AdviceTech Podcast #46 – Lumiant – Time-codes

0:00 – Intro
10:30 – The importance of designing the client experience.
15:27 – How Lumiant has evolved to match the changing landscape of advice.
23:18 – The power of a scalable experience.
28:57 – The “ops champion” and the Lumiant “date night”.
32:59 – Unshackling the client and presenting their authentic self.
37:47 – Planning for retirement.
41:47 – Behavioral finance and the role of commission.
47:44 – Keeping the client engaged.
54:21 – How Lumiant has approached integration.
1:03:35 – What’s next for Lumiant?
1:14:52 – Peita’s thoughts on Lumiant.