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Finding Your Inner Techno-Advisor

August 27, 2015

Strategies to deepen client relationships in the age of digital engagement

Building stronger relationships with today’s tech-savvy clients means embracing digital tools like online scheduling and video conferencing. But with so many options, which tools can help you do your job better, and which are merely disruptors?

Learn about the Five Key Areas of your business that can benefit from tech right now.

Plus — learn how to use today’s most important digital tools, including:

  • Online scheduling
  • Video conferencing
  • Digital estate planning
  • Important security features and time-savers

Get your copy of "Finding Your Inner Techno-advisor" white paper.

See highlights in our easy-to-follow infographic

Including tech tools to help you become a techno-advisor.

Check out the Finding Your Inner Techno-Advisor Infographic for the research and insights behind our new report.

See the infographic
Techno-advisor infographic thumbnail

Where are you on the technology spectrum?

For more information, please contact an SEI Practice Consultant at 888-734-2679.

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Information presented by SEI Advisor Network, a strategic business unit of SEI Investments Company (SEI). Services provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI.