The Center of Influence for Financial Advisors and RIAs - Click Here

FA Whitepapers

 

November 2016  

Answer the $1 million question for your business.        
Can refocusing your business model help
recharge your business’s value? 

SEI
 
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.
 

- Read More

 

 

SEI