A better client experience leads to better business.

Your clients want to know that you’re looking out for their best interests. And if they feel you’re not, they may become dissatisfied and start looking for greener pastures.

Did you know client satisfaction with independent advisors has decreased 13% over the past three years?1

Fortunately, this doesn’t have to apply to you. When you engage your clients the way they want — with just the right amount at the right time and with the right value, you’re on your way to deeper, more productive client relationships.

The Engaged Client toolkit shows you how. When you download your toolkit, you’ll learn:

  • The top factors for successful client relationships
  • What to do as relationships mature
  • How to look at your client base differently — and use that knowledge to grow
  • Ways to decrease success-blocking administrative tasks
  • How to exploit “micro moments” to earn trust
  • How to get the most out of client review meetings

Get your toolkit

For more information, contact an SEI Advisor Network Consultant at 888-734-2679.

Legal Note

1 Phoenix Marketing International/SEI, 2016
The SEI Advisor Network is a strategic business unit of SEI Investments. Services provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI.
Information provided by SEI Advisor Network, a strategic business unit of SEI. Services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI.

Smart ideas and thought leadership for advisors

The latest thinking, tools and market commentary from our experts

Advisor Network Knowledge Center

Join the latest conversations

Practically Speaking brings together the latest trends, industry research and advisor best practices

Visit our blog