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Your Success Roadmap with Antony Fernando of St Anthony Financial Planning
Manage episode 379075138 series 3333605
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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. Antony's journey into financial advising led him to become one of the early adopters of Lumiant's platform.
During our conversation with Antony and understanding his Lumiant enhanced client experience, we discuss:
- The power of offering two complementary meetings to understand clients' holistic needs and build trust.
- The significance of crafting a "Journey To Success Roadmap" is to resonate with clients and provide a meaningful experience.
- How authentic and genuine client interactions can lead to client satisfaction and referrals.
- The importance of showcasing Lumiant's client portal to enhance transparency and keep clients engaged throughout their financial journey.
To learn more about how Lumiant can help you engage clients with values-based advice visit www.lumiant.io
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