Training Guide: The Lumiant Date Night [Best Practices]

The Lumiant Date Night

We wanted to help new advisers truly experience the benefits of the Lumiant platform. And what better way than to try it on yourself and a partner, friend, family member or colleague over dinner? This interactive guide will walk you through the Lumiant process over the course of an evening meal. We thought this could be a fun activity to put us through our paces and see the experience from the client’s perspective. It’s also a great excuse to spend some time with the people you care about and have an interesting discussion about what’s important to you. Then bring the conversation to life through Lumiant and gift the completed Best Life Plan with your chosen companion.

What you will need

• Access to the Lumiant platform and Values module
• A nice evening meal and an accompanying bottle of your favourite beverage
• Curiosity and keen listening skills
• Download the attached PDF Lumiant Activity: Date Night 
• Follow the Date Night activity steps one through eight and have a little fun

• Lumiant Date Night.pdf
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