Shows
Lumiant LiveGet comfortable being uncomfortable, taking the 1st stepIn 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...
2023-11-0643 minLumiant LiveDifferentiating your experience in advisor transitionIn 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 effec...
2023-10-2338 minLumiant LiveYour Success Roadmap with Antony Fernando of St Anthony Financial PlanningIn 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 a...
2023-10-0636 minLumiant Live4 Steps To Shifting The Conversation Around Money & PsychologyMark 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 op...
2023-09-2642 minLumiant LiveThe Interpretive Advisor with Wayne Titus, Savant Wealth ManagementMark 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 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 eff...
2023-09-1144 min
AFO|Wealth Management ForwardBest Life Plan: Transformational Values-Based AdviceIn this episode, Rory speaks with Mark Akeroyd, the Head of Product at Lumiant, an advice and client engagement platform where advisors connect with clients around their lives, values, and finances. Learn about the research from the University of Michigan, exploring the eight dimensions of well-being and how we can become healthy, wealthy, and wise. Find out how we can transition from offering services to staging experiences that can ultimately lead to profound client transformations. Mark underscores the art of aligning a client's values with their financial goals, infusing purpose into financial planning. He discusses the importance of making...
2023-09-0744 min
FutureProof Advisor PodcastUsing Frameworks and Life Planning to Transform the Financial Advisory Experience with Mark AkeroydMark Akeroyd, Head of Product at Lumiant and Host of the Lumiant Live Podcast, joins Matt Reiner on this episode of Bridging the Gap to discuss the art of guiding clients and helping them define their best life. Mark opens up about his journey, and talks through how he went from initially wanting to be a sports journalist to working in the financial industry. Mark shares valuable insights on how financial advisors can become more than just money managers for their clients. He emphasizes the importance of providing clarity, defining clients’ best lives, and empowering them...
2023-09-0644 minLumiant LiveMarketing Strategy: How to get it rightIn 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...
2023-08-1458 min
Ensombl Advice AustraliaAdviceTech Podcast #46 - LumiantIn this episode, Peita chats with Mark Akeroyd, Head of Product at Lumiant. They take a deep dive into the features of the advice and client engagement platform, where it fits in an advisor's tech stack, and the power of a scalable experience. Lumiant Website: https://www.lumiant.io/ Mark Akeroyd LinkedIn: https://www.linkedin.com/in/markakeroyd/ Curiosity Corner (AI Playground): https://sdk.vercel.ai/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230804 Join t...
2023-08-031h 23Lumiant LiveGrowing Leverage with Alli Jordan, President & COO of LibertyFiMark 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 tha...
2023-07-1635 minLumiant LiveWhat is your client's narrative and how do you reduce their sacrifice?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 experienceThe need for Advisors to lead the client narrative to shape perceptionHow advisors can shift from telling their clients "what to do" to "leading them" to the next place. How advisors can truly answer...
2023-07-0350 minLumiant LiveEmpowering women to find identity, permission and play to take financial and life controlMark 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 independenceHow she re-designed her space to help her clients feel and see what's in them.How she helps women find identity through re-br...
2023-06-1346 minLumiant LiveStaging experiences & guiding client transformationsMark 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 advisorsThe difference between services and experiencesHow the role of a Financial Advisor is to stage a series of seq...
2023-05-2857 minLumiant LiveIntroducing Genivity & HALO with Heather Holmes, Chief Evangelist Officer LumiantMark 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 GenivityHow 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...
2023-05-1640 minLumiant LiveLumiant 2022 in Review & 10 Traits of Values Based AdvisorsFor 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 marketsMark's view on the impact ChatGPT might have on the advice experience and what advice experiences entailLumiant's client insights, top areas of wellbeing & values from their 2022 year in review report The 10 traits of values based advi...
2023-05-0154 minLumiant LiveFinding your brand and unique service proposition - Dan Graham, Next Gen PlannersOur 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 businessHow to build and show your bu...
2022-12-1047 minLumiant LiveChanging your client experience with a team based approach to advice - Calypso Waddell, Team Leader - Australian Private CapitalThis 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 experiencesHow they assessed their tech stack & experience when they were considering a changeHow they considered rolling out...
2022-12-0536 minLumiant LiveSubconscious client behaviours and how to create a great digital employee experience - Sarah Matthews, Head of Advice Delivery at Virtual Business PartnersThis 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 society expects not what they truly wantHow to unpack your clients money story and any limiting beliefs The presence of subconscious behaviours and their potential self sabotaging money effectsThe trends she sees in the over 200 advice bu...
2022-11-2842 minLumiant LiveUsing flow theory to find advisor and client fulfilment - Jordan Hutchison, Head of Product at Shaping WealthThis 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.Jordan joins us to discuss his expertise in Flow Theory, the art of "getting in the zone" and how you can use this theory in both your business and with your clients. In this conversation we cover: What flow theory is and how you can h...
