For modern financial advisors, creating a fiscal plan for clients is no longer enough —it's now just as important to ensure plans resonate with clients' deeper values and life goals.
Todd Stankiewicz CFP® CMT® ABFP™, listed in Forbes’ “Next Generation Wealth Advisors”, understands this better than anyone. He’s a specialist in applying behavioural finance to assist individuals seeking emotionally intelligent financial planning.
As President of SYKON Capital, an independent advisory firm committed to delivering personalized financial planning, Todd and his team of dedicated advisors aim to stand out in a competitive market by offering a unique, value-driven approach to financial advice. To help achieve this, they turned to Lumiant, a platform that aligned perfectly with their vision of providing a consistent, meaningful and engaging client experience.
Deepen client relationships by focusing on what truly matters
Todd and his team are big believers that traditional financial planning often over relies on numbers and performance. This often alienates clients or fails to address their deeper needs. By implementing Lumiant, SYKON aimed to transform these conversations into something more meaningful.
With Lumiant, SYKON shifted the focus of client interactions from pure financial metrics to discussions about life, goals, personal values, and their overall wellbeing. Finances are just one of the eight dimensions of wellbeing, but ignoring the others leads to shallower conversations, less comprehensive financial plans, and weaker client relationships. This broader approach allowed SYKON to connect with clients on a deeper level, building trust and long-term loyalty.
“The conversations are changing from numbers, whether it’s performance or dollars and cents, to things that are more meaningful about people in general. That’s been the coolest thing because we’re redirecting those client relationships the way we need to” - Todd Stankiewicz, CFP® CMT® ABFP™, President and Chief Investment Officer
Differentiate SYKON and improve client commitment
In a crowded financial advisory market, SYKON wanted to differentiate itself by offering a unique, values-driven service. Lumiant provided the tools to make this possible, allowing SYKON to offer a personalized approach that other firms can’t easily replicate.
Todd and his team also wanted to ensure they were finding and working with the right clients - ones who were committed to planning their future and living their best lives. Financial planning is a two-way street, after all - SYKON is committed, so they only want to work with committed clients too.
By engaging clients with Lumiant’s Life and Values surveys right from the start, SYKON could identify those who were truly committed to their financial and life goals. This helped SYKON attract the right clients and ensured that their time and resources were spent on those who were fully invested in the planning process.
“We saw the platform and realized this is everything we’ve been looking for to help create that consistent client experience, drive the conversation, and make sure we actually listen to clients.”
Standardize client experience and support a team-based advisory model
Consistency in client experience was another critical goal for SYKON. Todd designed his firm around a team-based advisory model, where clients have a ‘primary’ advisor but aren’t solely dependent on them so that they can continue to be served if their primary contact is unavailable for any reason.
As such, SYKON wanted to ensure that every client received the same high-quality service, regardless of which advisor they worked with. Lumiant provided the structure and tools to make this possible.
By standardizing their processes through Lumiant, SYKON was able to support a team-based advisory model. This meant that any advisor could step in and provide seamless service, ensuring continuity and reliability for clients. The platform’s documentation capabilities allowed SYKON to keep detailed records of each client’s goals and values, which any team member could easily access.
“We’ve designed our whole firm structure around how we can create a truly team-based approach. Someone needs to manage the relationship, but I want to create that consistency of experience no matter who the client is speaking with.”
Helping clients live their best lives with Lumiant
By implementing Lumiant, SYKON successfully transformed its client relationships and streamlined operations. Clients responded positively to the new approach, with deeper engagement and a clearer understanding of how their financial plans aligned with their life goals.
Lumiant became the backbone of SYKON’s client interactions, making review meetings more meaningful and productive. The platform not only enhanced the client experience but also supported SYKON’s goal of creating a consistent, high-quality service across their advisory team.
“Lumiant stands on its own. It’s not replacing anything; it’s just enhancing the whole process for us and giving us a tool we’ve spoken long about having something for.”
By focusing on what truly matters to clients, differentiating their services, and standardizing their approach, SYKON has positioned itself as a leader in the financial advisory space, committed to helping clients live their best lives.
Want to learn more? Visit www.lumiant.io or get a demo.