Monthly Webinars

Beyond the Bps – The Value of Advice

  • Tuesday, June 22, 2021 at 1:00 PM EST
  • For a long time, the value that a financial advisor brought to a client was measured in his/her 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 Bps – the Value of Advice – SEI examines three pillars of value that provide more meaningful client relationships: Partnership, Specialization and Integration. SEI will also highlight checklists, tools and resources to help advisors build a stronger and more efficient business to meet the evolving needs of your clients.
  • Hosted by John D. Anderson, Managing Director, Advisor Firm Services, Independent Advisor Solutions by SEI
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Market Update and Outlook

  • Tuesday, July 27, 2021 at 1:00 PM EST
  • Hear about the current state of the financial markets and SEI’s perspective to help you and your investors navigate this challenging environment.
  • Hosted by J. Womack, Managing Director, Investment Products & Services, Independent Advisor Solutions by SEI and members of the SEI Investment Management Unit
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Deeper Dive Series

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Following the Advisor Discovery Forum, we invite you to continue diving deeper into SEI's asset management, technology and practice management services.

These webinars take place each Thursday at 1:00 p.m. Eastern time

  • Asset Management: SEI's Investment Philosophy and Flexible Implementation
    Thursday, July 22, 1:00 p.m. (1 CE Credit*)
  • Asset Management: SEI American Funds® Strategies 
    Thursday, July 29, 1:00 p.m. (1 CE Credit*)
  • Asset Management: City National Rochdale and Customized High Net Worth Solutions
    Thursday, August 5, 1:00 p.m. (1 CE Credit*)
  • Advisor Business Platform: SEI’s Suite of Custody and Technology Solutions
    Thursday, August 12, 1:00 p.m. 
  • Advisor Firm Services: Advisory Firms in 2030: The Innovation Imperative
    Thursday, August 26, 1:00 p.m.