As an advisor, your clients don’t necessarily care about what CRM tool or planning software you use. They care about HOW you use that technology to engage them and help live their best life.
In other words, it is time to shift your focus from product-centric to client-centric!
In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Santiago Burridge, CEO and co-founder of Lumiant, about what is driving innovation around advice engagement. They also explore how advisors should approach client engagement differently in 2023 and beyond.
Shannon and Santiago discuss:
- How Lumiant’s platform helps advisors effectively engage the unengaged;
- What advisor engagement truly means—and how it can make clients fall in love with you;
- The adoption of advice engagement technology by next-gen advisors; and
- Why intimate client connections are key to accelerating your organic growth.
Connect with Shannon Rosic:
Connect with Santiago Burridge:
About Our Guest:
Santiago is passionate about helping the financial advice industry deliver on the promise of advice. A 23-year industry leader, Santiago founded Lumiant to support advisors in delivering an extraordinary and engaging software-supported advice experience. Starting as a financial advisor, Santiago quickly became disillusioned with the product-centricity of the profession. Instead, he wanted to personalize the experience and create a model that placed client preferences at the heart of their financial decisions. In 2010, Santiago co-founded Implemented Portfolios, a technology platform that delivers highly individualized investment experiences, which now has circa $2 billion in funds under management.