.afcls-3{fill-rule:evenodd}.bycls-1{fill:none} Our solutions Who we serve Insights Investor relations Discover SEI Search US - English Practice Management Growth programs and coaching, case management services and marketing communications to help you save time, and focus more deeply on your client relationships. Start a conversation. Call us at 1-888-734-2679 Contact Us what we do investment management 7,600 ADVISORS Work with SEI (as of December 31, 2019) Practice management services for independent advisors As an advisor, your business is about building strong client relationships and creating a successful, growing practice. It’s about working smarter and developing a strong, enduring business – being more productive, passionate and competitive. $70.8 BILLION In advisors' assets under management (as of December 31, 2019) Most importantly, it’s about providing exceptional service for your clients to help guide them on their way to achieve their goals. Our practice management services help you better manage your business, improve client relationships, develop more effective marketing programs and perform all the many hats you wear as an investment advisor. KNOWLEDGE CENTER Conversations with Our Advisor Clients Our advisor clients tell us what matters most about running their business Our suite of services includes: Growth programs and coaching - including best practice tips, investor communications, market research, industry thought leadership and our monthly What's New newsletter. Case management - get individualized portfolio help, tax return and tax transition analysis, and proposal support from a team of experienced specialists. Marketing and communications - Market strategy and planning, social media, the SEI Referral Builder ProgramSM and access to strategic alliances. So you can be prepared, ahead of the competition, and on course to achieve your business goals. Legal Note Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company. A Flexible Solution for Independent Advisors Helps you save time, increase revenue and differentiate your business Easy-to-use wealth management tools and services for independent advisors — all on a flexible platform LEARN MORE MORE IN PRACTICE MANAGEMENT Case Management Comprehensive investment resources designed to help advisors win new business Growth Programs and Coaching Grow your business smart, with less stress and more time to do the work you love Marketing and Communications Disciplined, well-thought-out marketing communications program for advisors Practically Speaking Common-sense ideas to grow your advisory business Practically Speaking with John Anderson brings together the latest trends, industry research and advisor best practices. VISIT OUR BLOG Share on Linkedin Share on Facebook Share on Twitter Share via Email Print this page KNOWLEDGE CENTER Smart ideas and the latest thinking for advisors Our thought leadership tools, research, commentaries and best business practices Blog Posts Nov 21, 2021 Marketing Trends in 2022, According to FMG’s Samantha Russell Shauna MACE, CHPC™ Five marketing tactics to consider for your 2022 marketing strategy Commentaries Nov 05, 2021 Developed Markets Drive Equity Advance SEI Investment Management Unit Equities charged ahead around most of the world in October, erasing September’s dip Blog Posts Nov 04, 2021 An Advisor Client Event Is Not a Marketing Plan John Anderson Are your events really worth it to your clients—or to you? SEE ALL KNOWLEDGE CENTER POSTS WHO WE SERVE We help independent advisors Services to help RIA and BD affiliated advisors save time, increase profits, and differentiate their business Broker Dealer Home Offices Custom investment solutions or a complete technology platform Independent Financial Advisors Flexible outsourced business solutions for independent advisors Investor relations Help for clients Locations Fund documents COVID-19 update Contact us Careers Cookie policy Privacy policy Accessibility statement Inclusion policy Terms of use © 2021 SEI We use cookies to collect and analyze information on site performance and usage, and to enhance and customize content and advertising. By browsing our site or by clicking the OK button, you agree to the use of our cookies. To find out more or to change your cookie settings, visit our cookie policy page. OK