The advisor landscape is changing. As the industry moves from an advisor-centric world to a client-centric world, it can be difficult for advisors to keep up with industry changes and what clients want.
Luckily, John Anderson is here to help.
In this episode, John discusses:
- How advisor services have changed over the decades from product-driven sales to the personalized advice we see today
- How advisors can find an approach that is personalized, scalable, and mechanized
- The importance of recognizing that not every type of planning will be suitable for everyone
- How workflows are a key ingredient for a successful business of the future—even if you’re a small business
- And more!
Listen now to learn about the direction in which advisor services are heading and what changes you can make to stay ahead of the curve.
Individuals and firms mentioned in this podcast are not affiliated with SEI or its subsidiaries. SEI has a minority interest in Advizr.