In this training session, Mark is joined by Chris Dadej to discuss how to best use Your Best Life.
Your Best Life is Lumiant’s multi-goal optimization engine, which brings to life the value of advice by championing the big question on every client’s lips - am I on track to living the life I’ve always dreamt of.
Our Lumiant training webinar focuses on the Strategy meeting and how to best utilize the Your Best Life module to bring your strategies to life right in front of the client’s eyes.
In this session, we will cover:
- Using Investment Preferences and the Your Life fact find with Your Best Life
- Bringing to life the value of advice with Your Best Life
- Answering the question on every client's mind - “Am I on track?”
- Scenario planning and modeling a household's best life
- Discussing trade-off decisions and scenarios