In this episode of It's Never About Money I'm joined by Santiago Burridge. Santi is a 25-year industry leader whose career has had one main aim: to improve people's lives for the better.
Lumiant, which he founded in 2021, was at the heart of this conversation. It's an advice engagement and client experience platform, with the simple aim of making advice more accessible to non-financial clients, who have typically been ignored by the profession.
Our conversation covers the problems with product-driven advice, Artificial Intelligence and Financial Advice 3.0 - a phrase coined during the episode. It was a truly fascinating and enlightening conversation. Enjoy!
FIND OUT MORE:
www.lumiant.io
ABOUT IT'S NEVER ABOUT MONEY:
Joe Stephan is a Financial Planner with Stephan Independent Advisory, based in Melbourne, Australia: www.siadvisory.com.au
It's Never About Money is powered by Stephan Independent Advisory: www.itsneveraboutmoney.com.au
It's Never About Money is a proud supporter of Cufa: https://www.cufa.org.au/
