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Financial Advisors Knowledge Center


Commission to Fee-Based in a Fiduciary World

Moving commission-based client accounts to fee based can offer more opportunity in the long run. Start the conversation.

Many are uncertain about fiduciary regulations, but one thing is clear. Your clients expect you to act in their best interest when it comes to their retirement.

If you’ve been thinking of switching, the time is right. And we can show you how to do it more easily than you might have thought.

Download our Switch Kit to learn practical steps to help you prepare for - instead of react to - the fiduciary world.  Included:

  • Why current and future regulations may make fee-based more important than ever
  • The potential to actually improve your business—and generate a more consistent income
  • How to make the transition in eight easy steps
  • How to talk to your clients about the change

PLUS, you'll receive our video series to help you get started right away.

Get your Switch Kit now.
Complete the form to receive your fee-based Switch Kit. For more information, contact an SEI Advisor Network Consultant at 888-734-2679.

Information provided by SEI Advisor Network, a strategic business unit of SEI. Services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI.