The Strategic Partner Your Competitors Aren’t Using

Setting yourself apart in the world of
Financial Advising is tough.

  • You offer quality investment options.

  • You monitor the stocks tightly.

  • You may even have a newsletter with the latest money trends or things to know.

    But, so do so many others.

Only 29% of Americans choose to work with a financial advisor. 

(source: Statista 2020)

Many people wonder why working with an advisor is necessary if they can go it alone with good ole Google. Your partnership with them is about much more than directing them to the proper accounts.

You are a trusted, knowledgeable, well-connected partner amongst some of the most important moments of their lives.

I bet you have a go-to…

  • Estate Planner

  • Accountant

  • Business Attorney

  • Insurance Agent

Whether these are in-house, contracted, or simply a reliable resource, it boosts client trust when you're able to offer a quality recommendation for services.

Which professional is not on that list, but needs to be?

A Certified Life Coach

Samantha Lane Tiller
ICF Certified Coach

Sam has been around Financial Advisors all her life. She has seen first hand the many hats advisors wear as well as the many benefits they provide. Through her family members, she’s absorbed the various approaches and been intrigued by the great impact.

She started partnering with professionals in the Financial Industry to help fill a glaring gap. Advisors cannot be everything to everyone. She provides Coaching to help clients navigate the social - emotional - spiritual aspects of big life transitions. This allows the advisor to do their best work serving the client with the financial peace of mind.

Layering valuable assets is not only a gift to your clients,
it's a smart business move.

The Results

“I wouldn't have known about Retirement Coaching on my own. My wife and I felt this partnership would take pressure off her to be my sole sounding board. It was really helpful to have an outside supporter and perspective as I approached the end of my 40+ year career.

When I told my friends my advisors paid for a Life Coach as I neared retirement, they were shocked. They had never heard of such a benefit from a Financial Advisor.”

— Kent S.

Let’s Work Together

  • 1) Identify Client Needs

  • 2) Sponsor Coaching for Clients

  • 3) Increase Retention

Schedule with Sam

"Contracting with Lumina is a tangible commitment to the holistic approach we value highly. It holds us accountable.

We've found in our 30+ years of planning that every time we layer on a positive resource for our clients, it's a whole lot harder for them to ever want to jump ship for an advisor who tries to sing better returns. We generously share with them resources that benefit not only their finances but their overall health. Lumina coaching is a key addition to this whole-person approach and we are seeing the benefits.

Our clients continue to be pleased with the financial peace of mind we bring them. With Lumina, we're confident they're tapping into the many possibilities of life and truly enjoying their financial freedom.

Partner Testimonial