SEI, a leading provider of investments and wealth technology, has recently launched a new platform called GrowthLink. This platform is designed to support Canadian advisors in improving client value and boosting business growth. GrowthLink serves as a practice management hub, offering advisors access to a range of resources aimed at enhancing the overall client experience and driving business growth.
The platform focuses on five key practice management themes, including achieving business goals, gaining referrals, communicating differentiated messaging, finding ideal clients, and coaching through biases. By providing actionable tools and on-demand resources, GrowthLink aims to help advisors implement new ideas and strategies into their practices effectively.
Shauna Mace, head of Practice Management at SEI, emphasized the importance of GrowthLink in supporting growth-minded advisors. She highlighted the need for practice management tools that enable advisors to deliver personalized experiences that meet clients’ evolving needs and expectations. By expanding practice management capabilities globally, SEI aims to empower advisors of all sizes with resources to unlock their potential and scale their businesses successfully.
The launch of GrowthLink marks a significant milestone in SEI’s commitment to supporting advisors in achieving their goals and enhancing client relationships. By offering actionable resources and tools, GrowthLink enables advisors to focus on providing impactful, tailored advice that drives the future of wealth management.
In addition to the launch of GrowthLink, SEI continues to provide the latest news and updates in the world of wealth through its free daily newsletter. Subscribing to the newsletter ensures that advisors stay informed about industry trends, best practices, and opportunities for professional development. By staying up-to-date with the latest insights and information, advisors can enhance their knowledge and expertise to better serve their clients and grow their businesses effectively.