There’s a shift underway in the advice industry. Your clients’ financial lives are more complex. They’re demanding more transparency and value, and want to take an active role in the planning process.
It’s time to embrace financial planning—and your processes—at the next level. Find out how to:
> Identify the right planning approaches for clients
> Revamp the “old school” financial planning process
> Improve efficiency with repeatable processes
> Utilize technology to deepen client relationships
The future of planning is here and it’s a client-centric world. Learn more now.
Information provided by SEI Advisor Network, a strategic business unit of SEI. Services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI.
SEI and Spenser Segal of ActiFi; are not affiliated. Opinions expressed by them are their own. SEI cannot guarantee the accuracy or completeness of the information presented by independent third parties and assumes no responsibility or liability for any incompleteness or inaccuracy.
Offered Free by: SEI
See All Resources from: SEI