ThinkAdvisor Video Library

Most Recent Videos

Essential Advisor Mehul Mistry on Being the Grownup in Client Relationships

Provided by ThinkAdvisor

“Part of being a planner is being a psychologist, being a counselor, sometimes being a parent to our clients,” Mistry...

Essential Advisor Kyle Imhof on Educating Clients

Provided by ThinkAdvisor

“A big part of our methodology and our mission is serving other people,” Imhof says.

Will It Last As Long As Your Clients Do?

Provided by Prudential

1 in 7 men and 1 in 4 women are expected to live to age 95. That’s a long time...

APPcelerate Automated Underwriting Process

Provided by Legal & General America

Your clients may qualify for lab-free underwriting through APPcelerate, from Legal & General America. Applicants who do not qualify will...

A Teacher’s Lesson Plan

Provided by Prudential

Troy, a professor who has spent his life helping others, now finds himself needing to catch up with planning for...

ENVESTAT: 2016 Year-in-Review

Provided by Envestnet

Powerful insights, trends, and predictions about investor behavior and advisory practices.

An Industry Transformed

Provided by Envestnet

The wealth management industry is changing. To keep pace, advisors need to understand client needs in greater detail and demonstrate...

Leveraging Advanced Technology

Provided by Envestnet

Is your practice ready for the future? Learn more about the benefits of integrated technology.

Enhancing Advisor Value

Provided by Envestnet

In a shifting advisory services landscape, advisors must continually demonstrate their worth to clients. Learn how leveraging an integrated technology...