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Financial Advisors Knowledge Center


Advisor as a Business Owner

How independence, integration and intelligence can transform your practice into a sustainable business.

Many advisory firms find that they must keep up with the growth that their independent client-focused model has generated.  To cope, they are increasingly turning their attention to the challenges of running a business vs. running a practice. Research reveals that in transitioning from practice to business, many advisors fail to capitalize on the very advantages that distinguish them from legacy and big-brand competitors: independence, integration and intelligence (the three I's).

In our latest paper, Advisor as a Business Owner, we explore these essential ingredients and highlight ways that successful advisory firms are leveraging them to transition their firms into viable long-term businesses. The paper also includes best practice anecdotes from a group of advisors.

Register now to get our new whitepaper. SEI has the tools you need to help grow your practice in today's challenging environment. To find out more, call 1-877-734-1166 or visit

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