Differentiating your experience in advisor transition

Lumiant Live

#MBA #Trading #Business #Mark Akeroyd

29:53

Living together in a group is a strategy many animals use to survive and thrive. And a big part of what makes that living situation successful is listening. In this episode, we explore the collaborative world of the naked mole rat. Threshold is nonprofit, listener-supported, and independently produced. You can support Threshold by donating today . To stay connected, sign up for our newsletter . Operation frog sound! Send us your frog sounds for an upcoming episode. We want you to go out, listen for frogs and toads, and record them. Just find someone croaking, and hit record on your phone. It doesn’t matter if there’s background noise. It doesn’t even matter if you’re not sure whether or not you’re hearing an amphibian—if you think you are, we would love to get a recording from you. Please also say your name and where you are in the world, and then email the recording to us at outreach@thresholdpodcast.org…

for ca. et år siden 38:20

MP3•Episode hjem

How Brayden used Lumiant to expedite trust & rapport.
How Brayden used effective survey prepositioning to overcome resistance, enhance engagement and personalize the experience.
How Brayden uncovered hidden client values, guiding clients to embrace changes, like guilt-free spending or new investments, empowering them to live their best lives confidently.

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

42 episoder

Differentiating your experience in advisor transition

Lumiant Live

published for ca. et år siden

Del

MP3•Episode hjem

How Brayden used Lumiant to expedite trust & rapport.
How Brayden used effective survey prepositioning to overcome resistance, enhance engagement and personalize the experience.
How Brayden uncovered hidden client values, guiding clients to embrace changes, like guilt-free spending or new investments, empowering them to live their best lives confidently.

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

42 episoder

#MBA #Trading #Business #Mark Akeroyd

Wszystkie odcinki

1
Get comfortable being uncomfortable, taking the 1st step 43:25

for 1 year siden43:25

43:25

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 tips & insights such as: The need to step out of the comfort zone to achieve better client experiences and improve retention. The significance of following a streamlined values process, showcasing how it adds value to both advisors and clients. The balance of experience vs just following process. The value of prioritizing clients' values and goals in financial planning, resulting in a more personalized and transformational experience for client, regardless of the length of time you've had a relationship with them. To learn more about how Lumiant can help you engage clients with values-based advice visit www.lumiant.io…

1
Differentiating your experience in advisor transition 38:20

for 1 year siden38:20

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. He shares 3 client success stories all with practical tips for new advisors and/or those inheriting books and wanting to expedite their relationship with clients. Key Takeaways from this episode: How Brayden used Lumiant to expedite trust & rapport. How Brayden used effective survey prepositioning to overcome resistance, enhance engagement and personalize the experience. How Brayden uncovered hidden client values, guiding clients to embrace changes, like guilt-free spending or new investments, empowering them to live their best lives confidently. To learn more about how Lumiant can help you engage clients with values-based advice visit www.lumiant.io…

1
Your Success Roadmap with Antony Fernando of St Anthony Financial Planning 36:07

for 1 year siden36:07

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 his Lumiant enhanced client experience, we discuss: The power of offering two complementary meetings to understand clients' holistic needs and build trust. The significance of crafting a "Journey To Success Roadmap" is to resonate with clients and provide a meaningful experience. How authentic and genuine client interactions can lead to client satisfaction and referrals. The importance of showcasing Lumiant's client portal to enhance transparency and keep clients engaged throughout their financial journey. To learn more about how Lumiant can help you engage clients with values-based advice visit www.lumiant.io…

1
4 Steps To Shifting The Conversation Around Money & Psychology 42:32

for 2 years siden42:32

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 employs a structured four-step approach in financial planning, starting with understanding the client's situation and progressing through exploring their financial history, thoughts, and feelings. Non-Judgmental Listening: How Ross emphasizes creating a judgment-free atmosphere during client interactions to encourage open sharing and establish trust. Reframing Client Perspectives: Ross occasionally helps clients see their financial situations positively by considering long-term consequences and alternatives to their decisions. Mission Statement: Having a mission statement, such as "Help others worry less and focus on what to get right," guides his conversations and decision-making processes. To learn more about how Lumiant can help you engage clients with values-based advice visit www.lumiant.io…

1
The Interpretive Advisor with Wayne Titus, Savant Wealth Management 44:34

for 2 years siden44:34

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 embedment and coaching of the Lumiant enhanced goals conversation. In this episode Mark & Wayne discuss: Aligning advisory processes with tools and depth of discovery. The interpretive approach in advising. Focusing on delivering an ideal future for clients. Distinguishing between efficiency and effectiveness in client relationships. Client and advisor responsibilities, emphasizing long-term, knowledge-based relationships. To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io…

