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EPISOD SEBELUMNYA 🔗

Differentiating your experience in advisor transition

23 Okt 2023

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 ...

00:38:20

Your Success Roadmap with Antony Fernando of St Anthony Financial Planning

6 Okt 2023

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' ...

00:36:07

4 Steps To Shifting The Conversation Around Money & Psychology

26 Sep 2023

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 t ...

00:42:32

The Interpretive Advisor with Wayne Titus, Savant Wealth Management

11 Sep 2023

Mark is joined by Wayne Titus, Advisor & Managing Director of Savant Wealth ManagementWayne 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 ...

00:44:34

Marketing Strategy: How to get it right

14 Ogo 2023

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, inclu ...

00:58:19

Growing Leverage with Alli Jordan, President & COO of LibertyFi

16 Jul 2023

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 a ...

00:35:48

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

3 Jul 2023

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, ...

00:50:46

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

13 Jun 2023

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 ...

00:46:15

Staging experiences & guiding client transformations

28 Mei 2023

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 d ...

00:57:31