When we asked some of our Independent Advisor Solutions clients what matters most about running their business, many told us that client relationships, time management and quality of life are important elements in their success.
Listen to their feedback, and find out what they had to say about learning the ropes of running their business, and about working with us.
Conversations with our advisor clients
Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company. Advisors interviewed represent a cross-sample of SEI Strategic Advisor Council (SAC) advisors who were not compensated for providing their experiences. Their experiences and opinions are their own and may vary from other advisors working with SEI.