Financial planners who get ahead of “what’s next” will likely thrive. The rest may get left behind.

Most financial planners are too caught up in the now to look ahead to tomorrow, much less five or ten years down the road. That’s what our online survey respondents told us. In fact, 55% said they don’t even have a business plan in place yet (though they’ve been meaning to do so).

Future-focused planners are looking at new ways to support their clients.

But not enough planners realize they’ll have to adapt their client experience to stay in touch with both changing consumer trends and technological innovation.

In our paper, Advisory Firms in 2030: The Innovation Imperative, a joint initiative with the Financial Planning Association® (FPA®), you’ll gain insight into how our profession is — and isn’t — anticipating evolving client needs. We begin to find answers to questions like:

  • What will the financial planning profession look like 10 years from now?
  • How will financial planning change the client experience?
  • What are planners doing now to prepare their businesses for the future?

Plus, we offer 5 steps you can start taking now to break out of the “here and now” and into the “what’s next.”

Get the Paper: Advisory Firms in 2030

For more information, insight and guidance on building an innovative advisory firm, please contact an SEI Practice Consultant at 888-734-2679.  

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Legal Note

SEI/FPA Survey, Innovation, August 2019, n=436

SEI Consumer research, in association with Phoenix Marketing International, May 2019, n=686 non self-directed investors

Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SE/ Investments Company (SEI). The FPA and Phoenix Marketing International are not affiliated with SE/ or its subsidiaries.

Your financial advisor is not affiliated with SEI or its subsidiaries. Opinions expressed by third parties are their own and information provided to SEI by unaffiliated third parties cannot be guaranteed for accuracy or completeness. SEI assumes no responsibility or liability for any incompleteness or inaccuracy.