Your Life has been designed to understand how your existing clients and new clients feel about their life. It is a useful tool to prime your clients around values and start thinking about what is important in their lives.
- Engage all clients and prospects with Lumiant
- Use Your Life as a tool to increase client engagement
- Capture further information on clients and what their best life looks like to support and serve them with the financial advice they need to live their best life.
- Initial email outreach
- Blog posts
- Social posts