Lumiant Portal Introduction Video Guide for Clients [Best Practices]

Overview

Welcome to the Lumiant Portal Introduction Video Guide! This document is designed to help you effectively utilise the video resources available to educate your clients about the Lumiant portal. This guide covers the following key areas:

• Understanding the Available Video Resource
• Encouraging Personalized Video Creation
• Sharing the Video with Clients
• Registering Clients for the Portal
• Including a Welcome Email Template

1. Understanding the Available Video Resource

As an advisor, you have access to a comprehensive video that introduces and explains the Lumiant client portal. This video is an excellent tool to help your clients understand how to navigate and utilise the portal effectively. 

Key Points Covered in the Video:

• Overview of the Lumiant client portal features.
• Step-by-step guide on how to navigate the portal.
• Explanation of the benefits of using the portal.

Watch here: Lumiant Portal Introduction Video

Additional Resources

You can download the video on the attached documents below. (Note: The video available is directed to practices on a Professional Package.)

2. Encouraging Personalized Video Creation

While the provided video is a great starting point, we encourage you to record your own video. Creating a personalised video allows you to:

• Brand the video with your firm’s identity.
• Add a personal touch with your voice and style.
• Tailor the content to include specific information relevant to your clients.

Tips for Creating Your Own Video:

• Introduce yourself and your firm.
• Highlight key features of the Lumiant client portal.
• Provide specific examples of how your clients can benefit from the portal.
• Keep the video concise and engaging.

Additional Resources

To access a script for creating your own video, see the attached documents to download an example script.

3. Sharing the Video with Clients

For Professional package users, sharing the video at the time of registering clients is highly recommended. It ensures clients are familiar with the portal from the very beginning.

Steps to Share the Video:

• Email the Video Link: Include the video link in your welcome email.
• Include in Onboarding Materials: Make the video part of your onboarding materials to ensure all new clients see it.

4. Registering Clients for the Portal

Creating an online account for your clients will give them access to the digital Lumiant Dashboard.

This will allow clients to log in, view their work with you, and add and complete their Tasks and Goals.

For a detailed step-by-step guide on how to register clients, please refer to this guide.

5. Including a Welcome Email Template

To support the video, we recommend including a welcome email template that introduces the registration to the portal. Here’s a sample template you can use:

 

Thanks for meeting

Dear [insert name here]

We’re on track to helping you live your best life.
Thanks for spending time with us today. Congratulations on taking the first step to implement your best life. We’re excited to put in place the strategies that will help you achieve the following:

• Insert Goals

What we need from you
We will continually work together to implement your best life. Here are the actions we need you to do before our next meeting to finalise your advice

• Insert outstanding items
• Complete your registration for your client portal login using the links below
• Set your secure password to access all the great things that have been achieved together.

[Registration links]

Here is a walkthrough video of the portal.

What we’re doing
We’ll get started on doing our part by

• Submitting applications etc

Next steps
We have your implementation meeting booked for [insert date and time]. In the next meeting, we will take you through everything that has been implemented, ensure you’re set up for success, and clear what you need to do between then and our progress meeting. Also, we will take you on a tour of your portal to see this all in action. However, feel free to explore at your own pace in the interim.

If you need support completing your registration or have any questions, please don’t hesitate to reach out!

[Advisor name]

Financial Advisor
[Company name]
[Fax number]
[Email Address]

Additional Resources

Lumiant Academy: Access additional training materials and resources in the Lumiant Academy.

By following this guide, you can ensure that your clients have a smooth and informed experience with the Lumiant client portal. Happy advising!

If you have any questions, you can contact our support team at [e-mail].

• [Script] Lumiant Portal Introduction Video Guide.docx
  300 KB Download
• Lumiant Portal Introduction video.mp4
  20 MB Download