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.
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