Bedste Lumia-podcasts (2024)

In this episode, we have Xander Hawes as our featured guest, Financial Advisor with Invest Blue. Xander shares how financial advisors can gain valuable insights from both new & existing clients by embracing a streamlined process and stepping into sometimes uncomfortable values centric conversations. Xander shares two personal client stories with ti…

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Differentiating your experience in advisor transition 38:20

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1y ago38:20

38:20

In this episode, Mark is joined by Brayden Kliendienst, a dynamic and dedicated financial advisor from Invest Blue. After recently completing his Professional Year & inheriting a book of clients from a previous advisor, Brayden shares his insights and experiences on how integrating Lumiant has differentiated his client experience for these clients.…

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Your Success Roadmap with Antony Fernando of St Anthony Financial Planning 36:07

1y ago36:07

36:07

In this episode of Lumiant Live, Mark sits down with Antony Fernando, Principal Advisor of St. Anthony, a financial services professional with an impressive 24-year tenure in the industry. Antony's journey into financial advising led him to become one of the early adopters of Lumiant's platform. During our conversation with Antony and understanding…

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4 Steps To Shifting The Conversation Around Money & Psychology 42:32

1y ago42:32

42:32

Mark is joined by Ross Marino, the Founder and Advisor at Transitus Wealth Partners and the Founder and CEO of Advisor 2x. In their conversation, they discuss the "shift" in financial planning conversations and how to address financial questions without solely focusing on numbers. In this episode, Ross & Mark cover: Four-Step Process: How Ross empl…

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The Interpretive Advisor with Wayne Titus, Savant Wealth Management 44:34

1y ago44:34

44:34

Mark is joined by Wayne Titus, Advisor & Managing Director of Savant Wealth Management Wayne has been involved in the financial services industry since 1991. He served as the founding partner of AMDG Financial and AMDG Tax & Accounting from 2002 until it joined with Savant in 2021. Since Savant partnered with Lumiant, Wayne has been leading the emb…

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Marketing Strategy: How to get it right 58:19

1+ y ago58:19

58:19

In this episode, Mark Akeroyd is joined by Lumiant's head of marketing, Ash Lockett. With over 15 years experience in communications and marketing, Ash has been responsible for developing marketing strategies that have helped global B2B and B2C brands grow in their respective markets, including OPPO, Dell, AMP, Randstad and more. He's also recently…

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Growing Leverage with Alli Jordan, President & COO of LibertyFi 35:48

1+ y ago35:48

35:48

Mark is joined by Alli Jordan, President & COO of LibertyFi. Alli was recently recognised as one of Investment News' 40 under 40. In her role at LibertyFi she's responsible for many aspects of the business, from sales to service escalations to ensuring the advisors they work with are able to fully support their end clients. In addition her blogs he…

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What is your client's narrative and how do you reduce their sacrifice? 50:46

1+ y ago50:46

50:46

Mark is joined by Tom Frisby, Shift Creator at DMW Strategic Consulting. Tom specializes in Financial Services practice management, consulting, coaching and The Experience Economy instruction, helping numerous Advice Practices, design, implement and live their client experience. In this episode, Tom and Mark discuss: How Tom helps advice practices …

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Empowering women to find identity, permission and play to take financial and life control 46:15

1+ y ago46:15

46:15

Mark is joined by Michelle Smith, CEO of Source Financial Advisors. Michelle has helped thousands of women understand their financial options before, during, and after divorce. She is a passionate advocate for women’s financial literacy and developed an educational program and platform, Wife2CFO™, for women who want to design their financial future…

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Staging experiences & guiding client transformations 57:31

1+ y ago57:31

57:31

Mark is joined by Dennis Moseley-Williams, Founder of DMW Strategic Consulting and expert in the experience economy. Dennis helps organizations understand that customer experience is the predominant economic offering in the world today — as distinct from services as services are from goods. He demonstrates ways in which experiences can be crafted a…

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Introducing Genivity & HALO with Heather Holmes, Chief Evangelist Officer Lumiant 40:31

1+ y ago40:31

40:31

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 C…

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Lumiant 2022 in Review & 10 Traits of Values Based Advisors 54:03

1+ y ago54:03

54:03

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 a…

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Finding your brand and unique service proposition - Dan Graham, Next Gen Planners 47:40

2y ago47:40

47:40

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 wi…

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Changing your client experience with a team based approach to advice - Calypso Waddell, Team Leader - Australian Private Capital 36:21

