@ENVMoneyGuide

Leading financial planning software provider to empower and engage clients. Social media disclosure: https://xitter.cf/t.co/JmNCLYN0mo

 Powhatan, VA
moneyguidepro.com
Joined March 2009
  • Tweets3.5K
  • Following213
  • Followers6.1K
1.1KMedia
Taking a deliberate, structured approach to estate planning can help you create meaningful connections with heirs and position yourself as a trusted advisor for the entire family. Here’s a practical, 12-month roadmap to make that happen: bit.ly/4yDngIp
An illustration shows a person running on a winding path with location markers. The text reads, "Build relationships with your clients' heirs: A 12-month roadmap for advisors.

ALT An illustration shows a person running on a winding path with location markers. The text reads, "Build relationships with your clients' heirs: A 12-month roadmap for advisors.

The image is an infographic detailing a 12-month plan for family engagement in four stages: "Months 1-3: Lay the groundwork" includes identifying heirs and introducing planning conversations; "Months 4-6: Start the conversation" covers hosting meetings and offering education by life stage; "Months 7-9: Make your advice relevant" involves supporting career and milestones; "Months 10-12: Deepen the relationship" includes hosting a family event and refining the approach. The background is blue with circular icons denoting each stage.

ALT The image is an infographic detailing a 12-month plan for family engagement in four stages: "Months 1-3: Lay the groundwork" includes identifying heirs and introducing planning conversations; "Months 4-6: Start the conversation" covers hosting meetings and offering education by life stage; "Months 7-9: Make your advice relevant" involves supporting career and milestones; "Months 10-12: Deepen the relationship" includes hosting a family event and refining the approach. The background is blue with circular icons denoting each stage.

A person is sitting at a desk using a computer. The text says, "Give the next generation a reason to work with you today. Explore the full roadmap in our blog." The background is blue with geometric designs.

ALT A person is sitting at a desk using a computer. The text says, "Give the next generation a reason to work with you today. Explore the full roadmap in our blog." The background is blue with geometric designs.

1
84
Join us for a CE webinar exploring practical ways to: • Uncover what clients really expect • Use the planning process to address those needs • Better demonstrate your value through meaningful conversations and plan-driven insights register.gotowebinar.com/reg…
A professional setting with two individuals seated at a table, one using a laptop. The image includes text: "Addressing the Gap Between Client Expectations and Advisor Services," scheduled for Thursday, October 22, 2:00 PM - 3:00 PM ET. A banner for earning CE credit is displayed at the top.

ALT A professional setting with two individuals seated at a table, one using a laptop. The image includes text: "Addressing the Gap Between Client Expectations and Advisor Services," scheduled for Thursday, October 22, 2:00 PM - 3:00 PM ET. A banner for earning CE credit is displayed at the top.

82
As financial planning takes a larger role in client relationships, advisors are aligning fees with ongoing advice. Explore what fee data reveals about retainer models and how planning technology helps advisors demonstrate value: bit.ly/4dtkv3R
A group of three people are seated and interacting in a meeting. One person holds a paper with a pie chart, another works on a laptop, and a third listens attentively. Text on the image reads, "Retainer fees and the move to planning-led advice." A stylized logo is visible in the bottom left corner.

ALT A group of three people are seated and interacting in a meeting. One person holds a paper with a pie chart, another works on a laptop, and a third listens attentively. Text on the image reads, "Retainer fees and the move to planning-led advice." A stylized logo is visible in the bottom left corner.

Bar chart titled "Average annual retainer fee" showing growth from $4,471 in 2023 to $6,815 in 2026. Bars increase yearly: 2023 ($4,471), 2024 ($4,872), 2025 ($5,553), 2026 ($6,815). Blue background.

ALT Bar chart titled "Average annual retainer fee" showing growth from $4,471 in 2023 to $6,815 in 2026. Bars increase yearly: 2023 ($4,471), 2024 ($4,872), 2025 ($5,553), 2026 ($6,815). Blue background.

Illustration of two people sitting at a table with a laptop and documents. Text reads, "53% of advisors plan to increase their retainer fees over the next two years." A small calendar icon is visible on the wall.

