Home Wealth Management WealthStack Podcast: Have interaction the Unengaged With Santiago Burridge

WealthStack Podcast: Have interaction the Unengaged With Santiago Burridge

WealthStack Podcast: Have interaction the Unengaged With Santiago Burridge


As an advisor, your purchasers don’t essentially care about what CRM instrument or planning software program you utilize. They care about HOW you utilize that expertise to interact them and assist dwell their finest life.

In different phrases, it’s time to shift your focus from product-centric to client-centric!

On this episode, Shannon Rosic, director of WealthStack Content material and Options, speaks with Santiago Burridge, CEO and co-founder of Lumiant, about what’s driving innovation round recommendation engagement. Additionally they discover how advisors ought to strategy consumer engagement in another way in 2023 and past.

Shannon and Santiago focus on:

  • How Lumiant’s platform helps advisors successfully interact the unengaged
  • What advisor engagement actually means—and the way it could make purchasers fall in love with you
  • The adoption of recommendation engagement expertise by next-gen advisors
  • Why intimate consumer connections are key to accelerating your natural development

Join with Shannon Rosic:

Join with Santiago Burridge:

About Our Visitor:

Santiago is obsessed with serving to the monetary recommendation business ship on the promise of recommendation. A 23-year business chief, Santiago based Lumiant to help advisors in delivering a unprecedented and interesting software-supported recommendation expertise. Beginning as a monetary advisor, Santiago rapidly grew to become disillusioned with the product-centricity of the career. As an alternative, he wished to personalize the expertise and create a mannequin that positioned consumer preferences on the coronary heart of their monetary selections. In 2010, Santiago co-founded Applied Portfolios, a expertise platform that delivers extremely individualized funding experiences, which now has circa $2bn in funds below administration.


THE WEALTHTECH REVOLUTION IS NOW. Obtain bolder expertise methods which can be powering a brand new era of growth-oriented advisors at WealthStack



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