The future of planning is here and it’s a client-centric world.

There’s a shift underway in the advice industry. Your clients’ financial lives are more complex. They’re demanding more transparency and more value, and they want to take an active role in the planning process.

It’s time to embrace financial planning—and your planning processes—at the next level.

In part 2 of our “Next Wave” white paper series, “The Next Wave of Advice Management: Use client-centric planning to create a personalized experience,” we teamed up with Spenser Segal from ActiFi to share insights and practical steps that uncover opportunity in the industry’s changes.

How to use client-centric planning to create a personalized experience
How to identify the right planning approaches for your clients
Why the “old school” financial planning process should now be implemented differently
How to improve efficiency by following repeatable processes
Which financial planning software companies are creating the most industry disruption
How technology can create opportunity to deepen the human relationships you’ve worked so hard to build

Watch this short video, then fill in the form below to get your copy of "The Next Wave of Advice Management" (Part 2).

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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.

SEI and Spenser Segal of ActiFi; are not affiliated. Opinions expressed by them are their own. SEI cannot guarantee the accuracy or completeness of the information presented by independent third parties and assumes no responsibility or liability for any incompleteness or inaccuracy.

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The Next Wave of Advice Management

The future of planning is here and it’s a client-centric world.

Learn why directly from the authors

Get the Next Wave of Advice Management White Paper Now

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