Issue link: https://resources.envestnet.com/i/1528461
The Future of Digital Planning Experiences Forward-thinking advisors are looking to deliver personalized and relevant planning experiences. Envestnet | MoneyGuide makes it easy for you to not only develop deeper relationships with current clients, but also expand your services to all clients, regardless of wealth, stage in life, and complexity of finances through our digital planning experiences. Lead Generation Attract prospects with our curated URL links to specific financial topic modules by sharing directly with prospects or embed links on your digital channels – website, social media, blog, etc. Prospects can register and jump into the planning experience. Videos Prospecting Center Engage Client's Children Client Collateral Affluent Goal-based planning solutions to help you more effectively motivate each client to create, implement and maintain an investment strategy that meets their financial goals. Visually illustrate retirement distribution through tax planning, lifetime protection strategies, and the benefits and trade-offs of annuities. Tax Planning Health Insurance Retirement Distribution Family Protection High-Net Worth & Ultra-High-Net Worth Interactively model advanced estate planning strategies, address cashflow questions, and model dynamic net worth over time. Cashflow planning can be viewed at a high level and quickly show how strategies can impact the client's assets and drill down to the cashflow detail as needed. You can even demonstrate the transition of wealth between generations, the impact of establishing trusts, and the potential benefits of various gifting strategies. Charitable Giving Family Gifting Cash Flow Management Estate & Legacy Planning Mass Affluent Offer a unique client experience for entering goals, adding investments and other assets, evaluating risk tolerance, and interacting with plan results. By providing mini financial planning experiences, typically 2-5 minutes, you can collaborate with clients in the planning process and allows them to engage with topics of their choice and at their own pace. Upcoming Goals Emergency Fund Debt Management Retirement Compatibility Learn more about MoneyGuide: 800.841.5312 | TryUs@MoneyGuidePro.com ©2023 Envestnet, Inc. All rights reserved. For home office and office use only.