Power Your Advice Episode 271 – The Secret to Scaling Personalized Wealth Management with Andrew Stavaridis
Today we talk with Andrew Stavaridis, Chief Relationship Officer at Envestnet, about how advisors can better serve high net worth clients. Andrew highlights Envestnet’s investments in UMA, tax overlay, planning tools, and data analytics to help advisors scale, stay compliant, and deliver a more personalized, holistic experience.
He stresses that winning and retaining high net worth clients requires deeper relationship-building, advanced planning, and access to a broad product set—including alternatives. As fee compression continues and DIY platforms grow, Andrew sees a key opportunity for advisors to differentiate through high-touch service and expert guidance in today’s complex, volatile markets.
Recorded at Envestnet Elevate 2025
Resources: Envestnet
Disclosures:
The information, analysis, and opinions expressed herein are for general information only. The views expressed herein reflect the judgement of the speakers as of the recording date and are subject to change at any time without notice. Information obtained from third party resources are believed to be reliable but not guaranteed. Nothing contained in this document is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios or strategies mentioned will provide positive performance over any period of time. Past performance is not indicative of future results.