The latest news, views and updates in advice engagement

Oct 34 min read

Use Case: Transforming client relationships with values-based financial planning

How SYKON Capital transformed client relationships with values-based financial planning using Lumiant's Client Experience Platform.

Sep 103 min read

Reimagining Client Engagement: The Power of an Enhanced Best Life Plan

In the changing financial planning and advice space, the importance of comprehensive, client-centric deliverables cannot be overstated.

Aug 294 min read

Use Case: Improving the management and engagement of client review meetings

Learn how you can use Lumiant to improve the management and engagement of client review meetings with Australian Private Capital.

Aug 216 min read

Revolutionising Client Proposals: The Power of a Comprehensive, Client-Focused Terms of Engagement

Traditional approaches to financial advice are no longer sufficient. Clients now demand more transparency, and personalised services.

Jul 134 min read

Use Case: Making longevity planning a unique selling point

WE Alliance Wealth Advisors has made personalized longevity assessments with Lumiant HALO a key part of their financial planning experience.