2022-11-1447 minLumiant LivePart 2 - The impact a great client experience has on business valuations - Matt Brinker, MerchantWe 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 businessWhat having a consistent and repeatable client experience indicates about key staff metrics like retention and development. The challenge of key person dependancy within a business' client experienceThe impact of marketing & branding to bridge that gap after your sphere of influence is exhausted To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
2022-10-3124 minLumiant LivePart 1 - The impact a great client experience has on business valuations - Matt Brinker, MerchantIn 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 opportunities and helping partner firms work through strategic and operational initiatives for growth and scale. In this episode we discuss: What it is that Merchant look for in a successful business How to measure for cultureThe microcosms of c...
2022-10-2526 minLumiant LiveHow to use an experience design framework - Guy Ligertwood, Head of Design at LumiantWe'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 Design here at Lumiant to talk through a simple design framework advice professionals can use in their business when thinking about experience design. In this episode Guy discusses: His experience transitioning from a non-design background to a design role. A p...
2022-10-2433 minLumiant LiveStories and values themes from a retirement and social security specialist - Mike Mcleod, Enlightened Financial SolutionsIn 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 have these conversations for himself, but not precluding his clients from experiencing itHow he builds mutual trust with clientsHow he uses storytelling to create impact The key values themes he hears from his specialist client baseTo learn more about how...
2022-10-1635 minLumiant LiveBuilding ideal futures - Brent Brodeski, CEO Savant Wealth ManagementIn 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 SavantWhat Savant's vision of building ideal futures means His desire to build frameworks from clients to understand their vision, values, wellbeing priorities and levers. The value cycle between clients, employees and the broader community. Savant's aim to find the intersect between excellence and growth.His vision for the industry and advice businesses, to move to demonstrating value aroun...
2022-10-0652 minLumiant LivePart 2 - Permission to get messy - Brian Pasalich, CEO of SyntoniqWe 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 knowThe power of embracing healthy conflict between spouses as well as between client and advisorAddressing thought "intention" versus thought "action"Asking how to hold clients accountable to their plansTo learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
2022-10-0228 minLumiant LivePart 1 - Permission to get messy - Brian Pasalich, CEO of SyntoniqIn 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 parent/child relationship within an Advisor/Client relationship. Confronting without being confrontational, getting comfortable being uncomfortable in the conversation. The danger of "relating" to your client in the conversationThe difference between being "liked" and making an...
2022-09-2525 minLumiant LiveAmplifying trust with - James Gray, Liberty LifeWe'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 spousewhat body language tells him about engagement the powerful questions he uses to uncover the why and;how it's all about amplifying trustTo learn more about how Lumiant can help you engage clients with values bas...
2022-09-1733 minLumiant LivePart 2 - Achieving balance for you, the Advice Professional - Dr. Travis Parry - Founder, Make Time InstitutePart 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 partner if you don't have a spouseHow to create an ideal calendar to help you achieve your balance Where to find your work "sweet spot" Harnessing your "fear tree" to put plans into actions To learn more about Dr. Tr...
2022-07-1027 minLumiant LivePart 1 - Achieving balance for you, the Advice Professional - Dr. Travis Parry - Founder, Make Time InstituteThis 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 #1 best selling book, Achieving Balance. Travis' research and specialization is in helping Financial Professionals and Business Owners achieve balance. In part 1 of this 2 part series we discuss: Travis' journey from Advisor to Advis...
2022-07-0324 minLumiant LivePart 2 - Managing change for your clients, your advisers and your business - Scott Douglas, Director IMFG Corporate Wealth SolutionsMark 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 a values based advice experiences across his practice. He covers: The steps he took to embed the experience in the DNA of IMFGHow he engaged his advisers in the changeHow he broke down each step of the process to align int...
2022-06-2717 minLumiant LivePart 1 - Managing change for your clients, your advisers and your business - Scott Douglas, Director IMFG Corporate Wealth SolutionsMark 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 resistant to the change to this experience. He covers: How he tackled his client's objection, "I'm not going to do this, it's not for me, it's for younger people"The power of giving your client an "opt out" The...
2022-06-1923 minLumiant LiveA true intergenerational experience for both your clients and your business - Wayne Elliot, Albert, Delany & Elliot Financial ServicesIn 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 are you doing that with?"His review experience which is more about"re-focusing"How his "best life" advice experience with his clients focuses on recognising where they've come from, celebrating where they are now and looking towards the future A t...
2022-06-1326 min
Striver Podcast111: How was the UX?We judge all the services and products that we use not always by how good they are but by how they stack up to the benchmark expectations we have in all aspects of our lives, think online shopping, social media, doctors appointments and in-branch banking! Discussing a tech-focused approach to UX and CX with Mark Akeroyd shed some interesting light on how people want to interact with you.....
