Lumiant Live

In this episode we're joined by Brent Brodeski, CEO of Savant Wealth Management.  Savant Wealth Management has over 300 employees providing wise counsel to individuals, families, and businesses across the US. 

Brent joins us to discuss:

• The origin story of Savant
• What Savant's vision of building ideal futures means 
• His desire to build frameworks from clients to understand their vision, values, wellbeing priorities and levers. 
• The value cycle between clients, employees and the broader community. 
• Savant's aim to find the intersect between excellence and growth.
• His vision for the industry and advice businesses, to move to demonstrating value around building ideal futures with a deep bench of specialists.

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

We continue our conversation with Brian Pasalich, CEO of Syntoniq. 

In part 2 of the interview Brian discusses: 

• The impact of jumping in quickly to save people when they say they don't know
• The power of embracing healthy conflict between spouses as well as between client and advisor
• Addressing thought "intention" versus thought "action"
• Asking how to hold clients accountable to their plans

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 Brian Pasalich, CEO of Syntoniq. Brian shares our passion for advice experiences that acknowledge the human in all of us. 

In part 1 of this 2 part interview Brian discusses: 

• It doesn’t matter what we think. Our role is to make clients think – How do we know our clients if they don’t know themselves?
• Acknowledging the parent/child relationship within an Advisor/Client relationship. 
• Confronting without being confrontational, getting comfortable being uncomfortable in the conversation. 
• The danger of "relating" to your client in the conversation
• The difference between being "liked" and making an impact. 

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

We're back for our first episode of Season 2 with our first guest from New Zealand. We're joined by James Gray from Liberty Life in Auckland. 

We excitedly got James on after he shared an amazing email he got from a client updating him on their goals. We unpack this story and learn from James: 

• how he engages the non-financial spouse
• what body language tells him about engagement 
• the powerful questions he uses to uncover the why and;
• how it's all about amplifying trust

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

Part 2 of our conversation with Dr. Travis Parry of the Make Time Institute. In this episode Mark and Travis go next level down to discuss practical examples of implementing Travis' frameworks for achieving balance. 

The discuss: 

• The benefits of getting values alignment with your spouse for your business and life 
• Who and how to use an accountability partner if you don't have a spouse
• How to create an ideal calendar to help you achieve your balance 
• Where to find your work "sweet spot" 
• Harnessing your "fear tree" to put plans into actions 

To learn more about Dr. Travis Parry and his work head to https://www.travisparry.com/.

You can also purchase a copy of his #1 Best Seller Book "Achieving Balance" at https://www.travisparry.com/book.

To learn more about how Lumiant can help you embed values based advice into your business click visit www.lumiant.io

This episode is all about YOU! 

Lumiant Live is traditionally focused on how advice professionals have helped clients through their values based advice experience. In this episode we flip it around and focus on how you can help yourself, live your best life. 

Our very special guest is Dr. Travis Parry,  founder of the Make Time Institute and author of #1 best selling book, Achieving Balance. Travis' research and specialization is in helping Financial Professionals and Business Owners achieve balance. 

In part 1 of this 2 part series we discuss: 

• Travis' journey from Advisor to Advisor to Advisors. 
• Why your business objectives must align to your relationship objectives
• The challenges financial professionals face due to their desire to "help everybody" 
• The alignment between freedom, flexibility & finances
• How to achieve balance through understanding your internal values & goals, creating your ideal calendar and having an accountability partner. 

To learn more about Dr. Travis Parry and his work head to https://www.travisparry.com/.

You can also purchase a copy of his #1 Best Seller Book "Achieving Balance" at https://www.travisparry.com/book.

To learn more about how Lumiant can help you embed values based advice into your business click visit www.lumiant.io

Mark is joined by Scott Douglas Director and Wealth Specialist from IMFG Corporate Wealth Solutions in Sydney. 

Over this 2 part episode, Scott and Mark discuss how Scott has managed changing to a values based experience with his clients, his 10 advisers and his broader business. 

In part 2, Scott discusses the change management side of implementing a values based advice experiences across his practice. He covers: 

• The steps he took to embed the experience in the DNA of IMFG
• How he engaged his advisers in the change
• How he broke down each step of the process to align internal processes and the client facing website
• The benefit of having experience advisers take the lead in client meetings to role model the change

To learn more about how Lumiant can help you embed values based advice into your business click visit www.lumiant.io

Mark is joined by Scott Douglas Director and Wealth Specialist from IMFG Corporate Wealth Solutions in Sydney. 

Over this 2 part episode, Scott and Mark discuss how Scott has managed changing to a values based experience with his clients, his 10 advisers and his broader business. 

In part 1, Scott unpacks a client story where a client was initially resistant to the change to this experience. He covers: 

• How he tackled his client's objection, "I'm not going to do this, it's not for me, it's for younger people"
• The power of giving your client an "opt out" 
• The impact of demonstrating where there is a divergence in your process for your client 
• How the values experience provides balanced discussions for both spouses where there is a dominant spouse, providing voice for the passive spouse in the relationship.  
• The impact of connecting goals to the "why" empowering clients to make their decisions

To learn more about how Lumiant can help you embed values based advice into your business click visit www.lumiant.io

In this episode, our guest is Wayne Elliot from Albert, Delany & Elliot Financial Services in Wynnum, Queensland. 

Wayne & Mark discuss a couple client examples of Wayne's which highlight how he brings values based advice to life with Lumiant. In particular Wayne shares: 

• How he helps a client visualise and connect with their goals by asking "and who are you doing that with?"
• His review experience which is more about"re-focusing"
• How his "best life" advice experience with his clients focuses on recognising where they've come from, celebrating where they are now and looking towards the future 
• A true intergenerational wealth experience advising across family generations
• How he's using the Lumiant process for his own business succession planning

To learn more about how Lumiant can help you embed values based advice into your business click visit www.lumiant.io

Welcome to part 2 of our 2 part conversation with Adam Drinkwater from Treysta and his client Steve Mark. In this episode we flip the conversation and tap into Steve’s vast legal ethics experience to gain his and Adam’s reflections on how the Lumiant experience helps advisers meet their ethical obligation. 

 In this episode we leverage Steve’s insights from when he helped shape the FASEA ethics education program to unpack: 

• The questions advisors must ask of their process when interpreting regulation 
• How advisors should consider the questions clients might consider and address these as part of their process
• The requirement to invest in interpersonal and communication skills to overcome the barriers clients might put up that obstruct truly getting to know a client’s interests 
• The practice of taking yourself through your experience to feel what a client would feel

 To learn more about how Lumiant can help you embed values based advice into your business click visit www.lumiant.io