Resources
Check out our Webinars, Podcast and our Lumiant Newsletter
- The 10 Traits of Values Based Advisers
- Episode 13 Part 2 - Achieving Balance for You, the Advice Professional
- Episode 13 Pt1 - Achieving balance for you, the Advice Professional
- Episode 12 Pt 2 - Managing change for your clients, your advisers and your business
- Episode 12 Pt 1 - Managing change for clients, your team and your business
- Episode 11 - A true intergenerational experience for both your clients and your business See all 19 articles
Our Podcast - Lumiant Live
- Webinar: Introducing Your Best Life
- Webinar: Turning Values into goals with Lumiant
- Webinar: Discover your client's values with Lumiant
- Webinar: Introducing Lumiant to Clients
- Webinar: Introduction to Client Management
- Webinar: The Enhanced Lumiant Experience