Featured White Papers from SEI
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Coach Through Biases — Yours and Your Clients’
August 20, 2020
Download Coach Through Biases - Yours and Your Clients' to learn how to reframe your client experience through ongoing engagement and conversations about risk — the risk of not meeting goals that is.
That's because when your clients think about risk, chances are they aren’t referring to technical terms like standard deviation. Coaching them throughout your relationship can help combat emotional decision-making and maximize the likelihood of achieving success.
Fees at a Crossroads: Adopting an advisory fee model that reflects your true value.
March 21, 2016
Our industry is at a crossroads, and you may feel like your business is in the crosshairs. Can you justify an ongoing AUM fee when automated solutions are driving costs down, or should you take a new look at your value proposition? Maybe it’s time to determine whether a different kind of pricing makes more sense for you and your clients—a model that pays you for the true value you provide: your advice. Download this important report to learn more.
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