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 www.seic.com/advisors.
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