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The Advisor Lab


Dec 7, 2020

In this episode, we sit down with Kimberly Beck – The Head of Wealth Marketing at Envestnet. Kimberly and Alex go way back to the BlackRock days where they both worked within the marketing organization. We had the opportunity to learn from her a bit and her experience in crafting communications strategies for advisors is unmatched. We dive into a bunch of topics, but most importantly the biggest trends within advisor tech – what she’s seeing at Envestnet and how advisors can plan for a big 2021.