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Marketing Strategy: How to get it right 58:19

for 2 years siden58:19

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 completed a Mini MBA in Marketing and is now looking to share his knowledge to help advisors grow in an increasingly competitive market. In this episode, Ash and Mark discuss: - Why digital is only a small part of the marketing toolkit you have at your disposal - The essence of marketing and what you should be looking to achieve - Three steps to creating a winning marketing strategy - The four P's of marketing and how you can use them to grow your business Throughout the episode, Ash refers to several resources. We have included links below: - The science behind mental and physical availability: How brands grow by Byron Sharp (audio book version recommended) https://www.audible.com.au/pd/How-Brands-Grow-Audiobook/B00I5OZBEI?action_code=ASSGB149080119000H&share_location=pdp - The steps to develop a marketing strategy: Three axioms and three questions that summarise all of brand strategy by Mark Ritson in Marketing Week https://www.marketingweek.com/mark-ritson-brand-strategy-marketing/ - Brand positioning: Mark Ritson on the Power of Apple's Brand Positioning (10 min watch) https://www.youtube.com/watch?v=1iAEqKH8ebE - The Four Ps of Marketing: The Four Ps of Marketing and How to Use Them in Your Strategy by Alexandra Twin in Investopedia https://www.investopedia.com/terms/f/four-ps.asp - The Van Westendorp Pricing Model: How To Price Your Product: A Guide To The Van Westendorp Pricing Model by Rebecca Sadwick Shaddix in Forbes https://www.forbes.com/sites/rebeccasadwick/2020/06/22/how-to-price-products/?sh=15fbcea455c7 *Coming Soon* Lumiant's Whitepaper, Marketing Strategy: How to get it right. Find it on www.lumiant.io/insights/categories/whitepapers To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io…

1
Growing Leverage with Alli Jordan, President & COO of LibertyFi 35:48

for 2 years siden35:48

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 help growth-oriented RIAs scale their practices as well as being a mentor through the Envestnet Institute On Campus’ Women in Wealth Management program. In this episode, Alli and Mark discuss: A client story close to Alli's heart that demonstrates the impact of focusing on retirement go-go years can have engaging the non-financial spouse in a relationship. Alli's observations of the next generation of advisors wanting to become the Quarterback of their client's wellness journey. How advisors should assess their true capability requirements before hiring and ask, what am I hiring for? How advisors can grow leverage for their business through outsourcing things that don't drive revenue and focusing on things that do. The need for advice businesses to invest in tech & tools they've already got rather than the next shiny thing and some great tips to do this! To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io To learn more about how LubirtyFi can help you grow leverage in your firm visit https://libertyfi.com/…

1
What is your client's narrative and how do you reduce their sacrifice? 50:46

for 2 years siden50:46

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 find the balance of efficiency in practice management and their client experience The need for Advisors to lead the client narrative to shape perception How advisors can shift from telling their clients "what to do" to "leading them" to the next place. How advisors can truly answer - "What is it I do? What business am I in?" Some of the powerful questions you can use with clients to help guide their transformation to their best life. What customer sacrifice means within experience design and how you can close the gap To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io…

1
Empowering women to find identity, permission and play to take financial and life control 46:15

for 2 years siden46:15

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 post-divorce. In this episode, Michelle and Mark discuss: How Michelle helps newly minted CFO's regain control through economic independence How she re-designed her space to help her clients feel and see what's in them. How she helps women find identity through re-branding post divorce Using play to help set spending priorities and inspire permissible playful thought two powerful client stories of how Michelle has brought this passion to life through her clients To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io…

1
Staging experiences & guiding client transformations 57:31

for 2 years siden57:31

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 and staged so that they entice, educate, satisfy, and transform. In this episode, Dennis and Mark discuss: The experience economy and what it means for advisors The difference between services and experiences How the role of a Financial Advisor is to stage a series of sequential experiences to guide clients through transformations A shift in focus from "what I've done" for clients to "who I've helped them become". Why there is a disconnect between customer satisfaction and client referrals. Practical steps advice businesses can take to implement transformational experiences for their clients. To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io…

1
Introducing Genivity & HALO with Heather Holmes, Chief Evangelist Officer Lumiant 40:31

for 2 years siden40:31

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 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…

1
Lumiant 2022 in Review & 10 Traits of Values Based Advisors 54:03

for 2 years siden54:03

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 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…

1
Finding your brand and unique service proposition - Dan Graham, Next Gen Planners 47:40

for 2 years siden47:40

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 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…

1
Changing your client experience with a team based approach to advice - Calypso Waddell, Team Leader - Australian Private Capital 36:21

for 2 years siden36:21

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 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…

1
Subconscious client behaviours and how to create a great digital employee experience - Sarah Matthews, Head of Advice Delivery at Virtual Business Partners 42:03

for 2 years siden42:03