For a long time, the value that a financial advisor brought to a client was measured in their ability to outperform the markets. The financial advice model has changed to a more holistic process that places emphasis on advice – which is a good thing for investors. In Beyond the basis points, SEI examines three pillars of value that provide more meaningful client relationships – Partnerships, Specialization, and Integration. Checklists, tools and resources help advisors build a stronger and more efficient business to meet the evolving needs of clients.
Providing Value Beyond the Basis Points
Presented by SEI
Wednesday, April 19, 2-23
2:00pm ET
Click here to register.
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