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Annual Conference 2020 Rewind: Growing Your Business in a Virtual (and Hybrid) World

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Includes a Live Event on 12/15/2020 at 12:00 PM (MST)

In 2019, we reported that only 9% of advisors met with clients virtually. COVID-19 has instrumentally changed the way advisors conduct business. In a time when your clients and prospective clients need you the most, how do you meet them halfway?

Join us as we explore different virtual strategies to help you grow your advisory business. We’ll discuss:
1 ) Activity, activity, activity: How putting processes in place can become a pipeline for growth
2) Real-life technology solutions you can implement 
3) How to differentiate your practice by developing a niche 
4) Client communications vs. prospecting communications: Should they differ?

John Anderson

Managing Director - Head of Practice Management, SEI

John Anderson is the head of Practice Management Solutions for Independent Advisor Solutions by SEI. With SEI for more than 25 years, he is responsible for all programs focused on helping advisers grow their businesses, create efficiencies in their operations and differentiate their practices. John is frequently quoted in publications such as Investment News, Financial Planning magazine and The Wall Street Journal.  John has co-authored over 15 industry whitepapers on various topics including:  "Fees at a Crossroads" and "The Next Wave of Advice Management."   He is the lead author of SEI’s practice management blog, Practically Speaking, found at seic.com/practicallyspeaking.

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Annual Conference 2020 Rewind: Growing Your Business in a Virtual (and Hybrid) World
12/15/2020 at 12:00 PM (MST)   |  60 minutes
12/15/2020 at 12:00 PM (MST)   |  60 minutes
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available