives you flow, energy and fulfilment
• Key questions you can use in client appointments to help clients discover what gives them the most fulfilment in life
• How to harness what gives your client's energy into "snackable" actions to help close the action/intention gap.

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

We continue our conversation with Matt Brinker, Managing Partner of Merchant and Lumiant Board Member. 

In part 2 of this conversation we discuss:

• What a focus on net new assets says about your business
• What having a consistent and repeatable client experience indicates about key staff metrics like retention and development. 
• The challenge of key person dependancy within a business' client experience
• The impact of marketing & branding to bridge that gap after your sphere of influence is exhausted 

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

In this 2 part series we're joined by Matt Brinker, Managing Partner of Merchant and Lumiant Board Member. 

We often speak about the impact a consistently great client experience would have on a business valuation but we decided to go straight to someone who does this for a living! Matt and Merchant are focused on evaluating new investment opportunities and helping partner firms work through strategic and operational initiatives for growth and scale. 

In this episode we discuss: 

• What it is that Merchant look for in a successful business 
• How to measure for culture
• The microcosms of culture that indicate business health 
• How to measure and identify the impact of a great client experience
• The value of organic growth vs inorganic growth 

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

We're often asked at Lumiant, how advice professionals can consider designing their client experience. It's a challenge many advice professionals have to work through when they put on their business owner hat and without the right framework can often feel daunting. 

To help, we enlisted the services of our design professional Guy Ligertwood, Head of Design here at Lumiant to talk through a simple design framework advice professionals can use in their business when thinking about experience design. 

In this episode Guy discusses: 

• His experience transitioning from a non-design background to a design role. A place Advice business owners find themselves in all the time!
• His observations of experience design within the Advice industry 
• The double diamond design framework - define the problem, research the problem, design , deliver then go around again and iterate
• The importance of really testing if you're solving the right problem
• Knowing when to acknowledge and embrace bias in the process
• The importance of circling back post implementation to test if the problem was really solved. 

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

In this episode we're joined by Mike Mcleod from Enlightened Financial Solutions who isa retirement and social security specialist for mum & dad type clients at Enlightened Financial Solutions, Mackay. 

Mike brings in a couple experiences with his retiree clients as well as shares some great insights into: 

• His own change journey from not wanting to have these conversations for himself, but not precluding his clients from experiencing it
• How he builds mutual trust with clients
• How he uses storytelling to create impact 
• The key values themes he hears from his specialist client base

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