Discover your strengths and build your brand

Our practice management solution provides a strong marketing and communications component to help you find your strengths, develop your brand and communicate your value to your clients.

Tools to help you develop your brand

You’ll get professional market positioning and branding tools and resources, including:

  • S.W.O.T. analysis worksheet to assess your strengths and weaknesses
  • eVALUate workbook to define your value proposition, develop your client service statement and design your client roadmap
  • Marketing planning guides to help you execute marketing activities across 12-months
  • Social media strategies to help you get in front of your clients where they are
  • Our Referral Builder ProgramSM to guide you through the elements of referability

"Frequency of client communication trumps even investment performance when it comes to client satisfaction.” John Anderson, Head of Practice Management Solutions, SEI Advisor Network

Communicate your value to your clients

We can help you keep an open channel of communication with your clients. Benefit from:

  • Quarterly investment reviews
  • Easy marketing personalization our Marketing Campaign Generator, including adding your logo to our investor-friendly brochures.
  • The latest social media best practices and strategies

Learn and grow

Advisors who work with us receive ongoing marketing consultations with their representative, as well as:

  • Access to strategic marketing alliances for branding, client surveys, communications and much more
  • CE-accredited monthly webinars, workshops and toolkits on a variety of practice management and investment topics
  • Market commentaries ready and approved for your clients, timely white papers and thought leadership from our Investment Management Unit

Legal Note

This information should not be relied upon by the reader as research or investment advice. This information is for educational purposes only.

Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company.

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