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Webinar: Our institutional referral program

30-minute webinar: Three simple steps to growing your business with recurring revenue

More institutional investors are shifting to the OCIO model, which creates the potential for a tremendous revenue opportunity for you as the advisor through our Institutional Referral Program. 

Introduce us to a qualified organization. If it leads to a sale, you'll receive compensation. Watch to see how simple and lucrative the program can be. 

Diversify your revenue stream

Now is an excellent time to approach organizations about making a change to how they manage their assets. 

In the last five years, we've paid $13.3 million in revenue for deals won through advisor-sourced leads as of 12/31/2018.

If you'd like more information about this program, we have a dedicated resource to help you along with this process. If you're ready to have a discussion with your contacts, we can help.

Contact Bruce 

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.

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Ready for the next step?

Build your custom OCIO RFP with targeted questions. Develop your own request for proposal with topics that matter most to your organization.

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