Issue link: https://info.seic.com/i/1474331
Actionable practice management From our blog to our new Growth Lab, we provide independent advisors with a comprehensive suite of content and tools that you can easily implement to improve and scale your practice. • Coaching and growth programs • Workshop-style advice and tools to grow your practice • Tactical and timely practice management insights, including our blog • Courses on a range of business strategy and other relevant topics Business consulting We bring considerable consultative capabilities to help you make strategic decisions about your practice, and that is part of the total Advice+ experience. • Dedicated project management team • Client segmentation • Ongoing proposal and IPS support, including online proposal tool • Assist in client meetings • Advisor acquisition and succession program • Investment advice, planning, and presentation support • Experienced team of CFAs, CFPs and CPAs • Customized performance analytics and customized tax analysis (Minimum assets under management may apply to certain services) Strategic partnerships We have established strategic partnerships with several key business service providers to help you reduce costs, save time, and increase efficiencies to run a more successful firm. • Advisor firm services • Compliance • CRM • Financial planning • Marketing • Newsletters • Risk analysis • Technology services Advisor communities Having a sense of community plays an important role in both individual and business success. Join our 500+ financial professions to network, learn, and grow together. • RIA community • Women Advisor community • Operations community • Growth community • NextGen community We help you connect with your peers in more meaningful ways. 13