Practice Management

Practice management services for independent advisors

As an advisor, your business is about building strong client relationships and creating a successful, growing practice. It’s about working smarter and developing a strong, enduring business – being more productive, passionate and competitive.

Most importantly, it’s about providing exceptional service for your clients to help guide them on their way to achieve their goals.

Our practice management services help you better manage your business, improve client relationships, develop more effective marketing programs and perform all the many hats you wear as an investment advisor.

Our suite of services includes:

Growth programs and coaching - including best practice tips, investor communications, market research, industry thought leadership and our monthly What's New newsletter.

Case management - get individualized portfolio help, tax return and tax transition analysis, and proposal support from a team of experienced specialists.

Marketing and communications - Market strategy and planning, social media, the SEI Referral Builder Program^SM and access to strategic alliances.

So you can be prepared, ahead of the competition, and on course to achieve your business goals.