Mark Akeroyd @markakeroyd21
Joined February 2012-
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In this week's Lumiant Live hear how @MichelleSource ensures there’s already a seat at the table for her clients and they know they are deserving, powerful and capable of taking financial control through her values led experience. Listen - lnkd.in/g-FHRQqJ
New Ep of Lumiant Live out now with @moseleywilliams Hear how the role of a Financial Advisor is to stage a series of sequential experiences to guide clients through transformations! Listen- lnkd.in/g4KUnXfV
New Ep of Lumiant Live out now with @HeatherHolmes1 Hear how HALO helps advisors as a lead magnet, proposition differentiator and planning input to ensure you’re not just modelling based on the average…as no client’s life is just average Listen - lnkd.in/dH5xESyH
In 2022, Lumiant clients identified they needed the most help with their spiritual and intellectual wellbeing. Want to know how that changes the discovery conversation? Check out this weeks podcast here -lnkd.in/gpFFDWwt or read our article - lnkd.in/gPEcxs2i
#2 of the Top 10 traits of Values Based Advisors - They empower clients to tell their story. Hear the other 8 traits of values based advisors in this week's Lumiant Live podcast 🔊 Listen - lnkd.in/gpFFDWwt 📔 Download article - lnkd.in/gStTYaB5
Season 3 of Lumiant Live is here! We flip the script with host @markakeroyd21 jumping in the hot seat being interviewed by Graham Thomas of @wealth_mgmt to discuss Lumiant’s top client insights from 2022 and the 10 traits of values based advisors Listen -lnkd.in/gpFFDWwt
Lumiant Live is Global! It's so heart warming to see our message relating to advice professionals all over the world and we can't want to share more global best practice in season 3. To catch up on our first 2 seasons of Lumiant Live click here - lnkd.in/gscp8gE6
Thank you to our incredible audience who tuned in for Season 2 of Lumiant Live. Lumiant Live strives to bring expert insights, tips and best practice for those looking to embed a values led advice experience but aren't sure where to start. Tune in here - lnkd.in/gscp8gE6
In this week's Lumiant Live episode, Calypso Waddell, from Australian Private Capital discusses how they assessed their tech stack and defined their requirements when looking for a new tech partner to achieve their ideal client experience. Listen here - lnkd.in/gNwEYwAw
In last week's Lumiant Live, @TheHutchJ from @shapingwealth discusses the benefit of breaking down complex tasks into "snackable" small wins to allow a client to gain positive momentum early in their plan implementation. Listen - lnkd.in/gbYhv5FN
New Lumiant Live episode out now with @TheHutchJ from @shapingwealth Tune in to hear what flow theory is and how you can harness it at work, at home and with your clients to improve wellbeing & fulfilment. Listen - lnkd.in/gbYhv5FN
I get the privilege of learning so much every day from @GuyLigertwood about design. It was a real pleasure distilling these learnings and championing his expertise in this week's Lumiant Live episode. He makes what can often be a daunting exercise, sound simple.
Often advice professionals have to re-design their client experience and don't know where to start. In this week's Lumiant Live, @GuyLigertwood shares a simple design framework anyone can use when designing a client experience. Listen - lnkd.in/gYv6PVtP
Each month, hundreds of you have been keen to see what Lumiant can do, keeping our sales team busy. The good news about adding more salespeople to our team is we now have MORE demo spots available! Take advantage and book your time with our team today! bit.ly/lumiant-demo
In this week's Lumiant Live, @GuyLigertwood , discusses the need to stay curious and recognise your end user/client has the answer, you don't when designing your businesses client experience. youtu.be/s8oX0w7XgWk Listen- lnkd.in/gYv6PVtP
Part 2 of our conversation with @mkbrinker of @merchant_im is out now! Tune in to hear more about how client experience impacts the metrics that matter when it comes to business valuations. Listen- lnkd.in/gQB7Mu6S
Having an amazing day at the @dimensional “Advisors in Media” round table event. What an amazing group of advisors. Thank you @dimensional for including us in the #valuesbased advice conversation!
New Lumiant Live Episode out now with @mkbrinker of @merchant_im 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! Listen - lnkd.in/giJ3ZR32
Episode 3 of Lumiant Live Season 2 is out now, with CEO of @SavantWealth, @BBrodeski . Tune in to hear about the journey of Savant and how they build ideal futures with their clients. Listen now - lnkd.in/giyQYrTF
Register for our #webinar next Thursday 13th October at 1pm AEDT to hear Chris Dadej (Lumiant) and Taner Uzelakcil, from @Yodlee discussing the Lumiant x Yodlee partnership and how yodlee integrates into Lumiant. us06web.zoom.us/webinar/regist…
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