As an advisor, your shoppers don’t essentially care about what CRM instrument or planning software program you utilize. They care about HOW you utilize that know-how to interact them and assist dwell their greatest 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 method shopper engagement in another way in 2023 and past.
Shannon and Santiago talk about:
- How Lumiant’s platform helps advisors successfully interact the unengaged
- What advisor engagement really 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 shopper connections are key to accelerating your natural progress
Join with Shannon Rosic:
Join with Santiago Burridge:
About Our Visitor:
Santiago is captivated with serving to the monetary recommendation trade ship on the promise of recommendation. A 23-year trade chief, Santiago based Lumiant to assist advisors in delivering a unprecedented and fascinating software-supported recommendation expertise. Beginning as a monetary advisor, Santiago rapidly turned disillusioned with the product-centricity of the career. As a substitute, he wished to personalize the expertise and create a mannequin that positioned shopper preferences on the coronary heart of their monetary choices. 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 below administration.