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The Next Wave of Advice Management

March 6, 2018

Use client-centric planning to create a personalized experience

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.

    Learn why directly from the authors

     

    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 

    Get the Next Wave of Advice Management White Paper Now

    Legal Note

    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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