Lumiant Help Hub

Need Help? We're Here for You!

Topics

  1. Lumiant Overview
    1. 8 Dimension of Wellbeing & Values Based Advice [Getting Started]
    2. The Science & Insights Shaping Our Values-Based Approach [FAQs]
    3. Introduction to Lumiant [Getting Started]
    Show 6 more
  2. Set Up Your Lumiant Site
    1. How to add an Adviser/User to Lumiant [How-Tos]
    2. How to bulk upload your client book to Lumiant [How-Tos]
    3. How to setup Multi-Factor Authentication for your practice & your clients [How-Tos]
    Show 10 more
  3. Lumiant Live Sessions
    1. Our Podcast - Lumiant Live
    2. In Conversation with David Haintz and Rob Jones [Webinar]
    3. Talking Pricing with Rob Jones, CEO of Peloton Partners, and Ty Cockle, CEO of Financial Foundations [Webinar]
    Show 6 more
  4. Help For Your Clients
    1. Is my banking data secure in Lumiant? [FAQs]
    2. How do I protect my Lumiant account? [FAQs]
    3. I can’t remember my login details [Troubleshooting]
    Show 16 more
  5. Lumiant Marketing Campaigns
    1. Your Life Marketing Campaign: Overview and Objectives [Email Templates]
    2. New Year, New You Marketing Campaign Overview [Email Templates]
    3. Marketing Strategy - How to get it right [Best Practices][White Paper]
    Show 1 more
  6. Lumiant Troubleshooting and FAQs
    1. How can I update my staff's details [FAQs]
    2. My temporary password has expired [FAQs]
    3. How to Pay Your Invoice via Direct Debit (Credit Card and Bank Account) [How-Tos]
    Show 15 more
  7. Foundational Skills
    1. Lumiant Academy
    2. LUMIANT ACADEMY - How to enrol and register [How-Tos]
    3. Foundation Skills - Conversation Principles [Best Practices]
    Show 18 more
  8. Marketing HALO
    1. HALO Client Marketing Guide [Best Practices]
    2. HALO Lead Nurturing Email Series; Email Campaign for Leads/Prospective Client [Email Templates]
    3. HALO Existing Client Email Series [Email Templates]
    Show 12 more

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