Episode 1: How independent advisors can master the client experience

NOV 17, 202121 MIN
Pulse on the Future

Episode 1: How independent advisors can master the client experience

NOV 17, 202121 MIN

Description

What might financial advisors learn from leading digital brands like Google, Amazon, Netflix and others when it comes to mastering the client experience? Russ Kliman, Global Leader of SEI Ventures, talks with Erich Holland, Senior Vice President and Head of Distribution and Engagement for Independent Advisor Solutions by SEI, to explore what should be front and center for financial advisors.