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Using Frameworks and Life Planning to Transform the Financial Advisory Experience with Mark Akeroyd
Episode 1316th September 2023 • Bridging The Gap • Bridging The Gap
00:00:00 00:44:57

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Mark Akeroyd, Head of Product at Lumiant and Host of the Lumiant Live Podcast, joins Matt Reiner on this episode of Bridging the Gap to discuss the art of guiding clients and helping them define their best life. 

Mark opens up about his journey, and talks through how he went from initially wanting to be a sports journalist to working in the financial industry. 

Mark shares valuable insights on how financial advisors can become more than just money managers for their clients. He emphasizes the importance of providing clarity, defining clients’ best lives, and empowering them to make choices aligned with their values and goals. 

Mark also discusses the significance of frameworks, the role of practice and experience, and the value of difficult conversations in the advisor-client relationship.

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