Tips for Increasing the Financial Advisors-Clients Engagement With Blake Wood of Lumiant

Blake Wood is the CEO of Lumiant US, an advice and client engagement platform where advisors connect with clients around their lives, values, and finances. Before Lumiant, he spent over 15 years at Envestnet, a financial service company transforming the deliverability of financial advice through an ecosystem of technology.

Blake has 20 years in the FinTech space working with advisors. He has a BGS in economics and an MBA in international management.

In this episode…

Do you feel like you are not giving the best advice to your clients as a financial advisor? Would you like to acquire more customers? Where can you get the support you deserve to thrive in this space?

Nowadays, consumers wanting financial guidance are becoming more disengaged from financial services because of the poor deliverability of the advice. They are starting to prefer fintech apps over advisors. So what needs to be done? Blake Wood shares how he's enabling financial advisors to help their clients align their finances with their values.

Listen to this episode of The Customer Wins as host Rich Walker welcomes Blake Wood, CEO of Lumiant US, to discuss how they are helping financial advisors connect with clients. Blake talks about how Lumiant helps people, tips for shifting a customer’s mindset around money, customer success stories, and the future of Lumiant.