Member Meet Up: The Building Blocks to the Future of Planning

In this presentation, Envestnet | MoneyGuide Account Manager Andre Garvin demonstrates how MyBlocks help to deepen the investors relationship with their advisor, counselor or coach through behavioral nudges to influence and encourage the “right” course of action.

MyBlocks is the future of planning which offers hyper-customization of the financial planning experience and involves a more modular experience to allow customers to engage in planning topics of their choice and at their own pace.There will never be a substitute for human advice and the advisor-client relationship. MyBlocks complements, not replaces, the services an advisor can offer.

Ask us anything! The last 10 minutes of every monthly meet up is an opportunity to ask the Member Services team your questions and share your suggestions. This can be about the organization, a field topic, a knowledge gap you have, etc. If we don’t have the answer, we’ll work to find it. This part of the meet up will not be recorded.

Non-CEU Opportunity