Can Your Firm Outlive Your Tenure?
An astoundingly high percentage of advisory firms are positioned to go out of business when the founder retires if they don’t establish a solid succession plan.
3 Steps to Moving Your Book to Fee-Based
Converting to fee-based was the hot trend in the ’90s, yet advisors still seek help getting skeptical clients on board, SEI’s John Anderson says.
Want Sustainable Advisory Firm Growth? Automation Is Key
A paper by SEI Advisor Network and ActiFi challenges advisors to integrate technology and automation more efficiently for a more successful practice.
Top 5 Financial Advisor Resolutions for 2014
An SEI Advisor Network survey of 800 advisors reveals their top priorities for their practices in the year ahead.
3 Key Concepts Advisors Need to Thrive as Business Owners
SEI white paper uncovers the “three I’s” that lead to long-term success as a business owner.
Don’t Be an Underpriced Advisor
Close analysis and open communication are keys to ensuring appropriate advisory compensation.
Broker-Dealer Briefing: Advisors ‘Haven’t Fully Committed’ to Social Media, SEI Expert Says
Recent studies show that the general public and financial services firms are focused on the use of social media. Financial advisors, however, have room to catch up.
Advisors ‘Haven’t Fully Committed’ to Social Media, SEI Expert Says
As use by clients and companies in the industry expands, financial advisors seem to be apprehensive about using social media to grow their practices.
5 Strategies to Manage Growth
More than half of advisors expect their revenues to increase by more than 15% in 2013, but just 15% have a formal process to grow and monitor their success, an SEI Quick Poll found.
One in Five Advisors Add New Clients With Social Media
Nearly one in five advisors say they’ve added a new client as a result of their social media marketing efforts, an SEI Quick Poll released Wednesday found.