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Financial Advisors Knowledge Center


Workflows Redefined

By Raef Lee

How one firm unlocked its growth potential.

You strive to deliver excellent service to all your clients, but sometimes there are just not enough hours – or resources – in the day.

Sterling Financial Advisors found unique answers to this problem. Read the case study "How workflows helped one firm unlock growth potential while elevating client service," and learn how they:

  • Enhanced their client service model
  • Automated everyday tasks using their CRM 
  • Empowered staff to take ownership 
  • Provided transparency of operations 
  • Created an auditable business 

In addition to the case study, you'll get a helpful infographic with tips and tactics you can adopt to run your business more efficiently. Check it out now and get the printable version with your email.

Download both now using the form to the right or contact an SEI Advisor Consultant at 888-734-2679 to learn more.


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