Mark Akeroyd
Head of Product at Lumiant, an advice and client engagement platform
Best podcasts with Mark Akeroyd
Ranked by the Snipd community
Sep 7, 2023 • 44min
Best Life Plan: Transformational Values-Based Advice
Mark Akeroyd, Head of Product at Lumiant, discusses the art of aligning client's values with financial goals, infusing purpose into planning. He emphasizes the role of non-financial spouses and the importance of delivering memorable client experiences. They explore the power of storytelling and integrating health and wellness into a life plan.
