How to Grow Your Advisory Business in a Virtual World

7 strategies to help you test new tactics and adopt a mindset to grow your advisory business

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In 2019, we reported that only 9% of advisors met with clients virtually¹. 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?

Advisors who grew their business during the early days of the pandemic have one important quality in common: They’re not afraid to fail. The secret to success is testing a variety of different strategies to engage with clients and moving forward to the next thing regardless of the result. The key is keeping up a strong volume of activity.

Download the “Growing Your Businesses in a Virtual (and Hybrid) World” toolkit and explore the different virtual strategies to help you grow your advisory business.

For more information, insight and guidance on building an innovative advisory firm, please contact an SEI representative at 888-734-2679 or visit seic.com/advisors.

¹FPA/SEI Online Survey on Innovation, August 2019; n=436 Financial Planners

Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).

For Financial Intermediary Use Only. Not for Public Distribution.

In 2019, we reported that only 9% of advisors met with clients virtually1. 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?

For more information, insight and guidance on building an innovative advisory firm, please contact an SEI representative at 888-734-2679 or visit seic.com/advisors.

In 2019, we reported that only 9% of advisors met with clients virtually¹. 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?