Getting Started
What you need to get started in Lumiant
- 8 Dimension of Wellbeing & Values Based Advice [Getting Started]
- The Science & Insights Shaping Our Values-Based Approach [FAQs]
- Why Lumiant? [Getting Started]
- Introduction to Lumiant [Getting Started]
- Understanding the 8 Dimensions of Wellbeing [Product Guides]
- Your Life [Product Guides] See all 16 articles
Product Overview
- Lumiant integration with Xplan - Full Guide [Product Guides]
- What is a Lead Magnet? [Best Practices]
- How to add an Adviser/User to Lumiant [How-Tos]
- How to bulk upload your client book to Lumiant [How-Tos]
- How to setup Multi-Factor Authentication for your practice & your clients [How-Tos]
- White Labelling Guide [Product Guides] See all 13 articles
Setting up Your Lumiant site
- LUMIANT ACADEMY - How to enrol and register [How-Tos]
- Pricing the value of advice [Best Practices]
- Foundation Skills - Conversation Principles [Best Practices]
- Understanding Client Behaviour [Best Practices]
- Foundation Skills - Facilitating Effective Conversations [Best Practices]
- Foundation Skills - CFO and non-CFO Partners [Best Practices] See all 20 articles