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Member Meet Up: The Building Blocks to the Future of Planning
Webinar / Online Meeting Online MeetingIn 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 […]
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