Lumiant Live
Mark AkeroydThe podcast for advice professionals that believe in a values-based advice experience but still have that question “how does it all work?”. The Lumiant Live podcasts connects listeners with other advice professionals to hear best practice client stories or business examples and lifts the lid on how they made it happen.
| Publishes | Weekly | Episodes | 42 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Categories | ManagementInvestingBusiness | ||||
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Latest Episodes
In this episode, we have Xander Hawes as our featured guest, Financial Advisor with Invest Blue. Xander shares how financial advisors can gain valuable insights from both new & existing clients by embracing a streamlined process and stepping into som... more
In this episode, Mark is joined by Brayden Kliendienst, a dynamic and dedicated financial advisor from Invest Blue. more
In this episode of Lumiant Live, Mark sits down with Antony Fernando, Principal Advisor of St. Anthony, a financial services professional with an impressive 24-year tenure in the industry. Antonys journey into financial advising led him to become one... more
Mark is joined by Ross Marino, the Founder and Advisor at Transitus Wealth Partners and the Founder and CEO of Advisor 2x. In their conversation, they discuss the "shift" in financial planning conversations and how to address financial questions with... more
Mark is joined by Wayne Titus, Advisor & Managing Director of Savant Wealth Management more
In this episode, Mark Akeroyd is joined by Lumiants head of marketing, Ash Lockett. more
Mark is joined by Alli Jordan, President & COO of LibertyFi. more
Mark is joined by Tom Frisby, Shift Creator at DMW Strategic Consulting. more
Insights
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| Gender Skew | Engagement Score | Primary Location | |||
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Frequently Asked Questions About Lumiant Live
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How many episodes of Lumiant Live are there?
Lumiant Live launched 2 years ago and published 42 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Lumiant Live?
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