In this episode we explore some of the hottest topics in wealth management today with Bill Crager, Co-Founder & Chief Executive Officer at Envestnet, Inc.

Bill shares his unique perspective and experience on:

Coronavirus and its impacts on the business:

How has COVID-19 changed businesses?

How should you plan and handle situations like COVID-19?

What steps can you take today to prepare and help your clients & employees in the future.

COVID-19 worries & concerns.

Pandemic planning: 

How should you adapt on-the-go to respond to a crisis like COVID-19

How has technology shaped the way we view remote work & what does the future look like?

Innovations in the business 

What is Envestnet doing differently in terms of innovation?

And much more.

It’s an episode that covers a great deal of ground – solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.

LISTEN TO ADDITIONAL EPISODES IN THIS SERIES

 

WATCH THE EPISODE IN VIDEO

 

BIO

As a co-founder and Chief Executive Officer of Envestnet, Bill Crager drives the development of our innovative financial wellness solutions and is responsible for the market growth of its comprehensive wealth management platform, which supports over 3,500 financial enterprises and more than 99,000 financial advisors, who collectively manage over $3.3T in assets.

Most recently, Crager served as the President of Envestnet and helped to lead the firm’s platform, product and marketing strategy, as well as the company’s relationship engagements. Along with Envestnet Chairman and CEO Jud Bergman, he has been a driving force behind a firm that has become the leading managed solutions service provider in terms of total platform assets and number of financial advisors served.  Crager and the team at Envestnet were first in the managed solutions industry to think more globally about how to streamline an independent advisor’s practice by offering a broad range of fee-based products side-by-side through an easily accessed, open-architecture portal. He was also named the 2015 Industry Pioneer by the Money Management Institute, the organization’s highest honor.

Before joining Envestnet, Crager served as a Managing Director at Rittenhouse Financial Services. There, he developed a widely recognized initiative that integrated value-added investor communications with a technology-driven client service platform. Crager is a graduate of Fairfield University, where he dual- majored in Economics and English, and currently serves on its Board of Trustees.