Sunday, February 12, 2023
HomeWealth ManagementWealthStack Podcast: Interact the Unengaged With Santiago Burridge

WealthStack Podcast: Interact the Unengaged With Santiago Burridge

As an advisor, your shoppers don’t essentially care about what CRM software or planning software program you utilize. They care about HOW you utilize that know-how to interact them and assist dwell their finest life.

In different phrases, it’s time to shift your focus from product-centric to client-centric!

On this episode, Shannon Rosic, director of WealthStack Content material and Options, speaks with Santiago Burridge, CEO and co-founder of Lumiant, about what’s driving innovation round recommendation engagement. Additionally they discover how advisors ought to strategy consumer engagement otherwise in 2023 and past.

Shannon and Santiago focus on:

  • How Lumiant’s platform helps advisors successfully have interaction the unengaged
  • What advisor engagement actually means—and the way it could make shoppers fall in love with you
  • The adoption of recommendation engagement know-how by next-gen advisors
  • Why intimate consumer connections are key to accelerating your natural development

Join with Shannon Rosic:

Join with Santiago Burridge:

About Our Visitor:

Santiago is enthusiastic about serving to the monetary recommendation business ship on the promise of recommendation. A 23-year business chief, Santiago based Lumiant to help advisors in delivering a rare and fascinating software-supported recommendation expertise. Beginning as a monetary advisor, Santiago shortly turned disillusioned with the product-centricity of the career. As an alternative, he wished to personalize the expertise and create a mannequin that positioned consumer preferences on the coronary heart of their monetary selections. In 2010, Santiago co-founded Carried out Portfolios, a know-how platform that delivers extremely individualized funding experiences, which now has circa $2bn in funds underneath administration.


THE WEALTHTECH REVOLUTION IS NOW. Obtain bolder know-how methods which can be powering a brand new technology of growth-oriented advisors at WealthStack



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