ALT Illustration of two people sitting at a table with a laptop and documents. Text reads, "53% of advisors plan to increase their retainer fees over the next two years." A small calendar icon is visible on the wall.

Three people are sitting together at a table with a laptop and papers. The background features text about the value of technology in planning advice. A potted plant is on the table.

ALT Three people are sitting together at a table with a laptop and papers. The background features text about the value of technology in planning advice. A potted plant is on the table.

83
Cash flow planning examines income, taxes, and expenses. Goals-based planning starts with what clients want to achieve. Your practice can support both. Explore how to match each approach to your clients in our guide: bit.ly/4hFxfpg
80
Estate planning isn’t just an attorney’s task. It’s an important part of comprehensive financial advice. Make sure you’re an estate planning resource for your clients: bit.ly/4hA7y9n
123
What do Omaha and Philadelphia have in common? 🚂 Railroad roots 🥩🍕 Food traditions 🏈🏀 Serious sports pride 💼 Strong business communities And this September, they’ll share one more thing: live training from Envestnet | MoneyGuide! Register today: bit.ly/4xVYWQO
130
How will my money support the life your clients want? The right technology can help clients see how income, taxes, spending, goals, and portfolio withdrawals work together, giving advisors a clearer way to guide retirement conversations. bit.ly/4dbpcyX
112
Our latest release introduces enhancements designed to help advisors spend less time reconciling data and more time guiding the decisions that matter. Learn how we're helping advisors meet the moment by delivering more comprehensive financial planning: bit.ly/4h6NVWp
90
Every hour spent assembling information is an hour not with a client. Our new integration connects @ENVTamarac + @ENVMoneyGuide with @AnthropicAI. Access household summaries and financial plan snapshots through natural language. bit.ly/4ipeGaY #FutureProof Booth 608
1
170
A planning conversation can start in Dash and move directly into MoneyGuide. Clients can connect financial accounts through an aggregation partner or add them manually. See how Dash helps firms scale planning across more prospects and clients: bit.ly/4gAghcI
74
Envestnet | MoneyGuide retweeted
Envestnet@Envestnet_Sep 9
Envestnet has entered into a definitive agreement to acquire @Vestmark, a premier provider of portfolio management technology, institutional-grade trading, tax transition capabilities, and outsourced investment management services. bit.ly/4yt5VkD
3
2
1
1
532
How can advisors create a retirement income strategy that turns savings into sustainable spending? See how Social Security, withdrawals, taxes, RMDs and market risk can work together to help fund each client’s goals throughout retirement: bit.ly/4yfXglN
112
What do Austin and Indianapolis have in common? The administrative and commercial hearts of Texas and Indiana, attracting startups, talent, and business investment, and this September, Envestnet | MoneyGuide is bringing live training to both cities! bit.ly/4cfpaFP
99
Envestnet | MoneyGuide's August release introduces enhancements that modernize key workflows, expand planning capabilities, and provide more detailed, client-friendly planning outputs. See what's new: bit.ly/4hzKyt4
114
Our upcoming webinar focuses on practical strategies for engaging, educating, and planning for clients navigating early-career financial decisions and competing priorities. If younger clients are part of your growth strategy, register here: bit.ly/3Ud2vDW
113
Retirement income planning is about more than “Will I have enough?” Advisors can use technology to visually bring together decisions about Social Security, portfolio withdrawals, guaranteed income, spending, and more. Explore how: bit.ly/4g36mdV
120
Do clients see financial planning as a distinct service with its own value—or as something that's simply included with investment management? Check out the latest research from Envestnet | MoneyGuide and @DatosInsights: bit.ly/4idiLyD
129
How're you using technology to improve first conversations with prospects? MoneyGuide can turn planning into a prospecting experience through DASH, goal-based conversations, “what if” scenarios, and family planning. Put these ideas into practice: bit.ly/4xaoQ37
104
Financial planners are redefining how planning is delivered—and how it's valued. Our latest research found that 78% of advisors charge for at least some of the plans they create or update. Planning is now a core service, not an add-on. See the research: bit.ly/4gYmcsx
103
This August, we'll be in both Pittsburgh and San Francisco for Envestnet | MoneyGuide Live Training. Where will we see you? Register today: bit.ly/4wPwv6L
83
Load more