SEI White Paper


April 2013  

Winning Advantage:The Financial Advisor Playbook for True Integration
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With increasing client demands, the multi-trillion dollar baby boomer retirement, lingering fears of continued market uncertainty and ongoing volatility, advisors are facing the single most important era in the history of the industry. To achieve success in this new environment, they'll need to look at their businesses and the client experience with a new set of eyes. Ultimately they'll need to leverage new technologies that enable them to work smarter and connect with clients more often. Winning Advantage: The Financial Advisor’s Playbook for True Integration takes a sobering look at the costs and challenges created by the proliferation of technologies in today’s business environment, and offers clear steps to achieving the benefits of “true integration.”

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