Engage clients around their lives, values & finances.
Define
Uncover what matters
People aren’t average. Our experiences help advisors define, personalize, and customize their clients’ best life plans using the eight dimensions of wellbeing - a model for designing a thriving life.
Our modules help advisors establish and define the relationship with the client as well as collect the client’s important information to start developing their best life plan.
Lead magnets and self-directed experiences that engage clients and get you the information you need.
Transformational experiences that empower every client to define their best life and the goals needed to achieve it.
Establish trusted relationships quickly and consistently by making the initial experience about more than money.
Your Life
Your Life uses a short survey to better understand what life outcomes a client would deem a success.
Better understand your clients and what keeps them up at night before they walk in the door.
Immediately engage the non-financial spouse by making their financial advice experience about their lives, not their wallets.
Generate leads by using the assessment as a lead magnet on your website.
Co-Create
Motivate clients to take action
Co-create to motivate. Our experiences are accessible to any client, no matter their financial literacy, enhancing their engagement in the creation of their personalized financial plan.
Our modules help advisors analyze and visualize a clients unique position to develop and provide personalized recommendations.
Quickly analyze your clients' unique positions using open banking and data aggregation connections.
Let clients interact with their plan outside of meetings with highly visual and easy to use scenario modeling tools.
Visualize the value of your advice by linking your recommendations to life outcomes rather than market performance.
Key Advice Areas
Show your clients the focus areas you can work with them on to achieve their values and goals.
Activate 12 pre-defined Key Advice Areas against their plan and the strategies needed to achieve their goals and dreams.
Show your clients exactly what you’re working on together and what other services they might be interested in later down the line.
Customize your business's Key Advice Areas and strategies to keep your terminology consistent throughout your experience and across your staff.
* only available on Lumiant Pro subscriptions
Guide
Keep clients engaged & on-track
Guide your client's personal transformation with a client portal designed to keep them progressing toward living their best life.
Our modules help advisors and their clients implement their financial plan with confidence. Keeping track of their progress and ensuring they continue to take action outside of client meetings.
Clients can engage and interact with their plan outside of meetings, with notifications sent to their advisor.
Clients can log on at any time to assess whether their choices will impact their ability to live their best life.
Progress scores throughout the client’s Dashboard mean they can always check in to see how they are doing.
Your Dashboard
Continue to keep client's on track outside of meetings with Lumiant's interactive client dashboard.
Your clients can engage with their financial plan outside of meetings.
The Best Life Plan brings to life the intangible value of advice helping clients to value your services better.
A new way to collaborate and connect with clients when it matters most.
