Big thank you to all of our Founding Advocates: Altruist Vanguard Envestnet | MoneyGuide Wealthbox CRM RightCapital Message Watcher Synergy RIA Compliance Without you, this would not be possible. The real work starts now! #OnyxAdvisors

You don't have to be an expert in estate planning to manage a wealth transfer process. Find out how to efficiently find the solutions your clients need. @Trucendent ow.ly/YrMK50HbiV7

We’ve added a new strategy in the Total Income module for MoneyGuideElite users and created a “What If Worksheet” for all users, so you can better assist clients, address cashflow questions, and model dynamic net worth all in real-time. Read more. ow.ly/si6F50HbAOh

Goals-based planning with Envestnet | MoneyGuide can help your clients live an #IntelligentFinancialLife. #FullyVested ow.ly/Gxql50HcqVw

See how MyBlocks can help enable a path to financial freedom for young investors. ow.ly/UvEK50HenWa

Our Legacy Studio tool can empower your clients to actively participate in their own legacy planning. Find out how. ow.ly/pSE750HguGt

Yum! Our team and their families got into the holiday spirit making hot chocolate bombs together! 🍫

Simplify the estate planning process through the @ENVintel Trust Services Exchange, powered by @Trucendent. ow.ly/mMpZ50HhEnS

Wishing you a happy, healthy, and prosperous 2022!

Start the new year by helping your clients better understand their financial plans and goals. #IntelligentFinancialLife. #FullyVested ow.ly/QJqn50HmIar

MyBlocks’ client-led planning puts them in the drivers’ seat so they can explore complex financial topics in a fun and easy way. Learn more. ow.ly/Qi4m50Hny4h

Tony Leal explains how our new strategy in the Total Income module for MoneyGuideElite users can help you be more informed when assisting clients. Read more and sign up for a demo. ow.ly/jYqJ50HoqKY

Rose Palazzo’s #estateplanning checklist highlights the conversations you should be having with clients. Read more in WealthManagement.com. ow.ly/EynJ50HrS2B

Things to do today: ✅ Complete the T3 Technology Tools software surveyhttp://ow.ly/lHZE50HsJJ3

Financial Planning ↔️ Estate Planning Discover how MoneyGuide and the @ENVintel Trust Services Exchange, powered by @Trucendent work together to meet the unique needs of your clients. ow.ly/x8pV50HtIwo

Watch and learn how Wealth Studios can help you demonstrate advanced estate planning strategies, address client cash flow questions prior to retirement, and model dynamic net worth over time. ow.ly/tYTJ50HuxPl

We're proud to support Onyx Advisor Network a network for underrepresented groups in #financialservices, that provides discounted access to tools and resources. 👏 Learn more. ow.ly/s1Cf50HwTuN

Sign up for customizable, virtual training on all of the MoneyGuide software programs to meet the needs of you and your team. ow.ly/5BfS50HxTLI

Here's a new year's resolution you may not have considered: teach a #FinancialEducation class at a local school. Download our report for more inspiration. ow.ly/lP1b50HyXGC