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Advisor Summit Videos

Michigan’s Harbaugh: My advice for advisors

Jim Harbaugh, University of Michigan's head football coach, has four simple pieces of advice for both advisers and college football players: show up, work hard, listen, and do what you say you are going to do.
Advisor Summit Videos

What does it take to be an essential advisor?

To be relevant beyond portfolio management, advisers need to do more for their clients. Check out some tips and strategies from Envestnet's top essential advisors.
Advisor Summit Videos
Are You Essential to Your Clients?

Are You Essential to Your Clients?

What is an essential adviser? Shannon Rosic took to the convention floor at Envestnet’s Advisor Summit to find out.