2y ago36:21

36:21

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 t…

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Subconscious client behaviours and how to create a great digital employee experience - Sarah Matthews, Head of Advice Delivery at Virtual Business Partners 42:03

2y ago42:03

42:03

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 …

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Using flow theory to find advisor and client fulfilment - Jordan Hutchison, Head of Product at Shaping Wealth 47:01

2y ago47:01

47:01

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. Jor…

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Part 2 - The impact a great client experience has on business valuations - Matt Brinker, Merchant 24:38

2y ago24:38

24:38

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 per…

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Part 1 - The impact a great client experience has on business valuations - Matt Brinker, Merchant 26:03

2y ago26:03

26:03

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 opportuni…

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How to use an experience design framework - Guy Ligertwood, Head of Design at Lumiant 33:50

2y ago33:50

33:50

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…

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Stories and values themes from a retirement and social security specialist - Mike Mcleod, Enlightened Financial Solutions 35:14

2y ago35:14

35:14

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 …

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Building ideal futures - Brent Brodeski, CEO Savant Wealth Management 52:33

2y ago52:33

52:33

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…

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Part 2 - Permission to get messy - Brian Pasalich, CEO of Syntoniq 28:56

2y ago28:56

28:56

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 t…

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Part 1 - Permission to get messy - Brian Pasalich, CEO of Syntoniq 25:20

2y ago25:20

25:20

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…

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Amplifying trust with - James Gray, Liberty Life 33:27

2y ago33:27

33:27

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 langua…

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Part 2 - Achieving balance for you, the Advice Professional - Dr. Travis Parry - Founder, Make Time Institute 27:07

2+ y ago27:07

27:07

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…

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Part 1 - Achieving balance for you, the Advice Professional - Dr. Travis Parry - Founder, Make Time Institute 24:33

2+ y ago24:33

24:33

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…

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Part 2 - Managing change for your clients, your advisers and your business - Scott Douglas, Director IMFG Corporate Wealth Solutions 17:21

2+ y ago17:21

17:21

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 …

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Part 1 - Managing change for your clients, your advisers and your business - Scott Douglas, Director IMFG Corporate Wealth Solutions 23:37

2+ y ago23:37

23:37

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 r…

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A true intergenerational experience for both your clients and your business - Wayne Elliot, Albert, Delany & Elliot Financial Services 26:15

2+ y ago26:15

26:15

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…

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Part 2 - Our first client guest...A legal ethics professor who just happens to have worked on the FASEA education program! 27:22

2+ y ago27:22

27:22

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 insigh…

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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! 50:49

2+ y ago50:49

50:49

In a Lumiant Live first, Mark is not only joined by adviser Adam Drinkwater from Treysta Wealth but also his client, Steve Mark! Treysta Wealth has been in practice for 30 years and Adam is one of 2 key advisers in the firm. Adam and the team proudly bring values based advice to their 400 clients. Steve, not only is Adam's client but is a lawyer by…

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Part 2 - Emerging trends and the role of technology in the Wealth Industry - Gavin Spitzner, President of Wealth Consulting Partners 24:37

2+ y ago24:37

24:37

Welcome to Part 2 of our discussion with Gavin Spitzner of Wealth Consulting Partners. In this episode Gavin & Mark will continue to unpack the diversity conversation as well as tackle: How businesses may leverage this proposition to change their team structures How good businesses stand out from the crowd Balancing the challenge between hyper pers…

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Part 1 - Emerging trends and the role of technology in the Wealth Industry - Gavin Spitzner, President of Wealth Consulting Partners 27:45

2+ y ago27:45

27:45

In this exciting episode, Mark is joined by Gavin Spitzner, Founder and President of Wealth Consulting Partners based out of New Jersey. As well as being a strategic advisor across a breadth of specialties, Gavin has partnered with numerous top 25 U.S. and Global banks, broker-dealers as well as asset managers, RIAs and Fintech/WealthTech firms to …

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Part 2 - It's not always about more money, it's about getting more out of life! - Werner Jansen, Purpose Advisory 22:02

2+ y ago22:02

22:02

This is Part 2 of our 2 part conversation with Werner Jansen of Purpose Advisory This second half of our conversation with Werner spans: How Werner brings to life the investment conversation and how he educates clients around investments How he chooses to play the role of an accountant accountability partner for his clients and the impact that has …

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Part 1 - It's not always about more money, it's about getting more out of life! - Werner Jansen, Purpose Advisory 23:40

