Presented by SEI and ESI
Watch the Recorded Webinar
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 SEI’s “Beyond the Basis Points” webinar, 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.
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