Over the past few weeks, we’ve shared a range of content to help you navigate the unprecedented impact of COVID-19. We’ve compiled these resources below to help you easily browse what’s available to address your top-of-mind questions and concerns.
Sharing Insights to Power Your Business
As you continue working remotely, we’ve gathered some tips to help boost your productivity and engagement. Read more.
We’re updating Envestnet Institute almost daily to provide you with curated content to help you contextualize market events, accelerate your practice, and address client questions and concerns. Read more.
Every week we’re sharing key insights and trends for advisors based on the latest data from the markets and our clients. Read the updates from March 30 to April 3, April 6 to April 10, and April 13 to April 17. Visit our blog each week for the latest information.
Helping to Enhance Your Client Relationships
Now more than ever, your clients want to turn to a real person for reassurance. We’ve highlighted six ways you can support your clients and help them maintain perspective. Read more.
This can be an ideal time to demonstrate the value of your advice by helping your clients manage the aspects of their portfolios that are within control, like tax management. We’ve outlined three approaches. Read more.
To help you coach clients through difficult times, including bear markets, John Forlines III, CIO of W.E. Donoghue & Co., LLC and Professor of Behavioral Finance at Duke University, suggests incorporating behavioral finance concepts into your financial planning process. Read more.
Dr. Daniel Crosby, Chief Behavioral Officer at Brinker Capital, shares a four-step system for talking clients through market volatility. Read more.
Providing The Support You Need
Don’t miss our Q&A with Andrew Stavaridis, Executive Managing Director, Head of Enterprise Sales Channel, to learn how Envestnet is handling the impact of the coronavirus. Andrew explains how our team is adapting to support advisors and home offices as we collectively navigate the pandemic. Read more.
We believe that financial planning is the gateway to financial wellness, and to help ensure that as many Americans as possible have access to free financial planning tools, we’ve offered MyBlocks™, from Envestnet | MoneyGuide, for free—for advisors, their clients and prospects, and employees of enterprise customers and their families—for three months. Read more.
If you’re seeking any additional materials, please let us know. You can find additional insights via our webinars and on LinkedIn and Twitter.
The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgment of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.