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. https://capital.report/Resources/Whitepapers/57c2effe-0f88-4ca3-bec1-7cecb51cb35e_SEI-Next-Wave-Infographic.pdf
infographic
THE NEXT WAVE OF FINANCIAL PLANNING: HOW TO COMPETE IN AN ENDLESSLY CHANGING ADVICE MARKETPLACE
The Next Wave of Financial Planning. Eight actions you can take now to better compete in an endlessly changing advice marketplace. Investors have high expectations for the value they receive from advisors. Yet technology innovation and new client engagement techniques are outpacing advisor adoption. DOWNLOAD