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INFORMAZIONI SU QUESTO EPISODIO
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
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Cerca gli episodi passati di Lumiant Live.
ALTRI EPISODI IN QUESTO PODCAST
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 o…
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 demo…
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 advi…
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 ori…
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™, …
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Mark Akeroyd, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.
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