Show notes
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.