Luminary

The Luminary team had a fantastic time meeting industry leaders and speaking about the future of AI in estate planning last week at #SchwabIMPACT. Here are our 3 key takeaways: 1. Advisors are more focused on building the right tech stack. And with more options than ever, a thoughtfully integrated tech stack is a top priority. 2. Leveraging Al tools has become a focal point for advisor software to create greater scale efficiency, from taking meeting notes to summarizing documents. AI cannot replace humans, but it will create more time for you to spend in front of clients instead of administrative tasks. 3. Clients are demanding more from their advisors, and advisors will need to meet the next generation where they want to be met. To be successful, it is critical for advisors to find flexible tools with customizable client deliverables. We can’t wait to be back next year. Thank you to everyone who joined us at happy hour and the great conversations. We’d love to see you at the next one. Sign up for our mailing list here: https://lnkd.in/eDs__FMS Mary H. David Barnard Vik Prasad Patrick Gordon Jr. #estateplanning #wealthtech #AI #artificialintelligence #financialadvising #conference #eventrecap

How is artificial intelligence transforming estate planning? Increased scalability, efficiency, and accuracy are just a few revolutionary changes that Luminary CEO David Barnard discussed with 8VC Partner Joe Lonsdale and E-3 Technical Solutions founder Ruediger Adolf. Watch the video below to learn about the industry's latest AI advancements and what that means for your practice. https://lnkd.in/enQWYb9n Interested in how Luminary AI can help you win new business and grow existing relationships? Check out our latest release, AI-powered onboarding, and request a custom demo at the link below. https://lnkd.in/euwJY4jy #estateplanning #AI #artificialintelligence #financialplanning #RIA #trustandestate #wealthmanagement

Newly launched:?With Luminary AI-powered onboarding, you can now transform client documents into dynamic data in one click. This groundbreaking innovation allows financial advisors and RIAs to create customized client deliverables in minutes. https://lnkd.in/eeQEvhuq Bulk upload an entire suite of client documents and let Luminary AI do the work,?while you maintain control. Our proprietary AI solution will help you instantly create digital records — extracting data to identify entities, individuals, and organizations to save into your database. Clear, concise summaries are automatically generated for each uploaded document.?Use our human-in-the-loop interface to spot check against original documents, and directly make any edits. Streamline your workflows, and spend more time strategizing with clients. Learn more about our latest release and request a personalized demo with our sales team at the link below. https://lnkd.in/eeQEvhuq #estateplanning #wealthtech #artificialintelligence #AI #newfeature

Headed to San Francisco today for #SchwabIMPACT? Join us tomorrow at booth 406 for the chance to win a custom Apple AirTag. Hear about the latest at Luminary from our CEO, David Barnard, and founding team members Mary H., Patrick Gordon Jr., and Vik Prasad. Interested in learning how we help advisors grow their practices with estate planning software for complex clients? Request time with a member of our team here: https://lnkd.in/ecrvyjeq #estateplanning #wealthtech

In need of additional MCLE credits before the end of the year? Luminary is sponsoring Griffin Bridgers' upcoming Western Wealth Symposium, streaming Dec 12. Receive 3 general MCLE credit hours for joining both sessions, and learn how you can be prepared for new changes that can impact trust and estate planning decisions for your clients. Click the link below for more info or to sign up for the sessions. https://lnkd.in/ecQarK-N

Luminary is a proud sponsor of #SchwabIMPACT 2024 by Schwab Advisor Services. We'll be at booth 406 from November 19-21, and would love to see you and give you an opportunity to win a custom Apple AirTag when you swing by. Meet and chat with team members David Barnard, Mary H., Patrick Gordon Jr., and Vik Prasad. Interested in learning how we help advisors grow their practices with estate planning software for complex clients? Request time with a member of our team here: https://lnkd.in/ecrvyjeq #estateplanning #wealthtech Charles Schwab

Luminary's November update is here. Click in to discover the newest addition to our client reporting package, the balance sheet report. Explore new insights into tax calculations, improved integrations with Addepar and Black Diamond (SS&C Advent), and more. Interested in discovering how your team can utilize these enhancements? Book time with our team here: https://lnkd.in/ecrvyjeq https://lnkd.in/eT9gwu4J

Last week, our Advisory team gathered in Westport, bringing together colleagues from across our five offices for a day of learning, collaboration, and growth.? ? Managing Director & Senior Wealth Advisor, Michael Green, CFP?, AWMA?, kicked off the day with an inspiring welcome message, setting the tone for what followed. Our CEO, Gerald Goldberg, then shared impactful team highlights, and we had an in-depth session exploring our Family Office Services. We were also honored to welcome David Barnard, CEO of Luminary, along with his colleague, Mary H., who provided further insights into the software planning tool their team has developed that we are currently using for our Family Office clients.?? ?? In the afternoon, team-led workshops provided valuable training on the following topics: - Building a Value Stack for Clients to deepen client relationships,? - Developing our Practice with COI Referrals and Networking for relationship- building and growth? - Incorporating our new Aging Life Care Planning Services to meet our clients’ evolving needs. A special thank you to both Christopher Rafferty, CFP? and Samantha Rose for organizing this event!? #TrainingDay #TeamBuilding #FinancialAdvisory #ClientSuccess #ProfessionalDevelopment #WealthManagement ? CAR20241030GYLTD

We’re excited to unveil our newly redesigned website! Explore withluminary.com to experience our refreshed look and discover how Luminary empowers firms to grow organically with new prospecting tools and deliver advanced planning for UHNW and HNW clients. https://lnkd.in/enVUFxrs #estateplanning #wealthtech

Last week, the Luminary team had the incredible opportunity to come together for an offsite in New York City. We were able to collaborate live on product enhancements, hear directly from leadership and advisors, and hone our shuffleboard skills. Personal connection is key to our core ethos, and we value every opportunity we have to collaborate together in-person. Want to join us? We're hiring! View our open roles and apply now:?https://lnkd.in/er7s8RvA