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Lumiant 2022 in Review & 10 Traits of Values Based Advisors
Manage episode 362149261 series 3333605
Kandungan disediakan oleh Mark Akeroyd. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Mark Akeroyd atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
For episode 1 of Season 3, we flip the script!!!
Usual host Mark, gets in the hot seat and is interviewed by Graham Thomas of wealthmanagement.com.
In 2022 Lumiant expanded across Australia, New Zealand and the USA and has some great learnings along the way. In this episode, Graham interviews Mark on:
- The differences we've observed between the US and Australian markets
- Mark's view on the impact ChatGPT might have on the advice experience and what advice experiences entail
- Lumiant's client insights, top areas of wellbeing & values from their 2022 year in review report
- The 10 traits of values based advisors they've observed embedding great values based experiences
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
42 episod
Kongsi
