Elise-Little
Activity overview
Latest activity by Elise-Little-
Elise Little created an article, Getting Your HALO Assessment Embedded on Your Website
Why Embed HALO? Embedding HALO on your website is an excellent way to nurture existing clients and generate new leads. It keeps all client resources in one central location, offering a seamless, pe...
-
Elise Little created an article, HALO Lead Nurturing Email Series; Email Campaign for Leads/Prospective Client [Email Templates]
For implementation in Email Service Provider (Hubspot, MailChimp, etc) Workflow Members Criteria: Non-existing client Completed the HALO assessment on your website or HALO page Timing Recommendati...
-
Elise Little created an article, HALO Existing Client Email Series [Email Templates]
For implementation in Email Service Provider (Hubspot, MailChimp, etc) Workflow Members Criteria: Existing client Timing Recommendations: Email One Email Two – 10 business day delay (after the fi...
-
Elise Little created an article, Blog Post: Your Concerns Are Changing, So Should Your Longevity Plan [Best Practices]
Title: Your Concerns Are Changing, So Should Your Longevity Plan Keyword: Longevity Plan Meta Description: A longevity plan is a better strategy for your financial plan than just thinking abou...
-
Elise Little created an article, Blog Post: Shifting from Retirement Planning to Longevity Planning [Best Practices]
Title: Shifting from Retirement Planning to Longevity Planning Keyword: Longevity Planning Meta Description: Longevity planning is becoming the new standard for financial planning. Retirement plann...
-
Elise Little created an article, HALO Blog Post: How We Can Help You Improve Your Financial Wellness [Best Practices]
Title: How We Can Help You Improve Your Financial Wellness Keywords: financial wellness Meta Description: Financial wellness is key to having a fulfilling retirement. Use our personalized longe...
-
Elise Little created an article, HALO Client Marketing Guide [Best Practices]
HALO Launch Timeline + Roadmap This guide will cover: Purpose + Goals Marketing Strategy Overview + Timeline Strategy Timeline Social Media Materials Blog/Content Pieces Purpose + Goals The purpo...
-
Elise Little created an article, Client Dashboard [Product Guides]
Overview The Lumiant Client Dashboard empowers you to: Provide a unique, engaging experience for clients, setting you apart from others in the industry. Feel in control of client meetings and ...
-
Elise Little created an article, Your Wealth to be sunset and make way for a new wealth experiences [Updates and Releases]
We’re sunsetting Your Wealth to make way for new wealth experiences On 22 January 2024, we’ll be sunsetting Your Wealth, with the module no longer available on the Lumiant platform. As we continue ...
-
Elise Little created an article, Identifying and Fixing Broken Data Feeds in Lumiant [FAQs]
How to Address a Broken Yodlee Link Within Lumiant's Governance and Net Worth module, both advisors and clients can identify and address issues related to broken links with Yodlee. A broken link ma...