Our Podcast - Lumiant Live
The podcast for advice professionals that believe in a values-based advice experience but still have that question “how does it all work?”. The Lumiant Live podcasts connects listeners with other advice professionals to hear best practice client stories or business examples and lifts the lid on how they made it happen.
- The 10 Traits of Values Based Advisers
- Episode 13 Part 2 - Achieving Balance for You, the Advice Professional [Podcast]
- Episode 13 Pt1 - Achieving balance for you, the Advice Professional [Podcast]
- Episode 12 Pt 2 - Managing change for your clients, your advisers and your business [Podcast]
- Episode 12 Pt 1 - Managing change for clients, your team and your business [Podcast]
- Episode 11 - A true intergenerational experience for both your clients and your business [Podcast]
- Lumiant Live Ep 10 Pt 2- Our first client guest! [Podcast]
- Episode 10 Pt 1 - Our first client guest...A legal ethics professor [Podcast]
- Episode 9 Pt 2 - Emerging trends and the role of technology in the Wealth Industry [Podcast]
- Episode 9 Pt 1- Emerging trends and the role of technology in the Wealth Industry [Podcast]
- Episode 8 Part 2 - "It's not always about more money, it's about getting more out of life!" [Podcast]
- Episode 8 Part 1 - "It's not always about more money, it's about getting more out of life!" [Podcast]
- Episode 7 - "Respecting both voices & the balance across 8 dimensions of wellbeing" with Mark Pearson of Innovative Wealth Solutions [Podcast]
- Episode 6 - "I've got this new process" with Andrew Zbik from Creation Wealth [Podcast]
- Episode 5 - "The art of the values conversation" with Mark Ciucci [Podcast]
- Episode 4 - "Systemise to Personalise" with Sue Viskovic of Elixir Consulting [Podcast]
- Episode 3 - "Never Assume" - with James Williamson of Millhaven Financial Services [Podcast]
- Episode 2 - "Play your trump card first" with David Haintz from Global Adviser Alpha [Podcast]
- Episode 1 - The shift from adviser led conversation, to client led conversation with James Wortley of Enlightened Financial Solutions [Podcast]