2+ y ago23:40

23:40

Mark is joined by Werner Jansen from Purpose Wealth in Sydney. This is our first conversation that’s had so many insights we’ve decided to break it up into 2 parts! In part 1 you’ll hear Werner bring to life a client example and discuss: How his business has 3 specialist hats that help with clients as opposed to one person having to own 3 hats How …

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Respecting both voices & the balance across 8 dimensions of wellbeing - Mark Pearson, Innovative Wealth Solutions 31:37

2+ y ago31:37

31:37

Mark is joined by Mark Pearson from Innovative Wealth Solutions in Melbourne. In this episode Mark Pearson shares his reflections from two clients who he’s taken through a values-based advice experience. In this episode you’ll hear: How clients can have different values but upon investigation, hold the same meaning How the values experience can imp…

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I've got a new process - Andrew Zbik, Creation Wealth 30:32

2+ y ago30:32

30:32

Mark is joined by Andrew Zbik of Creation Wealth in Sydney. Andrew joins the podcast to talk about a client who had significant cashflow surplus but still harnessed a desire to spend without guilt, as well as some great best practice, like how to overcome that hurdle of introducing something new to clients you've had for years! Andrew covers: How h…

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The art of discussing values - Mark Ciucci 31:33

2+ y ago31:33

31:33

Mark is joined by his first overseas guest, Mark Ciucci. Mark Ciucci has had an illustrious career in the US as Vice President of training and onboarding at Goldman Sachs. He was also a founder and Senior Vice President of Planning & Guidance at United Capital . Mark joins the podcast to discuss his experience in creating the values based card game…

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Systemise to Personalise - Sue Viskovic, Elixir Consulting 26:05

2+ y ago26:05

26:05

Mark is joined by Sue Viskovic Managing Director of Elixir Consulting, a team of expert consultants that empower advisers to deliver better advice through the evolution of better business practices. Sue joins Mark to discuss the often overlooked change management side of things, for business owners or practice managers looking to implement a values…

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Never Assume, navigating the power shift from the CFO spouse to the Non-CFO Spouse - James Williamson, Millhaven Financial Services 25:53

2+ y ago25:53

25:53

Mark is joined by James Williamson from Millhaven Financial Services in Sydney. James joins Mark to discuss two great client examples. One where they've just completed the Annual Progress Meeting, reviewing the values they set last year. The other, where James experienced first hand the shift in power between the CFO spouse (a CEO by trade) and his…

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Play your trump card first - David Haintz, Global Adviser Alpha 23:51

3y ago23:51

23:51

Mark is joined by David Haintz from Global Adviser Alpha, a B2B consultancy helping leading global advice businesses become world class and achieve outstanding result for all stakeholders David joins Mark to discuss how he brought values based advice to life in his time as an adviser in his own firm and how he now helps practices scale their busine…

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The shift from adviser led conversation, to client led conversation - James Wortley, Director of Enlightened Financial Solutions 22:28

3y ago22:28

22:28

In the inaugural Lumiant Live podcast, Mark is joined by James Wortley, Director of Enlightened Financial Solutions in Mackay. James joins mark to discuss how he brought values based advice to life with a retiring business owner client. James covers: how using a values based advice experience shifts from an adviser led conversation to client led. t…

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Autumn Sunset Mix 53:25

3y ago53:25

53:25

Ira' Pres. 8Kays - Feels Good (Original Mix) Pink Floyd - Another Brick in the Wall (Tim Enso & Nadi Moss Remix) Niko Schwind feat. Heartbeat - Perfect Fit (Proud Remix) [Stil vor Talent] Monolink - Return to Oz (ARTBAT Remix) 8Kays feat. Diana Miro - Inside (Extended Mix) Royksopp - What Else Is There? (ARTBAT Remix) Armin van Buuren feat. Mr. Pro…

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Anton Lumia - 'THE FINAL' DJ CONTEST 32:05

4+ y ago32:05

32:05

Anton Lumia - 'THE FINAL' DJ CONTEST by Anton LumiaAf Anton Lumia

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Live @ Summer Colors 4 (Kiev, 24.06.17) 57:30

7+ y ago57:30

57:30

Tracklist:01. Sebastien Leger - I Need You More ft. Laura Barrick (Original Mix)02. Ziger - Substance (Original Mix)03. Gorillaz - We Got The Power (Claptone Remix)04. Purple Disco Machine, Boris Dlugosch - Set It Out (Original Mix)05. Christo - Feel Love Say Yeah (Original Mix)06. Rude Vinyl - In My Eyes (Helsloot Remix)07. Eddie Thoneick - Heart …

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