FINANCIAL ADVISORS

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Financial Advisors Knowledge Center

Oct
4
2016

Answer the $1 Million Question for Your Business

Can refocusing your business model help recharge your business’s value?

Think about how you’re spending your time now and how you wish you could spend your time.

Chances are, if you’re like 67% of advisors1, you wish you had more time for clients and prospects—that’s why you’re in the business in the first place, right?

Together with FP Transitions®, we completed an in-depth analysis of the Client Manager vs. Investment Manager business models and learned that advisors who focus on the client can increase the value of their business by more than $1 million over a 10-year period.2,3

In our “Value of Time” toolkit, we present compelling data that shows how delegating noncore functions has helped those we surveyed to increase their profits significantly. You’ll finish with five action steps you can implement immediately.

Download your "Value of Time" toolkit now, and receive:

  1. White paper: A Data-backed Solution to Building a More Profitable Advisory Business
  2. Research report: The Value of Time: Quantifying How Client Focus Increases the Value of Your Business

 

BONUS INFOGRAPHIC
Get the short story in an easy-to-follow infographic. Read the papers in the toolkit for all the details, statistics and tips.

For more information, call an SEI Practice Consultant at 888-734-2679.

1 SEI Survey, Outsourcing, March 2016, n=506

2 FP Transitions’ internal database of more than 8,000 valuations of investment advisory practices conducted over the last 10 years formed the basis of its comprehensive research. The analysis compared two business models in terms of current operations and long-term growth and value. Client Managers were segmented based on less than or equal to 5% of owners’ time spent on Investment Research and less than or equal to 5% of owner’s time spent on Portfolio Rebalancing. Investment Managers were segmented based on greater than or equal to 10% of their time spent on Investment Research and greater than or equal to 10% of time spent on Portfolio Rebalancing. The Middle Group fell in between the other group’s thresholds. Once defined, CMs and IMs represented 50% of the total sample size

3 Growth projections presented here are hypothetical and provided for illustrative purposes only. This information should not be relied upon by the reader as research or investment advice and is intended for educational purposes only.

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.

SEI has strategic relationships with third party service providers including FP Transitions. The experiences of the firms highlighted here may not be representative of all firms’ experiences.

SEI and FP Transitions are not affiliated. Opinions expressed by FP Transition are their own. SEI cannot guarantee the accuracy or completeness of the information presented by independent third parties and assumes no responsibility or liability for any incompleteness or inaccuracy.