Envestnet, has rolled out a new resource, The Advisor’s Playbook for Leading Your Clients Forward, outlining the COVID-19 pandemic’s far-reaching impact on the wealth management industry—and the steps financial advisors can take to adapt.
Read More: GlobalFintechSeries Interview with Christian Spaltenstein, Managing Director – Americas at AFEX
“COVID-19 is redefining many aspects of how we live, including how essential advice will be delivered. Advisors must evolve in order to meet changing client expectations and provide value in the new reality that is approaching,” said John Harris, CFP®, Managing Director and Head of Global Advisory Sales at Envestnet. “The guide we have compiled for advisors maps out where our data and observations show the wealth management industry is going, and gives advisors the insights they need to position themselves as essential partners in helping to bring financial wellness to American families and communities.”
Envestnet has organized a webinar discussing The Advisor’s Playbook for Leading Your Clients Forward, scheduled for July 23, 2020 at 4 p.m. ET. The webinar, “Leading Clients Forward In Uncertain Times,” will be moderated by Andrew Stavaridis, Executive Managing Director and Head of the Enterprise Sales Channel at Envestnet, and will feature Mr. Harris and other Envestnet leaders. Webinar registrants can apply to receive continuing education credits toward the Certified Financial Planner (CFP®) designation.