2022-06-0614 minLumiant LivePart 2 - Our first client guest...A legal ethics professor who just happens to have worked on the FASEA education program!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 insights from when he helped shape the FASEA ethics education program to unpack: The questions advisors must ask of their process when interpreting regulation How advisors should consider the questions clients might consider and address these as part of their p...
2022-06-0627 minLumiant LivePart 1 - Our first client guest...A legal ethics professor who just happens to have worked on the FASEA education program!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 profession. Steve's business, Creative Consequences is a law, business and regulation advisory. Steve has also been a teaching fellow in legal ethics and business law and played a key role in d...
2022-05-3050 minLumiant LivePart 2 - Emerging trends and the role of technology in the Wealth Industry - Gavin Spitzner, President of Wealth Consulting PartnersWelcome 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 structuresHow good businesses stand out from the crowdBalancing the challenge between hyper personalisation and commercialityWhat the top growing firms do Matching emotional propositions with advises logic and expertiseTo learn more about how Lumiant can help you embed values based advice into your business click visit www.lumiant.ioMore of a visual person? You...
2022-05-1524 minLumiant LivePart 1 - Emerging trends and the role of technology in the Wealth Industry - Gavin Spitzner, President of Wealth Consulting PartnersIn 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 develop and implement innovative advisor and client experience solutions leveraging modern technology and processes to improve top and Bottomline business performance. We're also very proud to say Gavin is part of the Lumiant board. In part 1 of this 2 pa...
2022-05-1527 minLumiant LivePart 2 - It's not always about more money, it's about getting more out of life! - Werner Jansen, Purpose AdvisoryThis is Part 2 of our 2 part conversation with Werner Jansen of Purpose AdvisoryThis 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 on his clients perception of value and;A reflective conversation where we discuss how as an industry we've conditioned clients to care about investments and that we equally can and should condition clients to care about their values and g...
2022-05-0722 minLumiant LivePart 1 - It's not always about more money, it's about getting more out of life! - Werner Jansen, Purpose AdvisoryMark 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 hatsHow he plays the facilitation role with clientsHow he inspires action in his clients by linking values to actions required. How he assess the impact of his strategies on a client’s values when it comes to r...
2022-05-0223 minLumiant LiveRespecting both voices & the balance across 8 dimensions of wellbeing - Mark Pearson, Innovative Wealth SolutionsMark 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 meaningHow the values experience can impact the perceptions of the clients on each otherHow he pre-positions the tension that may arise in order to normalise itHow using a values based experience can turn around the trust of a client who’s had bad experiences with advice in the past an...
2022-04-2531 minLumiant LiveI've got a new process - Andrew Zbik, Creation WealthMark 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 he introduces his new process with clients he's got a long relationship with. How he prepositions the values process at the start of review meetingsSome great tips on body language and space to hold th...
2022-03-3130 minLumiant LiveThe art of discussing values - Mark CiucciMark 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 at United Capital, howe he trained it, and the questions he learned were the best way to facilitate the right conversation. Mark covers:His journey of experience design & implementation of values based advice at U...
2022-03-1931 minLumiant LiveSystemise to Personalise - Sue Viskovic, Elixir ConsultingMark 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 based experience into their practice. Sue covers:How business can get really clear on what you're trying to createWhat are they steps you need to consider before implementing new processes or technologyHow you can create systems and still personalise the c...
2022-03-1026 minLumiant LiveNever Assume, navigating the power shift from the CFO spouse to the Non-CFO Spouse - James Williamson, Millhaven Financial ServicesMark 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 wife the Non-CFO spouse as they unpacked their contrasting values. James covers:How he conducts the review experience as it pertains to valuesHow he uses "How do you feel" questions to bring connection to the intangibles of...
2022-03-0425 minLumiant LivePlay your trump card first - David Haintz, Global Adviser AlphaMark 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 stakeholdersDavid 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 business through a values based advice experience. David covers:How he took his business of 120 advisers from 25% conversion of new clients to 67%, doubling their client base, revenue and FUM through creating a consistent values b...
2022-02-2523 min
Lumiant LiveThe shift from adviser led conversation, to client led conversation - James Wortley, Director of Enlightened Financial SolutionsIn 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.the questions he asks to unpack his clients values and turns them into goalsnavigating the differing values between the CFO and Non CFO spouseTo learn more about how Lumiant can help you embed values based advice in...
2022-02-1822 min
Striver PodcastBe Your Client's Conversation HeroTechnology has evolved beyond an enabler, since we are all using it more now than ever before. But let's take a step back to understand how it can be used to design the User Experience (UX) in your practice to deliver a delightful experience. I spoke to Mark Akeroyd from MLC Advice about creating a 'Minimum Viable Audience'. How to identify the jobs that they need done and being the 'hero' in the conversation with the leverage of technology. I hope you enjoy it!
2021-09-0116 min