ALT Blue promotional graphic for Envestnet MoneyGuide, featuring the text "Upcoming In-Person Training Dates. Save your spot!" with abstract orange and yellow shapes and a white arrow.

ALT Skyline of San Diego, CA at sunset, with tall buildings reflected on the water. The image features dates reading "Nov 3 - Nov 4" and is bordered by blue and orange geometric accents.

ALT A picturesque view of the St. Louis skyline at sunset, featuring the Gateway Arch prominently in the center. The sky displays soft pastel colors, reflecting on the water below. Skyscrapers surround the Arch, with the event details "St. Louis, MO, Nov 17 - Nov 18" at the bottom. The image is framed with blue and accented with orange and white geometric shapes.

ALT A blue background features a guitar adorned with colorful butterflies. Bold yellow and white text reads: "Dolly Parton's estate is making headlines. A legacy depends on the people responsible for managing assets, making decisions, and following instructions.

ALT A cartoon illustration shows two people sitting at a table with a laptop. The background text reads, "Three questions for your next client meeting." Listed questions are: "Who will carry out your wishes?" "Do your documents reflect your life today?" and "Does your family know where to find them?

ALT Blue graphic with text promoting Envestnet | MoneyGuide. The message highlights assistance for advisors in integrating estate planning needs into client discussions. It also mentions learning about celebrity estate planning in their blog.

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.

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.

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.

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.

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.

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.

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.

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.