Best Life Plan: Transformational Values-Based Advice

In this episode, Rory speaks with Mark Akeroyd, the Head of Product at Lumiant, an advice and client engagement platform where advisors connect with clients around their lives, values, and finances. Learn about the research from the University of Michigan, exploring the eight dimensions of well-being and how we can become healthy, wealthy, and wise. Find out how we can transition from offering services to staging experiences that can ultimately lead to profound client transformations. Mark underscores the art of aligning a client's values with their financial goals, infusing purpose into financial planning. He discusses the importance of making clients feel seen, understood, and empowered, propelling them toward their best life aspirations. Mark also highlights the pivotal role of non-financial spouses in the planning process, ensuring the holistic well-being of every household member. Join this insightful conversation with Lumiant's Mark Akeroyd for a journey into comprehensive financial well-being and fulfillment.