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Using a new platform is an opportunity to refresh your goals for this new year, in a fun and visual format. Goals we have set in the past will be transferred to your Dashboard too, so you can see your progress. Over time, your Dashboard will continue to grow, allowing you to track your financial life, alongside the evolution of your goals and aspirations. In this meeting, we may go over some of the goals and values we’ve addressed in the past, to ensure we haven’t missed anything, and to further extend what we know. We will also establish new ones, to reflect your evolving life situation.”
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Preparation Cheat Sheet
- Set up a client on the Lumiant platform.
- Send out a meeting confirmation email with a sample agenda for the meeting, and include links to your FSG and Privacy Policy. Ideally, you’ll include a welcome video from the adviser.
- Send the Your Life survey via the Workbench.
- Track the reason the client wishes to see you (i.e. reason for reaching out) in your notes. This should have been gathered either from initial contact, or confirmation email, and the client will add to this in the Your Life survey.
- Ensure the client has completed the survey before meeting with them. Associate calls or texts to confirm the meeting two days ahead, ensure they’re both coming and they both have - or will do the questionnaire. *If not, reschedule meeting time.
- Customise Agenda for the meeting with client name, date and time, and pasting in the ‘Immediate events or issues they’d like to discuss with their adviser’ from their Your Life questionnaire.
- Prior to meeting, the adviser reviews Your Life responses to prepare for discussion. Note initial observations of obvious gaps that your advice will fill (e.g. not doing enough with surplus income, having non-deductible debt, paying high tax rates with no obvious tax minimisation strategies, insufficient insurance for debt and income levels etc).
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