New Year’s resolutions from top financial experts
Having spent the majority of 2020 transforming our organization from the inside out, I’m excited and reenergized about the prospect to get back in front of our valued clients to reengage with them on our efforts to deliver solutions that will enable financial wellness to be achievable for everyone. We took advantage of the last several months to refocus on what our clients value and have accelerated our efforts to offer enhanced digital offerings to support how our clients manage the outcomes for investors who rely on them to achieve their financial goals and desires.
Stuart DePina President Envestnet