Envestnet presents several advisors with honors for their business acumen each year at its annual conference. The winners are selected based on how they embody values detailed in “The Essential Advisor,” a book co-authored by Envestnet co-founder Bill Crager, who is now chief executive of Envestnet Wealth Solutions.
This year’s winners are Christopher G. Frank of FTB Advisors in Chattanooga, Tennessee; Traci Garnett-Froscheiser of Garnett Investment Strategies in Beatrice, Nebraska; and Matthew B. Schechner of Essential Advisory Services in Westbury, New York.
According to Frank, “If you come into our office, the first thing you see is a tagline that says ‘being essential,’ and our whole focus with our clients is to be essential. That could mean helping them refinance their home, helping them through an automobile transaction or with retirement income.”
Garnett-Froscheiser says, “We try to be the quarterback, making sure that they have the right will, estate plan and a trust if needed, and that they’ve got those beneficiaries listed.”
For Schechner, it’s also about the master plan: “We want to make sure that the solution we offer works within the entire strategy that’s getting this family across the finish line.”