SEI Reveals 2015 New Year's Resolutions for Advisors - Seite 2

Shape Up Segmentation Strategies - Speaking to current and prospective clients in terms of their interests and goals, as opposed to their assets, will help attract the right clients, build better relationships, and provide more personalized services. All of these lead to a more efficient business model and can help a firm grow more intelligently.

Find The Fountain of Youth - Attracting young advisors and investors will help sustain an advisory firm's growth well past 2015. Millennials now make up 24 percent of the population in the U.S., which means there's an opportunity for advisors to target and capitalize on the next generation of advisors. Likewise, using the right technology and proper segmentation will attract younger investors, keeping the asset pool fresh.

Alleviate Your Succession Stress - With more than half of advisors over the age of 50, now is the time to plan for the future of the business. Planning for the future ensures that a firm has one, and illuminates the right path to get there. Whether it's selling the practice, acquiring another practice, or transitioning firm leadership, a succession plan helps provide an owner peace of mind regarding the future of the firm.

About The SEI Advisor Network
The SEI Advisor Network provides financial advisors with turnkey wealth management services through outsourced investment strategies, administration and technology platforms, and practice management programs. It is through these services that SEI helps advisors save time, grow revenues, and differentiate themselves in the market. With a history of financial strength, stability, and transparency, the SEI Advisor Network has been serving the independent financial advisor market for more than 20 years, has over 5,700 advisors who work with SEI, and $45.4 billion in advisors' assets under management (as of September 30, 2014). The SEI Advisor Network is a strategic business unit of SEI. For more information, visit seic.com/advisors.

About SEI
SEI (NASDAQ: SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of September 30, 2014, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $612 billion in mutual fund and pooled or separately managed assets, including $249 billion in assets under management and $363 billion in client assets under administration. For more information, visit seic.com.

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