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Financial Advisors Knowledge Center


Help Clients Keep Pace with Change: Give Them a Financial Planning Tune-up

Life changes constantly.  Help make sure your client's financial plan stays on track.

You already know that helping a client achieve financial success is a marathon, not a sprint. Whether they've reached an age-related milestone or had changes in their business, it's critical that your clients’ financial plans take into account anything that might affect their goals or time horizons.

By leveraging SEI's Financial Planning Tune-up Toolkit, you can help clients keep pace with the changes that can affect outcomes. Get the following investor-approved, white-label materials that provide important tips to help clients maintain good financial health:

  • "Chasing Performance Can be Like Running in Reverse" – Help clients learn how to stay on course.
  • "The Risks of Market Timing" – Share the risks of market timing and how it can affect financial decisions.
  • Financial Planning Checklist – An easy-to-use method to help clients take stock of life changes, this checklist provides a fast way for you to evaluate how their plan needs to be updated.

Use the form on the right to get the toolkit now. For more insight and guidance about things you can do to maximize your financial planning efforts, contact us at 888-734-2679.

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