Episode 2 — The Next Wave of Advice Management



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.

Resources: The Next Wave of Advice Management | Practically Speaking Blog | John Anderson’s Twitter

Individuals and firms mentioned in this podcast are not affiliated with SEI or its subsidiaries. SEI has a minority interest in Advizr.

 


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